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 Insurance AUM.com podcast. I'm Stewart Foley. I'll be your host. Today's topic is net lease investments,...
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, and I'll be your host. Welcome, welcome, welcome. And today's topic is direct lending, and we're talking with Tre...
Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley and I'll be your host.Warren Buffet famously said, "You can't tell who's swimming naked until the tide goes out." ...
Welcome to another edition of the InsuranceAUM.com Podcast. My name's Stewart Foley and I'll be your host. We're talking about ABS, mortgages, and specialty finance with TJ Durkin of Angelo Gordon. ...
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...