Episodes 262, 263, and 264 of the InsuranceAUM Podcast + 10 New Articles!
Episode 262: Secondaries Offer Liquidity Opportunity for Well-Informed Investors With Competitive Edge
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA , is joined by Jeff Akers , head of private equity secondaries at Adams Street Partners , to discuss the growing importance of private equity secondaries in insurance portfolios. Jeff shares his expertise on how this asset class helps investors avoid the J-curve, provides a shorter duration investment with predictable cash flows, and delivers fixed-income-like characteristics with equity-level upside.
Click HERE to listen to the podcast.
Subscribe to the podcast on Apple Podcasts, Spotify, or Pandora.
Episode 263: Navigating the Economic Landscape: Tariffs, Productivity, and the Future of US Growth
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA sits down with Blerina Uruci , Chief US Economist in the Fixed Income Division of T. Rowe Price , for an in-depth conversation on the critical macroeconomic trends shaping the investment landscape. From the impact of US elections to the Fed's rate policy and the rising influence of productivity growth, Blerina offers expert perspectives on how these developments could influence investor sentiment and economic performance.
Click HERE to listen to the podcast.
Subscribe to the podcast on Apple Podcasts, Spotify, or Pandora.
Episode 264: The Future of Real Estate: Trends and Strategies with Maggie Coleman
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA sits down with Maggie Coleman , Chief Investment Officer for North America Real Estate Equity at Manulife Investment Management , for a timely discussion on real estate investing. Maggie shares her insights on the current macroeconomic environment, the challenges and opportunities in today’s market, and the long-term trends shaping the real estate landscape.
Click HERE to listen to the podcast
Subscribe to the podcast on Apple Podcasts, Spotify, or Pandora.
Save the date for InsuranceAUM.com’s 2025 events!
Join us for exclusive gatherings designed to explore key asset classes, such as ABF, Real Estate, Infrastructure, Private Credit, and more. Plus, don’t miss our flagship Insurance Investment Leaders' Annual Meeting in Chicago, featuring keynote speakers like Howard Marks and engaging industry discussions. These events are perfect for insurance asset investment professionals and their teams.
2025 Event Schedule:
Email us at events@insuranceaum.com for details and to secure your spot! **For asset owners and invited guests only*
Insurance Requires More than Asset Performance
Managers of credit assets for insurance portfolios must contend with the ‘living, breathing organism’ of liabilities.
In the insurance arena, asset-management performance is a necessary, but not sufficient, success factor.
The wave of private capital now flooding into the insurance space is driven by enthusiasm around the long-term opportunity to create value by outperforming underlying liabilities. However, what some market entrants fail to appreciate is that, in insurance, the underlying liabilities themselves are constantly changing and therefore require a flexible approach to matching them with assets.
Click HERE to read more from Ares Management Corporation
2025 Senior Loan & CLO Market Outlook
Summary
(1) There is no guarantee that the forecast will be realized.
Click HERE to read more from Invesco US
2025 Insurance Outlook: Don’t let recency bias get in the way of good investment ideas
In Wellington Managements 2025 Investment Outlook for insurance companies, Head of Insurance Multi-Asset Strategy and Portfolio Manager Tim Antonelli explains why insurers should be careful not to overlook a potentially larger and more immediate risk over which they have even more control: recency bias.
Recommended by LinkedIn
Click HERE to read more from Wellington Management
Trade Winds: December 2024
The Fed’s 25 basis point November rate cut, which took the benchmark range to 4.50%-4.75%, did not come as a surprise. The market had begun to embrace a slower pace of rate reductions of late, with stronger data on balance presenting itself since the last Fed meeting. In the post-meeting press conference, in which Powell took time to assert the Fed’s independence post-election and stated the Fed would not “guess, speculate or assume” with respect to potential policies of the new administration, the Fed referred to easing labor market conditions and progress on the inflation front, and its intention to fine tune its policy to keep on target with its dual mandate...
Click HERE to read more from New England Asset Management, Inc. (NEAM, Inc.)
Private credit: Investment-grade opportunities
On this latest episode, Head of Commercial Real Estate Lending, Private Credit Martin Barnewell joins host Vivian Tang to discuss “the three Rs” – regulation, reporting, and rating – from the perspective of an insurance investor.
U.S. Private Commercial Real Estate Debt Opportunity
IN A NUTSHELL
Investment Grade Spreads: Tighter for Longer?
Key Takeaways
Click HERE to read more from MetLife Investment Management
Reasons to believe: Time for fixed income
Despite recent challenges, a look at how the outlook for fixed income can be promising with lower inflation, rate cuts, and attractive yields – providing a compelling entry point for investors.
Stress testing equity markets with higher carbon prices
IN A NUTSHELL
Central and Eastern Europe (CEE): Back on the EM radar
...We expect CEE countries to embark on fiscal consolidation paths, albeit at a slow pace, which will require multiple years of fiscal adjustment. All of these countries may face some ratings pressure but will we believe maintain their investment grade status throughout this transition period. Meanwhile, we view elevated issuance as a rare opportunity for investors to gain exposure to the CEE region and across the respective sovereign curves.
Click HERE to read more from MetLife Investment Management