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GCM Grosvenor | 08/13/26
Tailwinds for Opportunistic Investing Today
Select risks include: macroeconomic risk, sourcing risk, investment selection, portfolio diversification, management risk, execution of value creation plan, risks related to reliance on third parties, and risks related to the sale of investments. For illustrative and discussion purposes only. Past ...
Deerpath Capital | 08/13/26
Portfolio Management in Action: Turning Insight Into Performance
T. Rowe Price | 08/12/26
The U.S. Dollar: Near-Term Tailwinds, Long-Term Headwinds
Manulife Investment Management | 08/11/26
Opportunistic Credit in an Evolving Market: Our Approach
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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Manulife Investment Management
Opportunistic Credit in an Evolving Market: A Portfolio Complement
Ares Management
Chart of the Month: Should Investors Lean into Volatility?
Public Credit
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DoubleLine Capital LP
Honebuto Shock: Japan Courts a Truss-Like Redux
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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Morgan Stanley Investment Management
Fixed Income: A Supportive Ballast
Aberdeen Investments
Emerging Market Debt: Reform, Resilience, and Private Credit
DoubleLine Capital LP
Monthly Market Commentary
Private Equity
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Ares Management
Why Now for GP-Led Secondaries
Hamilton Lane
Building Better Portfolios for European Wealth
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
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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First Eagle Investments
US Small Caps in Focus: 2Q26
Fidelity Investments
Third Quarter 2026 Quarterly Market Update
Federated Hermes
How Will a Changing Fed Make Up Its Mind?
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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AllianceBernstein
As the Playing Field Expands, Insurance Investors Must Stay Nimble
Morgan Stanley Investment Management
The BEAT™ for Q3 2026 - July
Morgan Stanley Investment Management
Adapting to a Structurally Higher Nominal World
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
