A year ago, many market participants were arguing that 2023 would be a great year for fixed income. Following a series of aggressive policy rate hikes, it seemed at the start of the year to be a great...
Download the Article Welcome to another edition of the InsuranceAUM.com Podcast. My name’s Stewart Foley, I'll be your host. Today's topic is convertible bonds...
Markets have been talking about the upcoming US recession for more than a year. As of yet, a recession has not arrived. But with an outlook of either higher rates or a recession, and valuations in no-...
Welcome to another edition of the InsuranceAUM.com Podcast. My name's Stewart Foley, I'll be your host. Welcome back. We're very happy to have you. Today's topic is CMBS and commercial real estate. ...
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. My...
Everybody's talking about ESG these days and this podcast is no different. What is different is our guest. Our guest is from Robeco. Robeco has been a leading asset manager in the field of sustainab...
You have got to be kidding me that we're talking about core fixed income today. Welcome to the Insurance AUM Journal Podcast. I am joined by Wesley Pate of Income Research and Management, commonly k...
Stewart: This year, the volume in the secondaries market is going to top a $100 billion for the first time ever. A lot of money's flowing here. We want to talk about it. It's not something we've talk...
Stewart: Welcome to another edition of the Insurance AUM Journal podcast. My name is Stewart Foley, and I'll be your host standing with you at the corner of insurance and asset management with David ...