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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.
Investment Grade Securitized Market Update
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.
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.
Clipping Coupons with Jennison Fixed Income: The Consumer Contradiction
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.
Clipping Coupons with Jennison Fixed Income: You Had Me At Duration
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
Clipping Coupons with Jennison Fixed Income: Nobody Puts Bonds in a Corner
After forty years of declining interest rates, bonds today are offering much higher yields. Steve Weiss, Fixed Income Business Development at Jennison Associates, discusses the implications of this new environment in our latest “Clipping Coupons” podcast.
Clipping Coupons with Jennison Fixed Income: My Name is Bond, Jake Bond
Listen to members of our fixed income team explore a broad range of market and strategy related topics. While we manage bond portfolios across the duration spectrum...
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 246: Demystifying CMBS: Opportunities and Challenges in Today's Market
Adriano Taylor Escribano is a Principal Senior Quantitative Analyst at Jennison.
Episode 208: Current Interest Rate Environment and Potential Investment Opportunities
Sam Kaplan, CFA, is the Managing Director and Portfolio Manager at Jennison Associates.
Episode 205: Direct Lending with Fidelity's David Gaito
David Gaito is the Head of Direct Lending at Fidelity Investments.