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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 Nov 28, 2022
Monday Nov 28, 2022
Join host Stewart Foley, CFA, and Matt Daly, Head of Corporate and Municipal Teams at Conning, for an in-depth discussion on the investment grade corporate credit market. In this episode, they explore how changing economic conditions and geopolitical challenges are shaping opportunities for insurers, including how durable credit fundamentals and tactical positioning can help navigate volatility.
Matt shares insights on the implications of rising yields, evolving credit cycles, and sector-specific dynamics that could influence corporate bond performance. They also discuss strategies for balancing risk and reward in insurer portfolios, from shorter-duration options to defensive sectors like utilities and communications.
Whether you're seeking to understand the current landscape or identify actionable opportunities, this conversation offers valuable perspectives on navigating today’s corporate credit environment.