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Tune in to the InsuranceAUM.com Podcast, hosted by Founder and Advisor, 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 Jul 09, 2021
Friday Jul 09, 2021
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, welcomes Paul Norris, Head of Securitized Assets at Conning, for an in-depth discussion on esoteric ABS. With insurers seeking yield in a low-rate environment, Paul explains how these asset-backed securities, spanning collateral types like shipping containers, aircraft, railcars, and timeshares, offer compelling risk-adjusted returns.
Stewart and Paul dive into the mechanics of esoteric ABS, why these mission-critical assets remain resilient, and how post-financial crisis structural protections have strengthened the market. They also explore liquidity considerations, inflation's impact on global supply chains, and what insurers should look for in an esoteric ABS manager.