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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 22, 2023
Monday May 22, 2023
In this episode of the InsuranceAUM.com Podcast, Stewart Foley sits down with Jim Gubitosi, co-CIO of Income Research and Management, to discuss the current state of the CMBS and commercial real estate (CRE) markets. With interest rates rising and the recent turmoil in the banking sector, Jim offers insight into how these factors are affecting the commercial real estate landscape, particularly in office spaces. He delves into how valuations, refinancing challenges, and the concentration of CRE loans within regional banks are creating stress in the market.
Jim also explains how the CMBS market is holding up amid these pressures and why it remains a valuable investment for insurance portfolios. He provides a deep dive into where the risks lie within the CRE space and emphasizes the importance of understanding granular details, rather than relying on headlines. If you're looking to better understand the CRE landscape and how to navigate potential opportunities and risks in CMBS, this episode offers an invaluable perspective.