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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 17, 2023
Wednesday May 17, 2023
In this episode of the InsuranceAUM.com Podcast, Stewart Foley, CFA, welcomes Jim Jackson, Co-CIO of Victory Income Investors, to discuss the opportunities and challenges within the municipal bond market. With a background that includes over 20 years of experience in fixed income and managing insurance assets, Jim shares insights into how municipal securities fit into insurance portfolios, the differences between taxable and tax-exempt munis, and the advantages of active management in a diverse and nuanced asset class.
Jim discusses how insurance companies can leverage taxable munis to match liabilities and optimize credit risk, especially given the sector's historically low default rates. He also addresses liquidity in the muni market, current economic conditions, and the benefits of fundamental credit analysis. Whether you're navigating credit risk, considering customization for an insurance portfolio, or exploring the evolving landscape of taxable municipal bonds, this episode provides valuable perspectives on an asset class that remains essential for insurance investors.