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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.
Navigating the Future Macroeconomic Challenges and Commercial Real Estate Opportunities
Erin Patterson of Manulife joins the podcast to discuss macroeconomic volatility, commercial real estate strategy, and how institutional investors are navigating today's evolving market.
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.
Key Trends in Real Estate Investment with IREI
Hear Erin Patterson, our global co-head of research and strategy, discuss key macroeconomic trends and long-term demand drivers influencing today’s real estate investment strategies with IREI’s Chase McWhorter.
The Outlook for Infrastructure as an Asset Class
How the fast-moving, opportunity-rich universe of infrastructure equity investment can provide resilience, predictability, and outperformance for insurance asset management in a rapidly changing world...
Insurers are creatively investing in a growing asset class: natural capital
Insurers facing increasing regulatory and public pressure to manage climate-related risks are seeking to allocate their invested assets in ways that can support sustainability, the energy transition, and even nature itself through natural capital.
Episode 289: The Dividend Edge: Balancing Yield & Risk in Insurance Portfolios
Michael Hunstad and Jeff Sampson of Northern Trust Asset Management join the InsuranceAUM.com Podcast to explore how dividend strategies can help insurers balance yield, risk, and total return in today’s evolving equity market.
Episode 287: The Next 10 Years: Key Trends Influencing Insurers' Asset Allocation Decisions
Anwiti Bahuguna, PhD, CIO of Global Asset Allocation at Northern Trust Asset Management, explores Northern Trust’s 10-year capital market assumptions, macro themes like AI-driven productivity and energy transition, and what they could mean for insurers’ asset allocation decisions.
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.
Episode 268: The Power of Patient Capital: Navigating Private Credit Through Market Cycles
Join host Stewart Foley, CFA on the InsuranceAUM.com Podcast as we explore direct lending, sponsored finance, and middle market private equity, with insights into private credit opportunities for insurance investors.
Episode 264: The Future of Real Estate: Trends and Strategies with Maggie Coleman
Join host Stewart Foley on the InsuranceAUM.com Podcast as he discusses real estate investing trends, challenges, and opportunities.