Tune in to the InsuranceAUM.com Podcast, hosted by our Managing Partner, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Our podcasts are available in the Podcast Center and through popular distribution channels like Apple Podcasts, Spotify and YouTube. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.
Jennifer Taylor of State Street Investment Management joins the podcast to discuss emerging market debt, sovereign vs. corporate risk, and why a beta-first strategy may offer advantages in today’s policy-driven environment.
Oaktree’s Ross Rosenfeld joins the InsuranceAUM.com Podcast to discuss the rise of liability management exercises and what it means for restructuring and distressed investing.
Jeff Miller and Stephen “Fitz” Fitzsimmons of Morgan Stanley Investment Management discuss the evolving role of fixed income in insurance portfolios, from ALM optimization to opportunities in public and private credit.
Dmitri Rabin of Jennison Associates shares insights on the investment-grade securitized markets, including MBS, ABS, CLOs, and CMBS, with a focus on relative value, risk dynamics, and insurance portfolios.
Joyce Huang and Paul Norris of American Century Investments discuss why opportunistic securitized assets may offer insurers high‑yield potential with stronger credit quality and diversification benefits.
Tim Gill and Juan Tavarez of Fidelity Investments join the podcast to discuss opportunities in emerging market corporates and how insurance investors can navigate risk and find value.
In a year already marked by tariff uncertainty, market volatility and macro-level changes, what’s next for the rest of 2025? In our newest podcast series, Checking In, Looking Ahead, our investment team provides insights and outlook on what’s to come.
In this episode, John Sherman of Polen Capital explains why public credit still deserves a place in institutional portfolios—and how it compares to the booming private credit market.
This episode of the Pathways Podcast delves into the complexities of the current macroeconomic environment and its profound impact on asset classes. Daniel McCormack, Head of Research, hosts a discuss...
In this episode of Clipping Coupons, Head of Securitized Dmitri Rabin explains why indicators may be overstating the health of US consumers and the economy.
Sam Kaplan, portfolio manager at Jennison Associates, dives deep into interest rates, economic volatility, and investing opportunities in our new “Clipping Coupons” podcast. Download Transcript
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