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.

thumbnail

2025 Mid-Year: Checking In, Looking Ahead

SLC Management
07/17/25

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.

thumbnail

Pathways Podcast: Investing Across Asset Classes in a Shifting World

Macquarie Asset Management
07/14/25

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 discussion with Jüergen Wurzer, Deputy Head of the Global Multi-Asset Team, on navigating today’s volatile investment landscape. They discuss persistent geopolitical tensions, rising protectionism, and lingering inflation concerns that are shaping market dynamics.

thumbnail

RPM—Ep. 49 | The future of responsible investing with Suzanne Tavill and Brooke Latham

StepStone
06/13/25

This episode of RPM features Suzanne Tavill, Partner and Head of Responsible Investment at StepStone, in conversation with Brooke Latham, Head of Sustainability at the NATO Innovation Fund. They explore what it means to invest responsibly in dual-use technologies, with a focus on the evolving concept of “responsible use.”

Ken-Johnson

AM Best’s Insurance Industry Outlooks and Potential Impact on Investment Risk

AM Best
05/12/25
Episode: 296
with Ken Johnson, CFA, CAIA, FRM

Ken Johnson, CFA, CAIA, FRM, Senior Managing Director and Chief Ratings Officer at AM Best, shares key insights on industry outlooks, private asset transparency, offshore reinsurance, and how investment shifts are impacting insurer balance sheet risk.

thumbnail

Insurers are creatively investing in a growing asset class: natural capital

Manulife Investment Management
04/24/25

Insurers facing increasing regulatory and public pressure to manage climate-related risks are seeking to allocate their invested assets in ways that can support sustainability, the energy transition, and even nature itself through natural capital.

Bahuguna-Anwiti

The Next 10 Years: Key Trends Influencing Insurers' Asset Allocation Decisions

Northern Trust Asset Management
03/25/25
Episode: 287
with Anwiti Bahuguna, PhD, CIO

Anwiti Bahuguna, PhD, CIO of Global Asset Allocation at Northern Trust Asset Management, explores Northern Trust’s 10-year capital market assumptions, macro themes like AI-driven productivity and energy transition, and what they could mean for insurers’ asset allocation decisions.

URUCI_Blerina

Navigating the Economic Landscape: Tariffs, Productivity, and the Future of US Growth

T. Rowe Price
12/16/24
Episode: 263

Join host Stewart Foley on the InsuranceAUM.com Podcast for expert insights into macroeconomic trends, including trade, fiscal policy, and the Fed's rate trajectory.

thumbnail

RPM—Ep. 45 | Investing in climate solutions with Bhavika Vyas and Julio Friedmann

StepStone
09/18/24

In this episode of RPM, Bhavika Vyas, Managing Director and member of StepStone’s Private Equity team, and special guest Julio Friedmann, Chief Scientist, Carbon Direct, join co-host Maribel Yoo to revisit the conversation on energy transition investing. They evaluate the impact of the Inflation Reduction Act (IRA) two years post-enactment, highlighting advancements in climate solutions and global investment opportunities.

Photo

What insurance investors should know about the US election with Invesco’s Andy Blocker

Invesco
09/11/24
Episode: 241

Andy Blocker is the Global Head of Public Policy and Strategic Partnerships at Invesco.

thumbnail

Navigating the Sea Change with Howard Marks at Oaktree Conference 2024

Brookfield, Oaktree Capital Management
08/23/24

On April 10, Howard Marks opened Oaktree Conference 2024 in Los Angeles with a deep dive into his sea change thesis, exploring the broad implications for the investment world. You can now watch an excerpt of this talk.

Photo

The Convergence of Insurers and Asset Managers

Antares Capital
07/22/24
Episode: 230

Tim Lyne is the CEO of Antares Capital.

Portrait

Renewable Returns: Windmill Capital on Driving Change with Clean Energy Investments

Windmill Capital Management
07/10/24
Episode: 226

Brian Jones is a Managing Partner at Windmill Capital Management

Episodes
Reset Filters

Ѐ Ё Ђ Ѓ Є Ѕ І Ї Ј Љ Њ Ћ Ќ Ѝ Ў Џ А Б В Г Д Е Ж З И Й К Л М Н О П Р С ΄ ΅ Ά · Έ Ή Ί Ό Ύ Ώ ΐ Α Β Γ Δ Ε Ζ Η Θ Ι Κ Λ Μ Ν Ξ Ο Π Ρ Ё Ђ Ѓ Є Ѕ І Ї Ј Љ Њ Ћ Ќ Ў Џ А Б В Г Д Е Ж З И Й К Л М Н О П Р С Т У Ф Х Ц Ч Ш Ā ā Ă ă Ą ą Ć ć Ĉ ĉ Ċ ċ Č č Ď ď Đ đ Ē ē Ĕ ĕ Ė fi fl œ æ ß