Podcast Center
Tune in to the InsuranceAUM Podcast, which 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.
Episodes Listing
RPM Ep. 62 | 2H26 Real Estate House Views
In our latest episode of RPM, Jeff Giller and Margaret McKnight discuss our 2H26 house views on the state of the real estate market. Current real estate pricing seems to be near the bottom of the cycle, creating a compelling entry point for investment. There is dislocation and pressure to sell certain assets. While macro uncertainty is high, we are cautiously optimistic about property fundamentals.
Evolution of Direct Lending: Relationship Based Lending Drives Relative Value
Gavin Baiera of Centerbridge and David Marks of Wells Fargo Commercial Capital discuss how relationship based lending and access to founder and family owned businesses can broaden the opportunity set in direct lending and support greater diversification for insurance investors.
Sherman: The Debt-Fueled Boom Is Breaking the Bond Market | Bloomberg TV
DoubleLine Deputy CIO Jeffrey Sherman joins Bloomberg’s The Close to unpack the latest leg of the bond sell-off, which he attributes to a confluence of anxieties, from AI-driven hyperscaler capital expenditure (capex) to years of unresolved fiscal excess across the developed world.
Perspectives: Bill Campbell - Reading the Fed Without a Script
DoubleLine's Bill Campbell, head of the firm's global sovereign and emerging markets team, joins Client Portfolio Manager Jeff Probst on the latest episode of Perspectives to unpack why markets read Fed Chair Warsh's second meeting so differently than his first.
What Drives Credit Spreads When Rates Rise?
Federated Hermes offers investment solutions across a range of asset classes.
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 ...
Demand, Dispersion, and AI: Where Credit Researchers Are Finding Conviction
Bixby Stewart of Invesco Fixed Income joins the podcast to discuss tight investment-grade credit spreads, powerful institutional demand, AI-driven issuance, and where disciplined credit research is uncovering opportunity.
Middle East Tensions and Investment Implications for Infrastructure
Daniel McCormack and Liam Auer discuss how conflict in the Middle East may affect energy prices, inflation and global growth. They also examine what changing energy-security needs could mean for utilities, renewable energy and infrastructure portfolios.
Private Market Priorities for Insurance Investors
Sidd Chakravarty of CoAction Global discusses the private market priorities shaping insurance portfolios, including asset-based finance, AI and digital infrastructure, portfolio construction, manager selection and the evolving regulatory environment.
Insurance Investing in Railcar Leasing
Ross Sylvester of Napier Park Global Capital and Katie Cowan of First Eagle Investments discuss how railcar leasing may offer insurers resilient income, inflation sensitivity, hard-asset collateral and portfolio diversification.
Emerging Market Debt: Reform, Resilience, and Private Credit
From improving fundamentals to expanding private credit opportunities, hear where Aberdeen is finding value across an increasingly selective emerging market debt landscape.
The Structural Shift: How Insurance, BDCs, and AI are Reshaping Private Credit and Why the Lower Middle-Market is Built to Last
Trevor Clark of TPG Twinbrook Capital Partners joins the podcast to discuss how insurance capital, BDCs and AI are reshaping private credit—and why disciplined lower middle market lending may continue to offer durable value.