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
Bull Market for Real Estate Secondaries
Margaret McKnight and Brendan MacDonald of StepStone Real Estate discuss why today’s real estate reset may be creating attractive opportunities across secondaries, recapitalizations, and portfolio construction.
Private Credit: Risks, Opportunities and the Evolution of Capital
David Ross, Managing Director and Head of Private Credit at Northleaf, discusses private credit risks and opportunities, AI exposure, portfolio positioning and the evolving relationship between insurers and private credit managers.
Quarterly Views from First Eagle Global Value Team: 3Q26
In this quarter’s Views from the Global Value team, Portfolio Manager and Senior Research Analyst Adrian Jones explains why international equities have continued to outperform US markets in 2026. He also examines how growing sovereign and corporate debt, currency dynamics and shifting capital flows may increase risks, and why the team remains focused on scarce, resilient businesses with attractive long-term fundamentals.
Gundlach: Rates, Risk and the Road Ahead
In this highlight video from DoubleLine’s September client event at the Plaza Hotel in New York, CEO-CIO Jeffrey Gundlach joins Deputy CIO Jeffrey Sherman for a wide-ranging look at bonds, credit and markets. Mr. Gundlach argues that many of the relationships that investors relied on for decades have stopped working, a new world he calls “backward land.” The clearest consequence is a view that runs against conventional wisdom: “In the next recession, long term rates will go up” as a downturn pushes the deficit toward 12% of GDP and interest expense toward $3 trillion a year. With the government increasingly uncomfortable with where rates are headed, he expects more intervention, starting with a larger Operation Twist.
The BSL and Private Credit Convergence Zone, An Evolving Landscape
Taylor Boswell of AGL Credit discusses the convergence between broadly syndicated loans and private credit, what it means for insurance investors, and how portfolio construction, bank partnerships, and AI risk are reshaping corporate credit.
Mid Caps: Overlooked and Underloved
Hear from portfolio manager, Dan Sherwood, as he shares his views on mid caps, his “sweet spot” of the market for investors seeking a balance of risk and return.
Jeffrey Sherman: Bessent Testing the Plumbing | Bloomberg TV
DoubleLine Deputy CIO Jeffrey Sherman joins Bloomberg’s The Close to discuss why the firm’s not backing away from the front end of the U.S. Treasury yield curve despite a rough year for bonds.
September Views from First Eagle Global Value Team
Christian Heck, Deputy Head of Global Value and Portfolio Manager, explains what is driving 10-year Treasury yields higher and discusses how the Global Value team is employing a barbell approach to identify value in a rising-rate environment.
Ken Shinoda: Are You Long Tech Twice? | Bloomberg TV
DoubleLine Portfolio Manager Ken Shinoda joins Bloomberg’s The Close to break down the Federal Reserve’s unanimous decision to hike. Mr. Shinoda notes markets had already priced in a hike with better than 90% confidence, so the real story is how quickly the bond market gave back its initial rally.
Jeffrey Gundlach: Fed Needed ‘Stun and Done’ Hike of 50 bps
DoubleLine CEO-CIO Jeffrey Gundlach joins CNBC following Federal Reserve Chairman Kevin Warsh’s Federal Open Market Committee (FOMC) press conference, calling the FOMC’s hike of 25 basis points (bps) a case of too little, too late. Mr. Gundlach says he would have dissented in favor of 50 bps, what he dubs “stun and done,” pointing to sustained inflation metrics.
Global Real Estate Opportunities for Insurers
Greg Eudicone of Barings discusses today’s commercial real estate opportunity set, including sector dispersion, debt versus equity, healthcare real estate, alternative property types, and disciplined asset selection.
August Insights from Diamond Hill Fixed Income Team
Explore why we remain overweight to securitized assets and how understanding the structural complexities of this market can help investors navigate beyond traditional benchmarks.