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-...
Maritime finance is the topic of the day. Asset-backed lending is the strategy. We're joined by Svein Engh, Senior Managing director, and portfolio manager at EnTrust Global. Svein, welcome.Svein: T...
Every insurance asset management outsourcing involves an IMA - an Investment Management Agreement, or it's supposed to. I've been in this business a long time and I've never spent more than a second...
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...