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Podcast Center
Podcast Center
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.
Opportunities in Emerging Market Corporates with Fidelity's EM Debt Team
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.
Growth Has Consequences: Direct Lending at Scale
Audie Apple, Head of Equity Capital Formation at Fidelity Direct Lending, joins the podcast to discuss the rapid growth of direct lending, structural market shifts, and what investors need to watch as the asset class scales.
Episode 284: Bonds, Benchmarks, and Beyond: An Insider's Perspective on Fixed Income Investing
Christine Thorpe of Fidelity Investments explores core fixed income, market trends, and sector positioning with Fidelity Investments.
Episode 257: High Yield Real Estate Lending: Navigating the Shifting Landscape
Explore the state of high-yield real estate lending with insights into private capital, middle-market opportunities, and Fidelity’s real estate debt strategies.
Episode 205: Direct Lending with Fidelity's David Gaito
David Gaito is the Head of Direct Lending at Fidelity Investments.
Episode 138: How can they not know which one’s the brake or the gas? with Mike Ashton, The Inflation Guy
Michael Ashton is the CEO of Enduring Investments.
Episode 125: Investing Across the Credit Spectrum with Bryan Krug, Managing Director and Portfolio Manager on the Artisan Partners Credit Team
Bryan Krug is the Managing Director and Portfolio Manager on Artisan Partners’ Credit Team.
Episode 113: Inflation, Labor Markets, and the Fed featuring Mike Ashton, the Inflation Guy
Mike Ashton is "The Inflation Guy," an Inflation Consultant and Expert.
Episode 99: What Really Drives Inflation with Mike Ashton, The Inflation Guy
Explore inflation dynamics and economic trends with host Stewart Foley on the InsuranceAUM.com Podcast. Gain insights into the Fed’s policy approach, the yield curve, and the metrics shaping today’s markets.
Episode 69: Exploring Inflation Drivers Today with Mike Ashton, The Inflation Guy
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore inflation’s impact on insurers, the drivers behind CPI, and how broader economic trends are reshaping investment strategies.
Episode 58: Inflation: Transitioning to Troubling from Transitory
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore inflation dynamics, from rising core inflation to the challenges of traditional economic models, and what it all means for insurance investors.
Episode 43: Meet Michael Ashton - The Inflation Guy
Join host Stewart Foley on the InsuranceAUM.com Podcast as we explore the impact of inflation on insurance companies, the challenges of measuring it, and strategies for managing inflation risk in investment portfolios.