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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.
2026 Credit Market Outlook: Boring, Choppy or Hot?
In this 2026 Credit Market Outlook round table, DoubleLine’s Phil Gioia moderates a wide-ranging discussion with Portfolio Managers Robert Cohen, Ken Shinoda and Morris Chen, exploring how shifting macroeconomic dynamics, valuations and emerging structural themes – most notably AI-driven capital investment – are shaping today’s credit landscape.
Diversifying Within Structured Credit
Noelle “Elle” Sisco of First Eagle Napier Park discusses how insurers can approach structured and alternative credit, with insights on collateral quality, active management, liquidity, and navigating late-cycle credit markets.
Navigating Economic Currents: Shaping Insurance Investment Strategies
Conning’s Cindy Beaulieu and Matt Reilly join the podcast to discuss insurance portfolio strategy, market volatility, ALM, liquidity, and regulatory focus.
Infrastructure Equity in Today’s Markets: Themes, Trends, Opportunities
Gianluca Minella of InfraRed Capital Partners joins Stewart Foley to discuss how insurers are increasing allocations to infrastructure equity and why the asset class is gaining momentum.
Building Resilient Portfolios for Insurers: DoubleLine’s Long-History Insights on ABS and ABF
DOWNLOAD PDF Stewart: Hey, welcome back. It's great to have you, and thanks for joining us. This is the InsuranceAUM.com podcast, the home of the world's Smartest Money. And my name is Stewart Foley....
Convergence with Armen Panossian, Raghav Khanna, and Danielle Poli
How are private and liquid credit evolving into complementary forces? And how can combining these two distinct but interlinked markets be of benefit to both investors and issuers? In an in-depth conve...
Emerging Markets Debt - Investing in Stability Amongst an Ever-Changing Landscape
Siddharth Dahiya of Aberdeen Investments joins Stewart Foley to explore how insurers can navigate the evolving opportunities and risks in emerging market debt.
Clipping Coupons with Jennison Fixed Income: Life of a Trader
Jennison’s bond investing is far more than fundamental research - skillful trading contributes to returns. On the latest Clipping Coupons with April Borawski, learn what goes on under the hood. “Traders are expected to be active participants in the investment process. We're definitely not just executioners.”
How Insurers Can Unlock Alpha Through Residential Whole Loans
Nancy Mueller Handal, CIO at Bayview Asset Management, joins the InsuranceAUM.com podcast to share her perspective on how insurers can access alpha through residential loans and asset-based finance, drawing on decades of structured credit experience.
The Low Rate Environment Could Impact Products and Investment Portfolio Mix
Bob Huang of Morgan Stanley joins the InsuranceAUM.com podcast to discuss how a lower-rate environment could reshape insurance product innovation and portfolio strategy.
Looking at Possibility for a Steeper Yield Curve, Says Jeffrey Gundlach
DoubleLine founder and CEO Jeffrey Gundlach joins CNBC's "Closing Bell" to discuss Federal Reserve chairman Jerome Powell's remarks after the central bank’s Federal Open Market Committee lowered its benchmark overnight borrowing rate to a range of 3.75%-4%.
Perspectives: Matching Liabilities With Opportunity: Fixed Income Strategies for Insurers
DoubleLine’s Phil Gioia, Client Portfolio Manager, sits down with Paul Schroeder, Relationship Manager for Insurance Clients, to discuss the evolving landscape of insurance asset management.