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.
April Views from First Eagle Global Value Team
Portfolio Manager and Head of the Global Value team Matt McLennan explains why the conflict in Iran has abruptly reversed the “Goldilocks” scenario that markets had priced in and how gold has been efficiently pricing in the risk of war and renewing its role as a monetary reserve.
RPM Ep. 58 | Implementation Framework With Miguel Sosa and David Robbins
In this episode of RPM, Miguel Sosa and David Robbins join co-host Anna Marcus to unpack the implementation gap holding advisors back from private markets—exploring why shifting public market dynamics demand a rethink of the traditional 60/40 portfolio, and how evergreen structures and a practical allocation framework can help advisors bridge the divide.
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.
Convergence: The Integration and Evolution of Credit Markets
Brian Weinstein and John Cortese debate how the macro situation, liquidity trends and other factors are affecting allocations and investment decisions at a time of unprecedented change in global credit markets.
What’s Shaping Insurance Asset Allocations in 2026 and Beyond
Welcome to Compound Insights, a podcast by CFA Society in New York. I'm your host Gary Farber. Today, we're very fortunate to have with us Peter Miller of Invesco.
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.
The Next 10 Years: Key Trends Influencing Insurers' Asset Allocation Decisions
Anwiti Bahuguna, PhD, CIO of Global Asset Allocation at Northern Trust Asset Management, explores Northern Trust’s 10-year capital market assumptions, macro themes like AI-driven productivity and energy transition, and what they could mean for insurers’ asset allocation decisions.
Leadership Excellence: Attracting and Retaining Top Talent in Insurance Asset Management
Milena Humplik and Margot DeMore, co-founders of Broad Street, join the InsuranceAUM.com Podcast to discuss career transitions, leadership, and talent trends in insurance asset management—from both sides of the desk.
What’s on the Minds of Insurance CIOs with Invesco’s Pete Miller
Welcome to Compound Insights, a podcast by CFA Society New York.
Building Flexible Multi-sector Portfolios
Jeffrey Hobbs is the Head of Insurance Portfolio Management at Voya Investment Management.
Webinar: Trends Shaping Private Markets in 2024
Jeff Diehl, Managing Partner & Head of Investments, joined a webinar programmed by Economist Impact and supported by Adams Street Partners, to discuss trends that will influence private equity strategies.