Jeff Mueller and Stephen Fitzsimmons recently joined Insurance AUM's podcast to discuss how insurers can adapt their fixed income strategies amid steepening yield curves, tightening spreads, and shifting NAIC regulations. The conversation covers ALM alignment, CLO tranche selection, and the growing interplay between public and private credit—all with a focus on execution and portfolio resilience. They also discuss the growing importance of reinsurance and the concept of asset geography in efficiently collateralizing reinsurance trusts when rotating portfolios to new SAA targets.
To learn more about our Insurance Solutions click here.
About InsuranceAUM.com Podcasts:
Hosted by Managing Partner, Stewart Foley, CFA, InsuranceAUM.com's podcasts feature 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. InsuranceAUM.com's podcasts are available in the website's Podcast Center and through popular distribution channels like Podbean, Apple Podcasts, Spotify, and Pandora.