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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 Jan 09, 2023
Monday Jan 09, 2023
In this episode, Stewart Foley speaks with Jake Remley, Principal and Senior Portfolio Manager at Income Research and Management, about the dynamic mortgage market and its impact on insurance portfolios. Jake shares insights on how agency MBS has evolved in response to rising interest rates, the extension of mortgage durations, and shifting prepayment behaviors.
They also discuss the broader US government bond market, the role of analytics in assessing mortgage-backed securities, and where Jake sees opportunities for insurers in today’s complex fixed-income landscape. Whether you’re navigating convexity, looking for value in govies, or curious about the state of agency arms, this conversation provides actionable insights for institutional investors.