Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley, I'll be your host. As you all know, bond yields have surged dramatically over the past year, and we're here to ...
Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley, and I'll be your host. Our guest today says passive bond investing does not exist. That wo...
For standard performance and other important information, please click here: Dynamic Global Bond Strategy HighlightReturns based on Dynamic Global Bond (USD Hedged) Composite. The Global U...
My name's Stewart Foley, I'll be your host. Today we are joined by a repeat guest, a special guest, Mike Ashton of Enduring Investments, otherwise known as The Inflation Guy. Michael, welcome b...
Stewart: Welcome to another edition of the InsuranceAUM.com Podcast. We're thrilled to have you back and this is a good one today. We are talking about private credit with Bill Bohnsack, Preside...
Welcome, welcome, welcome to another edition of the insuranceaum.com podcast. Today's podcast is brought to you by SS&C Technologies, we're very happy to have them on as a platinum member. ...
Welcome to another edition of the InsuranceAUM.com podcast. I am joined today by Mike Ashton, The Inflation Guy, of Enduring Investments. Mike, welcome.Mike: Good to be back here yet again, Ste...
Stewart: Impact investing is certainly a hot topic with insurers these days, but what does impact investing mean? We're joined by Matt Lawton, portfolio manager in the Fixed Income Division at T...
Stewart: Real bond yields are on the rise for the first time in ages, and we're here to talk about leveraged credits, specifically floating-rate bank loans with Paul Massaro, head of Global High...
Wow, have we got a good one for you today. We have got the inflation guy with us today, Mike Ashton from Enduring Investments. And your visit is very well timed, Mike. Welcome.Michael: Yeah. Th...
Stewart: Everybody's talking about inflation these days and there's nobody better to ask than Mike Ashton, the Inflation Guy. Mike, thanks for coming back on.Michael: It's good to be b...
Stewart: Inflation is a double-edged sword for insurance companies. It causes the value of the liabilities to go up in the value of the bond portfolio to go down. So that is worthy of some...