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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 Mar 31, 2021
Wednesday Mar 31, 2021
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Andrea DiCenso of Loomis Sayles to discuss the ongoing search for yield in insurance portfolios. With rates at historic lows and central bank activity distorting markets, insurers are looking beyond traditional fixed income to generate attractive risk-adjusted returns.
Andrea shares insights on how a multi-asset credit approach can help insurers navigate global credit markets, taking into account factors like credit cycles, liquidity premiums, and relative value opportunities. She also discusses the role of market fragility indicators, how risk management tools can enhance portfolio positioning, and whether insurers are shifting away from sleeve-based mandates toward more dynamic, opportunistic strategies.