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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. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.
Episodes
Wednesday Jan 10, 2024
Wednesday Jan 10, 2024
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley sits down with Chris Rust, Co-Head of European Credit Opportunities at Ninety One, to explore the dynamic world of insurance asset management and private credit. With over 25 years of industry experience, Chris offers a deep dive into the European mid-market, specifically focusing on non-sponsored borrowers and asset-backed lending strategies.
Chris shares insights on why the European mid-market presents unique opportunities for insurers looking to diversify their portfolios, address a significant funding gap, and achieve attractive risk-adjusted returns. He also discusses the appeal of lending to sponsorless borrowers, how to successfully originate and structure these deals, and the importance of downside protection through asset-backed loans.
Listeners will gain a comprehensive understanding of the European private credit landscape, the potential benefits of adding this asset class to a global portfolio, and the keys to success in navigating this less crowded, yet highly lucrative, market.