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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 01, 2021
Monday Nov 01, 2021
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Mike Ashton, the Inflation Guy, to dive into the complexities of inflation in today’s economic environment. Mike reflects on his accurate predictions from a previous conversation, revisiting his memorable "popcorn" analogy to explain how inflation unfolds in an uneven, unpredictable manner. He also highlights why current inflation challenges defy traditional models, emphasizing the role of persistent price increases and the growing breadth of inflation across sectors.
With inflation reshaping the investment landscape, this conversation offers insurance investors a fresh perspective on managing inflation-sensitive liabilities and bond portfolios. Stewart and Mike discuss how insurers can prepare for potential tail risks while adapting to an economic reality where inflation appears more enduring than transitory.