Bill O'Neill is Principal Senior Portfolio Manager and a member of the Investment Committee at Income Research and Management.
Today's topic is CMBS and commercial real estate. We're joined today by Jim Gubitosi, co-CIO of Income Research and Management.
Welcome to another edition of the InsuranceAUM.com podcast. I'm joined today by Tim Antonelli, insurance strategist and portfolio manager, and managing director at Wellington.
Mortgages make up about 30% of the core bond market. It is a massive holding for most any insurance company, and we are going to have a very in-depth conversation today about the mortgage market.
The Asian insurance market is one that has always fascinated me. One that is growing rapidly. One that is very different than the US insurance marketplace. That's our topic today. We're very fortuna...
"...what we're seeing in the way we're positioning those portfolios is core bonds are back in. They're back incrementally more in favor. And so that is certainly advantageous because you're not having to stretch quite as much today to get the exact same yields that you were just only a year or two ago."