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Principal Asset Management | 07/20/26

Income, Resilience, and Selectivity: 3Q 2026 Fixed Income Perspectives

Themes, outlook, and investment implications across global fixed income markets.

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Nuveen | 07/20/26

Taxable Munis: The Original Infrastructure Credit and a Modern Portfolio Ballast

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Principal Asset Management | 07/17/26

The New Exceptionalism: 3Q 2026 Global Market Perspectives

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Ares Management | 07/17/26

Why Now for GP-Led Secondaries

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Nuveen | 07/20/26

Taxable Munis: The Original Infrastructure Credit and a Modern Portfolio Ballast

DOWNLOAD TRANSCRIPT Stewart: And I'm Stewart Foley, CFA, and I'm your host, and I'm thrilled to have you with us today. A little different story. I've got some skin in the game on this one, which I rarely do. And I'll tell you about that. I was a municipal treasurer. I was the city of Columbia, Mis...

Nighttime aerial view of a city with illuminated arcs connecting locations, representing global markets and investment opportunities.
Principal Asset Management | 07/17/26

The New Exceptionalism: 3Q 2026 Global Market Perspectives

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First Eagle Investments | 07/15/26

Quarterly Views from First Eagle Direct Lending Team: 2Q26

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Macquarie Asset Management | 07/15/26

Why Infrastructure, Why Now?

Private Credit
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AllianceBernstein

As the Playing Field Expands, Insurance Investors Must Stay Nimble

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First Eagle Investments

Railcar Leasing: The HALO Effect

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Manulife Investment Management

Opportunistic Credit in an Evolving Market: Understanding the Strategy and Its Relevance in the Private Credit Landscape

Public Credit
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Insight Investment

Don't Sleep on Falling Angels

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Milliman

Enhancing SAA Outcomes With Derivatives: Insights From a RILA Case Study

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DoubleLine Capital LP

Channel 11: World Cup Distractions and Mag 7 Disappointments

Real Estate
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SLC Management

AM Best Webinar Recording: Private Real Estate Lending for Insurers

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Principal Asset Management

2026 Mid-Year Update: Inside Real Estate Outlook - Resilient Recovery

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Shelter Growth Capital Partners

Commercial Real Estate Bridge Loans: Alpha in CRE Credit

Real Assets
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GCM Grosvenor

Infrastructure at an Inflection Point: AI, Power Demand and the Next Phase of Global Growth

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MetLife Investment Management

Beyond the Pitch: Private Capital Funds Sports Infrastructure and Operations

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Principal Asset Management

Five Forces Shaping the Data Center Investment Landscape

Economy
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DoubleLine Capital LP

Jeffrey Sherman: The Bond Market Woke Up to Warsh | Bloomberg TV

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DoubleLine Capital LP

Jeffrey Gundlach on Kevin Warsh and a New Era at the Fed | CNBC

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PPM America

Resilient Consumer Demand Meets Accelerating Headwinds

Private Equity
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Adams Street Partners

Jeff Diehl on Private Credit Risks and Hyperscalers | S&P Global Private Markets 360 Podcast

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StepStone

RPM Ep. 61 | Beyond Top Quartile: What Deal-Level Benchmarking Unlocks for Private Market Investors

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StepStone

Venture’s Shifting Landscape: Liquidity, Selectivity, and Secondaries

Regulation and Accounting
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Principal Asset Management

What is Tranche Thickness, and Why Does It Matter for Life Insurers?

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New England Asset Management

Private Credit vs. Subprime Mortgages: Familiar Risks, Different Consequences

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Conning

FHLB as a Strategic Lever for Insurance Balance Sheets

Alternatives
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Nuveen

Investing Across the AI Supercycle

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Deerpath Capital

Fundamentals – Vol. 3 How Direct Lending Funds Are Structured – and Why It Matters

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Blue Owl

Can Credit Secondaries Solve the Liquidity Puzzle for Insurance Portfolios?

Data and Technology
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PPM America

Emerging Markets Debt: A Tropical Oasis from an AI Winter?

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T. Rowe Price

The Long View: Lip-Bu Tan, CEO of Intel

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Federated Hermes

Tech IPOs Play Leapfrog

Macro Strategy
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Morgan Stanley Investment Management

The BEAT™ for Q3 2026 - July

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MetLife Investment Management

A New Investment Playbook for An Unruly World

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Morgan Stanley Investment Management

The Water Constraint

Risk Management
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Manulife Investment Management

The Strategic Case for EMD Hard Currency: Data-Driven Insight for Institutional Investors

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DoubleLine Capital LP

Robert Cohen: Fixed Income the Ballast, Not Another AI Bet | Adjusted for Risk

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Milliman

Asset-Liability Management & Strategic Asset Allocation Solution

Multi-Asset
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Morgan Stanley Investment Management

Adapting to a Structurally Higher Nominal World

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Morgan Stanley Investment Management

The BEAT™ for Q2 2026 - June

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T. Rowe Price

The International Edge: Why It’s Working Now

What's New
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Manulife Investment Management

Opportunistic Credit in an Evolving Market: Understanding the Strategy and Its Relevance in the Private Credit Landscape

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Morgan Stanley Investment Management

Adapting to a Structurally Higher Nominal World

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Milliman

Enhancing SAA Outcomes With Derivatives: Insights From a RILA Case Study

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TPG

Private Credit: Risks, Resilience, and Opportunity

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Principal Asset Management

What is Tranche Thickness, and Why Does It Matter for Life Insurers?

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DoubleLine Capital LP

Jeffrey Gundlach and Felix Zulauf: The Second Inning of a Major Shift

American Century Investments®

At the Intersection of ABS, CLOs & Private Credit – Know What You Own

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Blue Owl

Can Credit Secondaries Solve the Liquidity Puzzle for Insurance Portfolios?

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Apollo

From Origination to Execution: How Integrated Platforms Drive Value in ABF

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