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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 Apr 22, 2024
Monday Apr 22, 2024
In this episode of the InsuranceAUM.com podcast, host Stewart Foley is joined by Sam Kaplan, CFA, Managing Director and Portfolio Manager at Jennison Associates, for an in-depth discussion on fixed income, the yield curve, and Fed policy implications. They explore the unique aspects of insurance asset management and delve into the current state of the yield curve, the factors driving its ongoing normalization, and the role of Fed expectations in shaping future rate cuts.
Sam Kaplan shares his journey from caddying at a golf club to managing portfolios at Jennison Associates, highlighting the dynamic nature of fixed income management and the constant challenges it presents. The conversation covers key topics such as relative value opportunities, dislocations along the yield curve, and the potential impact of increasing Treasury issuance on yields.
Listeners will gain valuable insights into the complexities of the fixed income market, the drivers behind current market conditions, and the outlook for yields in the coming years. This episode is a must-listen for fixed income enthusiasts and professionals looking to stay ahead in a rapidly evolving market..