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First Eagle Investments | 08/14/26
The Return of Real Assets
The West optimized for efficiency. The next decade may reward resilience.
First Eagle Investments | 08/14/26
Real Estate Lending: Persistent Pockets of Demand
Pioneer Investments | 08/14/26
Agency Mortgage-Backed Securities (MBS) Market
T. Rowe Price | 08/14/26
The Quantamental Advantage in Fixed Income Investing
Deerpath Capital | 08/13/26
Portfolio Management in Action: Turning Insight Into Performance
DOWNLOAD TRANSCRIPT Stewart: Hey, welcome back. It's great to have you. You're at the home of the world's smartest money, and my name is Stewart Foley, CFA, and I'm your host and thrilled to be with you today. And one of the things that's interesting, and we're going to talk about this today, is th...
Invesco | 08/10/26
Demand, Dispersion, and AI: Where Credit Researchers Are Finding Conviction
Macquarie Asset Management | 08/10/26
Middle East Tensions and Investment Implications for Infrastructure
Siddharth Chakravarty | 08/06/26
Private Market Priorities for Insurance Investors
Private Credit
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Voya Investment Management
A Guide to Investment Grade Private Credit
Ares Management
A Comprehensive Guide to Private Infrastructure
Manulife Investment Management
Opportunistic Credit in an Evolving Market: Our Approach
Public Credit
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Voya Investment Management
Fixed Income: Navigating the AI Capex Boom
Real Estate
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MetLife Investment Management
Selecting Multifamily Markets for the Next Cycle
Principal Asset Management
2026 Mid-Year Update: Inside Real Estate Outlook - Resilient Recovery
Real Assets
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SLC Management
US Supply Chains in Transition
Macquarie Asset Management
Private Infrastructure Valuations
First Eagle Investments
Insurance Investing in Railcar Leasing
Economy
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DoubleLine Capital LP
Honebuto Shock: Japan Courts a Truss-Like Redux
Morgan Stanley Investment Management
Fixed Income: A Supportive Ballast
Private Equity
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Ares Management
Chart of the Month: Should Investors Lean into Volatility?
Ares Management
Why Now for GP-Led Secondaries
Regulation and Accounting
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AllianceBernstein
How Fixed-Income Investing Is Evolving for European Insurers
DoubleLine Capital LP
Jeffrey Gundlach on Kevin Warsh and a New Era at the Fed | CNBC
Alternatives
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GCM Grosvenor
Tailwinds for Opportunistic Investing Today
Manulife Investment Management
Opportunistic Credit in an Evolving Market: A Portfolio Complement
Manulife Investment Management
The Current Opportunity in CLO Equity
Data and Technology
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DoubleLine Capital LP
Trickle-Down AI-conomics
Morgan Stanley Investment Management
Equity Market Commentary - June 2026
AllianceBernstein
How AI Is Changing the Landscape for Insurers
Macro Strategy
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Aberdeen Investments
Emerging Market Debt: Reform, Resilience, and Private Credit
DoubleLine Capital LP
Monthly Market Commentary
First Eagle Investments
US Small Caps in Focus: 2Q26
Risk Management
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New England Asset Management
2025 P&C Industry Investment Highlights: Elevated Yields Persist as Income Growth Moderates
New England Asset Management
2025 U.S. Life Industry Investment Highlights: Strong Yields, Moderating Income Growth
AllianceBernstein
Insurance Midyear Outlook: Finding Value in Tight Markets
Multi-Asset
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Fidelity Investments
Third Quarter 2026 Quarterly Market Update
AllianceBernstein
As the Playing Field Expands, Insurance Investors Must Stay Nimble
Morgan Stanley Investment Management
The BEAT™ for Q3 2026 - July
What's New
What's Trending
AllianceBernstein
The Rise and Rise of Private Debt for Insurance Investors
Siddharth Chakravarty
Private Market Priorities for Insurance Investors
Morgan Stanley Investment Management
Opportunistic Credit: Flexible Capital for an Evolving Market
First Eagle Investments
