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.
Commercial Mortgage Loans: Building Around the Insurance Balance Sheet
Morris Chen, Portfolio Manager and Head of CMBS & CRE Debt Investments at DoubleLine Capital, and Robert Stanbrook, Portfolio Manager for the firm's CRE Loan Platform, join the InsuranceAUM.com Podcast to discuss the role of commercial mortgage loans in insurance portfolios.
At the Intersection of ABS, CLOs & Private Credit – Know What You Own
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.
DoubleLine Minutes: Return of the Bond Vigilantes
DoubleLine’s Eric Dhall and Mark Kimbrough review a volatile week when stocks hit a new high before selling off as Treasury yields rose sharply. Listeners will hear their views on inflation pressure, bond vigilantes, Fed expectations and key economic data to watch.
Relative Value That Hasn’t Compressed: Why Commercial Mortgages Still Stand Out
Greg Michaud and Stefanie Stewart of Voya Investment Management discuss why commercial mortgages continue to offer compelling relative value, strong underwriting opportunities, and attractive risk-adjusted returns for insurance investors.
Bill Campbell on Global Bond Markets and Powell's Parting Gift | Bloomberg TV
DoubleLine Portfolio Manager Bill Campbell joins Bloomberg’s The Close live from DoubleLine’s L.A. offices to discuss what he sees as a structural sea change in global bond markets – one where developed market sovereign debt is increasingly being scrutinized with the same rigor historically reserved for emerging economies.
Real Estate Outlook with Brian Niles
Tony Charles, Head of Research and Strategy for Global Real Assets, recently sat down with Brian Niles, Co-Head of MSREI and Co-Head of NHREF to discuss the outlook for real estate and what it takes to succeed in today's complex environment.
Jeffrey Sherman on Borrowed Prosperity and the Case for EM Local Currency | Bloomberg TV
DoubleLine Deputy CIO Jeffrey Sherman discusses why investors should focus on fundamentals instead of short-term headlines. Viewers will hear his views on stretched equity valuations, inflation pressure, emerging markets local currency bonds, gold, and why U.S. immigration policy may be one of the market’s most underpriced risks.
Deal Debrief: Fosber
On this episode of Deal Debrief, we unpack Brookfield’s acquisition of Fosber, a global leader in machinery used to produce corrugated packaging—an essential part of modern logistics.
RPM Ep. 57 | Power, planets and the abyss — How AI, space, and the deep sea are shaping private markets
Suzanne Tavill, Global Head of Responsible Investment, joins Michael Venne to unpack the game-changing themes explored in our two recent whitepapers: how AI-driven energy demand is sparking investment opportunities across the power ecosystem, and how falling exploration costs are reframing the deep sea and space as an extension of Earth’s industrial base.
Repricing and Resurgence: The Evolution of Real Estate
Peter Braffman of GCM Grosvenor joins host Stewart Foley to discuss how repricing, capital flows, and operational performance are reshaping real estate investing for institutional and insurance investors.
What Now? Private Market Implications in Tumultuous Times
Drew Schardt of Hamilton Lane shares insights on navigating private markets amid volatility, evolving risks, and shifting investment opportunities.
Channel 11: The Land of Pain - Part Deux
DoubleLine Portfolio Manager Ken Shinoda breaks down the “Land of Pain” in March across equities, commodities and fixed income, reviewing market performance with an eye on risk management, global allocation, duration strategy and where opportunities might emerge as markets reprice risk.