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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
Thursday Mar 31, 2022
Thursday Mar 31, 2022
In this timely episode of the InsuranceAUM.com Podcast, Stewart Foley is joined by Mike Ashton, the "Inflation Guy" and founder of Enduring Investments, for an in-depth discussion on inflation’s wide-ranging effects. They examine the current drivers of CPI, including housing and energy prices, and explore why inflation is now more broad-based.
The conversation dives into real interest rates, Fed policy, and the long-term implications of today’s inflationary pressures, offering critical insights for insurance investors. They also address geopolitical risks, supply chain disruptions, and the value of inflation hedging strategies in navigating these challenging times.