Podcast Center
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.
Relative Value That Hasn’t Compressed: Why Commercial Mortgages Still Stand Out
Greg Michaud and Stefanie Stewart of Voya Investment Management discuss why commercial mortgages continue to offer compelling relative value, strong underwriting opportunities, and attractive risk-adjusted returns for insurance investors.
Bill Campbell on Global Bond Markets and Powell's Parting Gift | Bloomberg TV
DoubleLine Portfolio Manager Bill Campbell joins Bloomberg’s The Close live from DoubleLine’s L.A. offices to discuss what he sees as a structural sea change in global bond markets – one where developed market sovereign debt is increasingly being scrutinized with the same rigor historically reserved for emerging economies.
April Views from First Eagle Global Value Team
Portfolio Manager and Head of the Global Value team Matt McLennan explains why the conflict in Iran has abruptly reversed the “Goldilocks” scenario that markets had priced in and how gold has been efficiently pricing in the risk of war and renewing its role as a monetary reserve.
Quarterly Views from First Eagle Direct Lending Team: 1Q26
Michelle Handy, chief investment officer of direct lending at Napier Park Global Capital, explains why she believes that recent tensions in private credit reflect cyclical stress—not a structural breakdown in the asset class—and why these concerns reinforce the importance of manager selection, underwriting, diversification and understanding how vehicle structures impact liquidity.
Real Estate Outlook with Brian Niles
Tony Charles, Head of Research and Strategy for Global Real Assets, recently sat down with Brian Niles, Co-Head of MSREI and Co-Head of NHREF to discuss the outlook for real estate and what it takes to succeed in today's complex environment.
Steady by Choice, Powerful by Design: The Case for Actively Managed Core Fixed Income
A disciplined, yield-driven, relative-value approach can turn a core fixed income strategy into a compounding engine of income, stability, and durable alpha across market cycles.
RPM Ep. 58 | Implementation Framework With Miguel Sosa and David Robbins
In this episode of RPM, Miguel Sosa and David Robbins join co-host Anna Marcus to unpack the implementation gap holding advisors back from private markets—exploring why shifting public market dynamics demand a rethink of the traditional 60/40 portfolio, and how evergreen structures and a practical allocation framework can help advisors bridge the divide.
Tech Dominates Stocks, Treasuries Trade on Oil
DoubleLine’s Jeff Mayberry and Ryan Kimmel review a market led by large technology stocks, while Treasuries responded to oil-driven volatility. Viewers will hear their take on jobs data, inflation pressure, weak consumer sentiment, and key economic reports to watch.
Private Infrastructure Debt – Confidence with Discipline
Patrick Manseau, CFA, of MetLife Investment Management joins the InsuranceAUM.com Podcast to discuss infrastructure debt, digital infrastructure, and underwriting discipline in today’s market.
Jeffrey Sherman on Borrowed Prosperity and the Case for EM Local Currency | Bloomberg TV
DoubleLine Deputy CIO Jeffrey Sherman discusses why investors should focus on fundamentals instead of short-term headlines. Viewers will hear his views on stretched equity valuations, inflation pressure, emerging markets local currency bonds, gold, and why U.S. immigration policy may be one of the market’s most underpriced risks.
Deal Debrief: Fosber
On this episode of Deal Debrief, we unpack Brookfield’s acquisition of Fosber, a global leader in machinery used to produce corrugated packaging—an essential part of modern logistics.
Rethinking Portfolios for Dynamic Markets
In this P&I Quick Take, Senior Director of Private Markets Editorial Strategy Josh Scott speaks with Rui de Figueiredo, Global Head of Investment and Client Solutions and CIO of the Solutions and Multi-Asset Group at Morgan Stanley Investment Management.