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.
DoubleLine Portfolio Manager Morris Chen discusses DCRE, DoubleLine’s active investment-grade commercial mortgage-backed securities ETF, and the importance of bottom-up selectivity in commercial real estate debt. He also shares his cautious view on data center CMBS when spreads do not compensate investors for the additional uncertainty.
Keith Ashton and David Ells, portfolio managers in Alternative Credit at Ares Management, break down asset-based finance (ABF), explore why insurers are leaning into private credit, and share how to access opportunities in today’s evolving structured credit landscape.
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