Today we are joined by a repeat guest, a special guest, Mike Ashton of Enduring Investments, otherwise known as The Inflation Guy.
Securitized credit markets experienced a choppy rebound to start 2023. We discuss the driving factors and what’s next.

The Evolution of Private Fixed Income – New Opportunities to Help Diversify & Strengthen Insurance Portfolios
Loomis, Sayles & Company, LP
May 24, 2023

CRE Distressed Investing with Tony Crooks, AEW, Jack Gay, Nuveen, and Reid Liffmann, Angelo Gordon
InsuranceAUM.com
May 24, 2023

Navigating Uncertainty – Risks and Opportunities in Commercial Real Estate
MetLife Investment Management
May 22, 2023

The CMBS Market with Jim Gubitosi, Co-CIO of IR&M
Income Research
May 22, 2023

The Risks of 2023 – And a Path Forward
Conning
May 19, 2023

Private Markets Today with Tom Keck of StepStone Group
StepStone Group
May 18, 2023

Smoothing the Ride for Credit Allocations
T. Rowe Price
May 17, 2023

Fostering Change With Impact Investing
T. Rowe Price
May 17, 2023

Mastering Municipal Securities with Jim Jackson, Co-CIO of Victory Income Investors
Victory Capital
May 17, 2023
Webinar: What’s the Market Missing?
Northern Trust Asset Management
INVESTMENT ADVISOR-OWNED INSURERS — A Proposal for Avoiding Pitfalls and Realizing Benefits
Bill Poutsiaka, Deborah Gero, Amnon Levy