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.
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 r...
The New Exceptionalism: 3Q 2026 Global Market Perspectives
Our quarterly investment outlook highlights the themes and investment implications for the period ahead.
Quarterly Views from First Eagle Direct Lending Team: 2Q26
Michelle Handy explains how direct lenders evaluate the risk of AI and other disruptive technologies during underwriting. Because direct lending investments are illiquid, lenders must identify and address these risks before committing capital.
Why Infrastructure, Why Now?
Nick Coxon and Ben Taylor of Macquarie Asset Management join host Stewart Foley, CFA, to discuss why infrastructure debt and equity are attracting insurers, how the asset class can support inflation protection and liability-aware portfolios, and where new opportunities are emerging.
Channel 11: World Cup Distractions and Mag 7 Disappointments
DoubleLine Portfolio Manager Ken Shinoda reviews a June market environment shaped by easing energy prices, broader equity participation, Fed policy shifts and continued strength in short-duration and floating rate fixed income. He also discusses Mag 7 performance, inflation breakevens and why he believes the market is becoming more selective.
Jeffrey Sherman: The Bond Market Woke Up to Warsh | Bloomberg TV
DoubleLine Deputy CIO Jeffrey Sherman joins Bloomberg’s The Close with Katie Greifeld and Romaine Bostick to discuss the recent U.S. Treasury rally, attributing the front-end move primarily to relief in crude oil prices but cautioning that core inflation still has a problem.
Robert Cohen: Fixed Income the Ballast, Not Another AI Bet | Adjusted for Risk
Robert Cohen discusses how war, inflation and AI investment are shaping corporate credit markets. He explains why DoubleLine limits AI exposure in fixed-income portfolios and favors lower-duration, actively managed strategies.
AM Best Webinar Recording: Private Real Estate Lending for Insurers
Hear insights from SLC Management and BGO on private real estate lending for insurers, including portfolio fit, capital considerations and market opportunities.
Channel 11: Stocks Soar, Bonds Snore
DoubleLine Portfolio Manager Ken Shinoda reviews a May market environment where equities rallied while bond yields repriced higher. He discusses tech and momentum leadership, global market divergence, commodity softness, resilient macro data and fixed income opportunities in floaters, short duration and securitized credit.
Jeffrey Gundlach on Kevin Warsh and a New Era at the Fed | CNBC
DoubleLine CEO and CIO Jeffrey Gundlach discusses Fed Chair Kevin Warsh’s debut FOMC press conference and what it may signal for monetary policy. He also shares views on long-term Treasuries, U.S. equity concentration, AI capital spending, emerging markets and Fed independence.
Jeff Diehl on Private Credit Risks and Hyperscalers | S&P Global Private Markets 360 Podcast
In this S&P podcast, Jeff Diehl discusses why private credit hyperscalers may face deployment pressure that can erode underwriting discipline and returns.
Conning's Investment Perspective
In this Conning Investment Perspective, Cynthia (Cindy) Beaulieu, Conning’s Chief Investment Officer for North America, shares insights on the evolving Fed approach and its impact on portfolio positioning across credit and structured sectors.