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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.

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Episode 192: Filling the Gap: The Case for Non-Sponsored Direct Lending

Ninety One
January 10, 2024

Chris Rust is the Co-Head of European Credit Opportunities at Ninety One.

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Episode 161: The Em-ification of DM with Peter Kent

Ninety One
September 21, 2023

Pete Kent is a Portfolio Manager and Co-head of Emerging Market Fixed Income at Ninety One.

Episode 135: Private Markets Today with Tom Keck of StepStone Group

StepStone
May 18, 2023

Tom Keck is the partner and head of research and portfolio management at StepStone Group.

Episode 122: Climate and Energy Transition in Emerging Markets with Matt Christ, PM at Ninety One

Ninety One
April 06, 2023

Matt Christ is the Managing Principal and Head of the Transition Debt Strategy at Ninety One.

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Nature-Based Investing: Suzanne Tavill

StepStone
March 20, 2023

Nature provides the building blocks for civilization, arable soil, air and water filtration, ore and minerals for extraction, and economic and recreational opportunities. In almost any other context, you would expect to pay for these services. But with nature, we are wont to expect these things for nothing.

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The 2023 Private Equity Market Outlook: Aditya Raina and Laura White

StepStone
February 14, 2023

In this episode of RPM, Aditya Raina and Laura White, two members of our Private Equity team, join co-host Maribel Yoo to discuss StepStone’s 2023 outlook for private equity.

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The 2023 Private Debt Market Outlook: Ariel Goldblatt and Mark Tsang

StepStone
January 30, 2023

In this episode of RPM, Ariel Goldblatt and Mark Tsang, senior members of our private debt team join co-host Maribel Yoo to discuss StepStone’s 2023 outlook for private debt.

Episode 102: Emerging Market Corporate Debt with Vic Harling, Head of Emerging Market Corporate Debt at Ninety One

Ninety One
November 09, 2022

Stewart Foley explores emerging market corporate debt with Ninety One’s Head of EM Corporate Debt, covering market fundamentals, ESG integration, and navigating today’s challenges.

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VC Market Landscape ft. John Avirett

StepStone
October 24, 2022

In this episode of RPM, we're talking about the venture capital ecosystem as we navigate this challenging economic environment. The bottom line: With the right market conditions, and venture capital’s ability to navigate volatile markets, perhaps now is the time to take a closer look at this strategy.

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Data Valuation Engine: Qi Liu

StepStone
September 09, 2022

In this episode of RPM, Qi Liu from our data, science and engineering team discusses one of our newest tools – the daily valuation engine (DVE). Typically, private market investors must wait anywhere from two to four months after quarter end to see how the value of their portfolios has changed; DVE, as the name implies, allows them to make this estimate well before general partners report.

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Growth Equity ft. John Coelho

StepStone
July 29, 2022

In this episode of RPM, we’re talking about growth equity with partner John Coelho. However you define “growth,” its champions regard it as a proverbial Goldilocks that offers VC upside with buyout-type risk (1:01). After analyzing 25,000+ private equity deals in SPI, we found that growth delivered a higher multiple than VC and lower loss rates than buyouts (11:05). This was especially true of investments in the software sector, which for several years has been the fastest growing and best performing sector in private equity. Since growth equity companies tend to be profitable and less reliant upon leverage, we find them to be particularly attractive during periods of market uncertainty (13:21).

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Christian Frei: Geopolitical Uncertainty

StepStone
June 17, 2022

In this episode of RPM, we’re talking about the direct and indirect effects of the war in Ukraine. While private markets may have relatively little direct exposure to Russia, Ukraine, Poland and Belarus (2:00), measuring the indirect effects is more difficult. In some instances, the higher prices and price inflation that the war may effect could provide a tailwind to some asset classes (10:40). Because private market valuations lag behind those of public markets, investors often wonder what the latter portends for the former. In short, private equity valuations fall half as much as their public equity counterparts; in private debt, market value declines have been 5x or greater than subsequent credit losses (12:56). All that is to say that an allocation to private markets can add stability to a portfolio.

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