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.
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.
Steady by Choice, Powerful by Design: The Case for Actively Managed Core Fixed Income
A disciplined, yield-driven, relative-value approach can turn a core fixed income strategy into a compounding engine of income, stability, and durable alpha across market cycles.
Tech Dominates Stocks, Treasuries Trade on Oil
DoubleLine’s Jeff Mayberry and Ryan Kimmel review a market led by large technology stocks, while Treasuries responded to oil-driven volatility. Viewers will hear their take on jobs data, inflation pressure, weak consumer sentiment, and key economic reports to watch.
Who is Winning the US-China AI Race?
Aberdeen’s Macro Bytes podcast explores whether the U.S. or China is better positioned in the AI race. The discussion looks beyond model performance to examine the role of energy, chips, manufacturing, open-source adoption, government policy, and real-world deployment.
What’s Next for Insurance Regulation?
In this interview, the Honorable Scott A. White, Virginia Insurance Commissioner and President of the National Association of Insurance Commissioners (NAIC), offers candid insights into the evolving regulatory landscape, the key industry challenges faced in 2025, and emerging priorities for 2026.
Incorporating Tactical Asset Allocation into your Strategic Asset Allocation
Kerry O’Brien and Harold Myers of MetLife Investment Management discuss how insurers integrate tactical asset allocation within long-term strategic frameworks while maintaining discipline, governance, and capital efficiency.
November Views from First Eagle Global Value Team
Deputy Head of the Global Value team and Portfolio Manager Julien Albertini explains how the concurrent rally of gold and equities may signal underlying risks and how the Global Value team employs gold as a potential long duration hedge.
The Regulation Recap
Carrie Mears of the Iowa Department of Insurance joins the podcast to talk with Stewart Foley, CFA, about insurance investment regulation, NAIC reform, and the rise of private credit.
Insurance Industry Investment Highlights
Each year NEAM delves into statutory filing data to analyze trends and insights from the insurance industry’s prior year of investment data. Watch our video to learn more about what is covered for P&C insurers and Life insurers in our articles on the 2024 filings.
2025 Mid-Year: Checking In, Looking Ahead
In a year already marked by tariff uncertainty, market volatility and macro-level changes, what’s next for the rest of 2025? In our newest podcast series, Checking In, Looking Ahead, our investment team provides insights and outlook on what’s to come.
Pathways Podcast: Investing Across Asset Classes in a Shifting World
This episode of the Pathways Podcast delves into the complexities of the current macroeconomic environment and its profound impact on asset classes. Daniel McCormack, Head of Research, hosts a discussion with Jüergen Wurzer, Deputy Head of the Global Multi-Asset Team, on navigating today’s volatile investment landscape. They discuss persistent geopolitical tensions, rising protectionism, and lingering inflation concerns that are shaping market dynamics.
AM Best’s Insurance Industry Outlooks and Potential Impact on Investment Risk
Ken Johnson, CFA, CAIA, FRM, Senior Managing Director and Chief Ratings Officer at AM Best, shares key insights on industry outlooks, private asset transparency, offshore reinsurance, and how investment shifts are impacting insurer balance sheet risk.