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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
Friday Apr 09, 2021
Friday Apr 09, 2021
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Nick Martowski, CIO of Mag Mutual, to discuss equities in insurance portfolios. With so many options available—growth vs. value, domestic vs. international, active vs. passive—what’s the right approach for insurers today?
Nick shares his perspective on why international equities may not be worth the risk, how dividend strategies stack up against other asset classes, and the evolving role of technology stocks. He also weighs in on whether traditional valuation metrics still apply in today’s markets and how rebalancing can serve as a built-in risk management tool.
From navigating volatility to ensuring long-term capital efficiency, this conversation covers key considerations for insurance CIOs allocating to equities.