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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
Thursday May 21, 2020
Thursday May 21, 2020
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley sits down for an insightful conversation on the economic landscape before, during, and after COVID-19. The discussion covers the unprecedented nature of the downturn, the role of monetary and fiscal policy, and what indicators may reveal about the path forward.
With perspectives on recession recovery patterns—whether V-shaped or U-shaped—and the critical importance of fiscal action, this episode offers a thoughtful analysis of what lies ahead. Tune in for a discussion on economic trends, key data points to watch, and how policymakers are navigating this uncertain environment.
Monday May 11, 2020
Monday May 11, 2020
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley explores the role of ETFs in insurance general accounts. A View From the Desk provides insights from the trading floor, covering ETF liquidity, volatility, and adoption trends in the insurance industry.
With a growing number of insurers incorporating ETFs for tactical exposure, duration matching, and liquidity management, this discussion sheds light on how these instruments are being utilized—and how they performed during recent market stress. Tune in for key takeaways on ETF implementation, price discovery, and evolving market trends.
Friday Apr 24, 2020
Friday Apr 24, 2020
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, is joined by Loop Capital’s Anthony Chukumba for an engaging look at the retail sector through the lens of a seasoned equity research analyst. With over 20 years of experience, Anthony shares how major shifts—including ecommerce, omnichannel strategies, and recessionary pressures—are reshaping the retail landscape. From legacy brands to new entrants, he highlights what’s driving survival and what’s accelerating decline in an already overstored U.S. market.
The conversation spans pre- and post-COVID dynamics, including which business models are proving resilient, how Amazon’s dominance is being challenged, and where technology is creating both opportunity and disruption. For insurance investors with exposure to equities—or just looking to better understand one of the most visible sectors in the economy—this episode delivers sharp, experience-backed insights into what’s next for retail.
Monday Mar 09, 2020