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.
Commercial Real Estate Bridge Loans: Alpha in CRE Credit
Jim Higgins of Shelter Growth Capital Partners joins the InsuranceAUM.com podcast to discuss commercial real estate bridge loans, CRE credit opportunities, underwriting discipline, market fundamentals, and the role of bridge lending in insurance portfolios.
Gundlach Unlocked: Positioning for Higher Rates, Persistent Inflation and Rate Hikes
DoubleLine CEO Jeffrey Gundlach discusses why long-term interest rates may remain elevated, why inflation could prove more persistent than expected, and why market risks may extend across equities, commodities, private credit, AI, and global capital markets. The webcast also examines weakening consumer sentiment, affordability pressures, and the potential implications of a weaker U.S. dollar.
Commercial Mortgage Loans: Building Around the Insurance Balance Sheet
Morris Chen, Portfolio Manager and Head of CMBS & CRE Debt Investments at DoubleLine Capital, and Robert Stanbrook, Portfolio Manager for the firm's CRE Loan Platform, join the InsuranceAUM.com Podcast to discuss the role of commercial mortgage loans in insurance portfolios.
DoubleLine Minutes: Return of the Bond Vigilantes
DoubleLine’s Eric Dhall and Mark Kimbrough review a volatile week when stocks hit a new high before selling off as Treasury yields rose sharply. Listeners will hear their views on inflation pressure, bond vigilantes, Fed expectations and key economic data to watch.
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.
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.
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.
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.
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.
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.
Repricing and Resurgence: The Evolution of Real Estate
Peter Braffman of GCM Grosvenor joins host Stewart Foley to discuss how repricing, capital flows, and operational performance are reshaping real estate investing for institutional and insurance investors.