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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 May 03, 2021
Monday May 03, 2021
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Michael Ashton, Managing Principal at Enduring Investments, to break down the complexities of inflation and its impact on insurance companies. From rising liabilities to declining bond values, inflation presents a unique challenge for insurers, making it critical to understand how to measure, manage, and hedge against it.
Michael shares insights on how inflation is calculated, common misconceptions about its true levels, and why recent price spikes may not be as temporary as some believe. He also discusses the implications of monetary and fiscal stimulus, the role of inflation-linked securities, and potential strategies insurers can use to mitigate inflation risk. If you're looking to better understand inflation’s role in insurance asset management, this episode is packed with valuable insights.