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.
Mansi Patel and Jeff Matthews of Principal Asset Management join the InsuranceAUM.com podcast to discuss how AI, energy transition, and infrastructure trends are shaping insurance portfolio strategy.
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore the benefits of private and public real estate debt for insurance investors, including diversification, inflation protection, and yield enhancement.
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