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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.
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.
Lauren Hochfelder on Bloomberg The Close
Lauren Hochfelder, Co-CEO of Morgan Stanley Real Estate Investing, joined Bloomberg The Close to discuss market expectations for real estate, what’s ahead in senior housing and net lease investing. Lauren also addresses the manufacturing build out that is driving increased demand within industrial real estate, another major focus area for Morgan Stanley Real Estate Investing.
The Science (and Art) of Bond Trading
Trader Masaya Okoshi and host Amar Reganti talk about the evolution and mechanics of bond market trading.
The Evolving Role of Fixed Income in Insurance Investment Portfolios – Opportunities and Use-Cases in an Increasingly Multi-Asset World
Jeff Miller and Stephen “Fitz” Fitzsimmons of Morgan Stanley Investment Management discuss the evolving role of fixed income in insurance portfolios, from ALM optimization to opportunities in public and private credit.
Opportunities in Emerging Market Corporates with Fidelity's EM Debt Team
Tim Gill and Juan Tavarez of Fidelity Investments join the podcast to discuss opportunities in emerging market corporates and how insurance investors can navigate risk and find value.
Growth Has Consequences: Direct Lending at Scale
Audie Apple, Head of Equity Capital Formation at Fidelity Direct Lending, joins the podcast to discuss the rapid growth of direct lending, structural market shifts, and what investors need to watch as the asset class scales.
Insurance Quick Takes: Positioning portfolios for what’s next in private credit
The views expressed are those of the speaker at the time of filming. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or...
Episode 284: Bonds, Benchmarks, and Beyond: An Insider's Perspective on Fixed Income Investing
Christine Thorpe of Fidelity Investments explores core fixed income, market trends, and sector positioning with Fidelity Investments.
Episode 281: How Can BDCs Be Used to Optimize Direct Lending?
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore how BDC disclosures provide transparency into direct lending, asset quality, and market trends for insurance investors.
Insurance Quick Takes: The latest from the NAIC on CLO and bond fund capital charges
The views expressed are those of the speaker at the time of filming. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or...
Episode 266: Wellington Management’s 2025 Insurance Outlook
Join host Stewart Foley on the InsuranceAUM.com Podcast as we discuss strategies and insights for insurers preparing for 2025, including surplus optimization, yield opportunities, and asset-based finance.
Episode 257: High Yield Real Estate Lending: Navigating the Shifting Landscape
Explore the state of high-yield real estate lending with insights into private capital, middle-market opportunities, and Fidelity’s real estate debt strategies.