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...
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-...
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...
Stewart: What to do about equities in insurance company portfolios, that's the topic of the day. My name is Stewart Foley. This is The Insurance AUM Journal Podcast. We're joined by Nick Martowski, C...
Stewart: Welcome to another edition of the Insurance AUM Journal podcast. My name is Stewart Foley. I'll be your host standing with you at the corner of insurance and asset management, with none othe...