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-...
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...
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...
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 sust...
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...