Podcast Center

Tune in to the InsuranceAUM Podcast, which 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.

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NAV Loans: From Fund Finance to Investment Opportunity

AllianceBernstein
10/20/26

Net asset value (NAV) loans may offer solutions for private equity and benefits for insurers.

MarkJochims-MorganStanley

Filling the Gap: The Expanding Role of Direct Lenders in Europe

Morgan Stanley Investment Management
10/19/26
Episode: 393
with Mark Jochims

Mark Jochims, Head of European Private Credit at Morgan Stanley Investment Management, joins the InsuranceAUM.com Podcast to discuss the growth of European direct lending, its diversification potential for insurers,and the forces shaping the market’s next phase.

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Deal Debrief: OpenAI Deployment Company

Brookfield
10/13/26

Brookfield discusses its investment in the OpenAI Deployment Company and the infrastructure needed to accelerate AI deployment across enterprises.

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Bondmageddon: Don’t Fight the Curve

DoubleLine Capital LP
10/12/26

DoubleLine’s Ken Shinoda examines the sharp rise in Treasury yields, narrow equity market leadership and persistent inflation concerns while highlighting opportunities in short-duration securitized credit and floating-rate investments.

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An Analyst’s View on the Health of the Private Credit Market

T. Rowe Price
10/12/26
Episode: 392
with Pranay Subedi, CFA

Pranay Subedi of T. Rowe Price discusses the health of the private credit market, including BDC structures, liquidity risk, AI exposure, underwriting quality, and the outlook for credit losses.

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Bull Market for Real Estate Secondaries

StepStone
10/08/26
Episode: 391
with Brendan MacDonald & Margaret McKnight

Margaret McKnight and Brendan MacDonald of StepStone Real Estate discuss why today’s real estate reset may be creating attractive opportunities across secondaries, recapitalizations, and portfolio construction.

David-Ross-Northleaf

Private Credit: Risks, Opportunities and the Evolution of Capital

Northleaf
10/05/26
Episode: 390
with David Ross

David Ross, Managing Director and Head of Private Credit at Northleaf, discusses private credit risks and opportunities, AI exposure, portfolio positioning and the evolving relationship between insurers and private credit managers.

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Quarterly Views from First Eagle Global Value Team: 3Q26

First Eagle Investments
10/05/26

In this quarter’s Views from the Global Value team, Portfolio Manager and Senior Research Analyst Adrian Jones explains why international equities have continued to outperform US markets in 2026. He also examines how growing sovereign and corporate debt, currency dynamics and shifting capital flows may increase risks, and why the team remains focused on scarce, resilient businesses with attractive long-term fundamentals.

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Gundlach: Rates, Risk and the Road Ahead

DoubleLine Capital LP
10/02/26

In this highlight video from DoubleLine’s September client event at the Plaza Hotel in New York, CEO-CIO Jeffrey Gundlach joins Deputy CIO Jeffrey Sherman for a wide-ranging look at bonds, credit and markets. Mr. Gundlach argues that many of the relationships that investors relied on for decades have stopped working, a new world he calls “backward land.” The clearest consequence is a view that runs against conventional wisdom: “In the next recession, long term rates will go up” as a downturn pushes the deficit toward 12% of GDP and interest expense toward $3 trillion a year. With the government increasingly uncomfortable with where rates are headed, he expects more intervention, starting with a larger Operation Twist.

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The BSL and Private Credit Convergence Zone, An Evolving Landscape

AGL Credit
10/01/26
Episode: 389
with Taylor Boswell

Taylor Boswell of AGL Credit discusses the convergence between broadly syndicated loans and private credit, what it means for insurance investors, and how portfolio construction, bank partnerships, and AI risk are reshaping corporate credit.

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Mid Caps: Overlooked and Underloved

Fidelity Investments
09/28/26

Hear from portfolio manager, Dan Sherwood, as he shares his views on mid caps, his “sweet spot” of the market for investors seeking a balance of risk and return.

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Jeffrey Sherman: Bessent Testing the Plumbing | Bloomberg TV

DoubleLine Capital LP
09/24/26

DoubleLine Deputy CIO Jeffrey Sherman joins Bloomberg’s The Close to discuss why the firm’s not backing away from the front end of the U.S. Treasury yield curve despite a rough year for bonds.

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