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.
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.
Direct Lending: Sorting Signal from Noise
Ron Kantowitz explains how to separate signal from noise in direct lending, from AI concerns to portfolio construction and market volatility.
RPM Ep. 57 | Power, planets and the abyss — How AI, space, and the deep sea are shaping private markets
Suzanne Tavill, Global Head of Responsible Investment, joins Michael Venne to unpack the game-changing themes explored in our two recent whitepapers: how AI-driven energy demand is sparking investment opportunities across the power ecosystem, and how falling exploration costs are reframing the deep sea and space as an extension of Earth’s industrial base.
Fogs Lift a Bit, Animal Spirits a Lot
DoubleLine Portfolio Manager Eric Dhall and Asset Allocation Strategist Ryan Kimmel welcome the market driver: signs belligerents in the U.S.-Iran war might de-escalate and re-open the Strait of Hormuz. Eric and Ryan, however, take a wait-and-see stance amid uncertainties on a hope-for road from ceasefire to lasting peace.
Who is Winning the US-China AI Race?
Aberdeen’s Macro Bytes podcast explores whether the U.S. or China is better positioned in the AI race. The discussion looks beyond model performance to examine the role of energy, chips, manufacturing, open-source adoption, government policy, and real-world deployment.
Fund Finance: Evolution, Opportunity, and Portfolio Construction for Insurers
Michael Timms, Co-Head of Fund Finance at Bayview Asset Management, discusses the evolution of fund finance into a broader ecosystem of investment solutions. He explores how insurers can allocate across different segments of the fund finance market and why it represents a structural opportunity for insurance portfolios.
What Now? Private Market Implications in Tumultuous Times
Drew Schardt of Hamilton Lane shares insights on navigating private markets amid volatility, evolving risks, and shifting investment opportunities.
Channel 11: The Land of Pain - Part Deux
DoubleLine Portfolio Manager Ken Shinoda breaks down the “Land of Pain” in March across equities, commodities and fixed income, reviewing market performance with an eye on risk management, global allocation, duration strategy and where opportunities might emerge as markets reprice risk.
Going Beyond Core: How Allocators are Tapping New CRE Debt Opportunities
Justin Pinckney of AEW joins the podcast to discuss how allocators are moving beyond core commercial real estate debt into alternative sectors, emerging opportunities, and evolving risk strategies.
Private Chat — Doing the Safety Dance in the Lower Middle Market
Recent headlines suggest the private credit market is beginning to crumble; however, the asset class isn't a monolith. Look further downmarket, and a far more resilient story emerges.
Channel 11: Skynet or OPEC? What Keeps You Up at Night?
February delivered a sharp rotation across global markets, and in this episode of Channel 11, DoubleLine Portfolio Manager Ken Shinoda breaks down what’s driving the shift.
Convergence: Navigating the Blurred Lines Between Public and Private Credit
Chris Gudmastad of Loomis Sayles joins the InsuranceAUM.com Podcast to discuss the growing convergence of public and private credit and what it means for insurers.