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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
Monday Oct 12, 2020
Monday Oct 12, 2020
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with John Linehan, portfolio manager of the U.S. Equity Income Strategy and CIO of Equity at T. Rowe Price. With interest rates at historic lows, insurers face increasing challenges in generating yield without taking excessive risk. John discusses how equities can play a vital role in insurance portfolios, balancing income generation with long-term growth, and why active management remains a compelling choice over passive strategies.
The conversation also explores the ongoing debate between value and growth investing, the impact of market dislocations, and how insurers can navigate an evolving investment landscape. John shares insights on sector opportunities, including insurance stocks themselves, and why a customized, research-driven approach is key to meeting insurers' unique needs. Whether you're focused on generating yield or managing portfolio risk, this episode provides valuable insights for insurance asset managers looking to optimize their investment strategy.
Assets under management quoted are as of 6/30/20