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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 Aug 11, 2023
Friday Aug 11, 2023
In this insightful episode of the InsuranceAUM.com podcast, Stewart Foley, CFA, speaks with Elisabeth Colleran, Vice President at Loomis, Sayles & Company, about the dynamic world of emerging market debt. Elisabeth details the innovative tools her team developed to evaluate and construct EM portfolios, emphasizing how these tools allow them to slice and dice the market to find value across various sectors and regions. By leveraging proprietary analytics and technology, they offer bespoke solutions that cater to the unique needs of insurance clients, whether it’s managing risk, targeting specific geographies, or adhering to strict investment-grade guidelines.
Elisabeth also shares her perspective on the future of EM investing, highlighting the growth opportunities and risks, including the evolving geopolitical landscape and the growing infrastructure in emerging countries like India. She also discusses how EM corporates have matured over the years, offering strong investment-grade opportunities. With an engaging mix of strategy and insights, this episode is a must-listen for anyone looking to explore the potential of emerging markets.