Podcast Center
Podcast Center
Tune in to the InsuranceAUM.com Podcast, hosted by our Managing Partner, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Our podcasts are available in the Podcast Center and through popular distribution channels like Apple Podcasts, Spotify and YouTube. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.
Lessons from the Tranches: How to Pick Good Bonds in Securitized Credit
Noah Funderburk, Portfolio Manager and Director of Securitized Credit at Pioneer Investments, shares lessons from the tranches on pricing risk, navigating structure, and understanding what truly drives returns in securitized credit.
Power Plays: How Insurers Can Invest in the Energy Transition
Neda Vakilian of Actis and David Swift of General Atlantic discuss how growth equity and infrastructure strategies tied to energy transition and enabling infrastructure may complement traditional insurance allocations in a market increasingly driven by electrification, AI demand, and energy security.
Convergence: Navigating the Blurred Lines Between Public and Private Credit
Chris Gudmastad of Loomis Sayles joins the InsuranceAUM.com Podcast to discuss the growing convergence of public and private credit and what it means for insurers.
Building Resilience Through Liquidity Optimization
Peter Schenck, Head of Liquidity Distribution at Northern Trust Asset Management, joins Stewart Foley to discuss how insurers are rethinking cash as a strategic tool in today’s market.
Quarterly Views from First Eagle Global Value Team: 4Q25
In this quarter's Views from the Global Value team, Portfolio Manager and Senior Research Analyst Adrian Jones explains why he believes investors are embracing opportunities beyond the US as secular forces provide durable support for fundamentals in Europe and Asia, and how the direction of US interest rates and the US dollar may influence returns in 2026.
January Views from First Eagle Global Value Team
Deputy Head and Portfolio Manager of the Global Value team Julien Albertini explains why the team remains focused on risk amid widespread complacency and how a disciplined, bottom-up approach focused on quality businesses helps to manage risk and build resilience.
Quarterly Views from First Eagle Municipal Credit Team: 4Q25
John Miller, head and chief investment officer of the Municipal Credit team, shares his outlook on Fed policy and inflation heading for 2026, and explains how sound fundamentals and attractive valuation potentially set the stage for a strong muni rebound as technical headwinds begin to ease.
Demystifying the Alphabet Soup of Securitized Opportunities
Paul Norris of American Century joins Stewart Foley for a practical discussion on securitized markets, covering ABS, CLOs, ABF private credit, and how insurers can assess income, risk, and relative value.
Securitized Credit 101: Understanding the Balance Sheet Behind Structured Finance
In this episode of Perspectives, Client Portfolio Manager Phil Gioia sits down with Portfolio Manager Andrew Hsu to demystify the securitization process and address common misconceptions around transparency in securitized markets.
Asset-Based Finance: A Day in the Life
In this animated video, we explore a “Day in the Life” of the average person through the lens of Asset-Based Finance (ABF). Nearly everything you encounter—from the time you wake up to the time you go to sleep—is connected to ABF.
The Different Types of Strategies in Private Infrastructure
Private infrastructure strategies span a spectrum of risk and return.
2026 Credit Market Outlook: Boring, Choppy or Hot?
In this 2026 Credit Market Outlook round table, DoubleLine’s Phil Gioia moderates a wide-ranging discussion with Portfolio Managers Robert Cohen, Ken Shinoda and Morris Chen, exploring how shifting macroeconomic dynamics, valuations and emerging structural themes – most notably AI-driven capital investment – are shaping today’s credit landscape.