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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
Wednesday May 03, 2023
Wednesday May 03, 2023
In this episode of the InsuranceAUM.com Podcast, Stewart Foley speaks with Kevin Egan, Senior Portfolio Manager and Co-Head of Credit Research at Invesco, about the opportunities and risks in the senior secured loan market. Kevin provides a detailed explanation of what senior secured loans are, highlighting their seniority in the capital structure, asset-backed security, and floating-rate nature that makes them a unique investment option. He also shares how these loans performed in 2022, navigating a challenging market environment, and why they continue to attract investor interest in 2023.
Kevin goes on to discuss the fundamentals driving the asset class, including issuer resilience and sector preferences amidst potential economic headwinds. He emphasizes the importance of rigorous credit analysis and active management in the current landscape, underscoring why senior secured loans can offer competitive returns even in uncertain times. With insights into technical market conditions, demand trends, and the impact of the current interest rate environment, this episode is a deep dive into why senior secured loans are an attractive fixed-income strategy for insurance investors.