Leverage 60+ Years of Private Real Estate Debt Experience

2025 REIT Market Perspectives and a Look Ahead

Global Market Perspectives: The World Turned Upside Down

The Importance of Covenants

Beyond DeepSeek: AI Disruption and the Implications for Real Estate

Private Infrastructure: 2025 Outlook

Fixed Income Perspectives

2025 Inside Real Estate Outlook: Poised for Growth

Perspectives: Optimism through the obstacles

Episode 260: Behind the Numbers: Insights from Quant Experts at Principal Asset Management, StepStone Group, and Fidelity Investments

Discover how quantitative methods are reshaping portfolio construction, liquidity management, and private market strategies for insurance asset managers on the InsuranceAUM.com Podcast.

What’s driving data center providers’ investments in environmental sustainability?

Data center sustainability practices continue to evolve, and yesterday’s stretch goal may be today’s table stakes. Forward-thinking data center providers continue to innovate new ways to mitigate their impact.

Why it’s (still) a good time to invest in private real estate credit

We believe it’s a good time for debt. Benefits include diversification—a lack of correlation to other asset types— as well as returns comprised primarily of income, attractive relative value, and equity cushion to absorb asset stress due to unexpected events. Given current market opportunities, private real estate credit looks particularly attractive today.

Episode 242: Uncovering value in investment grade private credit

Michael Zorich, CFA, is the Managing Director and Head of Investment Grade Private Credit at Principal Asset Management.

2024 Mid-Year Real Estate Outlook: Waiting for clarity

Fixed Income Perspectives: 3Q 2024

Principal Fixed Income: Yield beyond spread

Episode 216: CIO Spotlight: Michael Goosay, CIO and Global Head of Fixed Income at Principal Asset Management

Michael Goosay is the CIO and Global Head of Fixed Income at Principal Asset Management.

Can single-family rentals help bridge the affordability gap

Direct Lending: Uncovering Value for Insurance Investors

Data center transformation: AI is here

2024 Real Estate Outlook – Threading the eye of the needle

Episode 186: CLOs: a critical market to insurance investors

Kevin Farley is the Managing Director and Structured Credit Portfolio Manager at Post Advisory Group, a subsidiary of Principal Financial Group.

Episode 177: Data centers: What is driving the surge in demand and how can insurance investors benefit?

Jeff Menz and Casey Miller are Managing Directors of Portfolio Management at Principal Real Estate Investors.

Principal Fixed Income Perspectives

Recession takeoff delayed but not canceled. While the timing of a recession remains uncertain, unique opportunities exist for fixed income investors as we head into the final quarter of 2023.

Episode 146: Executive Spotlight: Ken McCullum, Executive Vice President and Chief Risk Officer of the Principal Financial Group

Ken McCullum is the Executive Vice President and Chief Risk Officer of Principal Financial Group.

Looking ahead to Q3 2023: A recession on the horizon

With the likelihood of a recession growing, the landscape for fixed income investors is shifting as we enter the third quarter of 2023.

Episode 130: Navigating the Current Preferred and Capital Securities Landscape with Phil Jacoby, Executive Director and CIO of Spectrum

Phil Jacoby is the Executive Director and Chief Investment Officer at Spectrum, a wholly-owned subsidiary of Principal.

Quarterly fixed income perspectives: looking ahead to 2Q 2023

With the first quarter of 2023 behind us, some economic tides are starting to turn.

Quarterly fixed income outlook: Opportunity amid volatility

In 2022, historically high inflation led global central banks to make a series of bold tightening moves. In 2023, we believe this may result in a significant slowing of global growth and, in the U.S., a likely recession by the middle of 2023.

Episode 79: Why private real estate debt can benefit insurance investors

Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore the benefits of private and public real estate debt for insurance investors, including diversification, inflation protection, and yield enhancement.