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.
Episodes Listing
Jeffrey Gundlach on Kevin Warsh and a New Era at the Fed | CNBC
DoubleLine CEO and CIO Jeffrey Gundlach discusses Fed Chair Kevin Warsh’s debut FOMC press conference and what it may signal for monetary policy. He also shares views on long-term Treasuries, U.S. equity concentration, AI capital spending, emerging markets and Fed independence.
Filling the Gap: The Case for Non-Sponsored Direct Lending
Chris Rust is the Co-Head of European Credit Opportunities at Ninety One.
The Em-ification of DM with Peter Kent
Pete Kent is a Portfolio Manager and Co-head of Emerging Market Fixed Income at Ninety One.
Executive Spotlight - Christine Todd, CIO of Arch Capital Group
Christine Todd is the Chief Investment Officer of Arch Capital Group Limited.
Climate and Energy Transition in Emerging Markets with Matt Christ, PM at Ninety One
Matt Christ is the Managing Principal and Head of the Transition Debt Strategy at Ninety One.
Emerging Market Corporate Debt with Vic Harling, Head of Emerging Market Corporate Debt at Ninety One
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.