Sign up to save your podcasts
Or
Share Episode 198: A Deep Dive into EMD with Aegon AM’s Jeff Grills
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Episode 198: A Deep Dive into EMD with Aegon AM’s Jeff Grills
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley is joined by Jeff Grills, CFA, Head of US Cross Markets and Emerging Markets Debt at Aegon Asset Management, to delve into the evolving landscape of emerging markets debt (EMD). Jeff shares his extensive experience in EMD, highlighting the growth and maturation of the asset class over the past few decades. They discuss the periods when EMD was most attractive for insurance investors and explore the factors driving its current appeal, including high yields and improved credit quality.
Jeff also provides insights into the challenges and opportunities for insurers when allocating to EMD, particularly in light of global events and central bank activities. He emphasizes the importance of country selection, governance, and understanding the unique risks and rewards associated with this diverse asset class. As the discussion unfolds, listeners will gain a deeper understanding of how to navigate EMD in today’s complex market environment and why it remains a compelling option for insurance portfolios.
The episode wraps up with Jeff sharing some valuable investment wisdom and his thoughts on the broader implications of EMD for insurers. Whether you're new to EMD or looking to refine your strategy, this episode offers a wealth of insights and practical advice.
View all episodes
By InsuranceAUM.com
4.9
3131 ratings
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley is joined by Jeff Grills, CFA, Head of US Cross Markets and Emerging Markets Debt at Aegon Asset Management, to delve into the evolving landscape of emerging markets debt (EMD). Jeff shares his extensive experience in EMD, highlighting the growth and maturation of the asset class over the past few decades. They discuss the periods when EMD was most attractive for insurance investors and explore the factors driving its current appeal, including high yields and improved credit quality.
Jeff also provides insights into the challenges and opportunities for insurers when allocating to EMD, particularly in light of global events and central bank activities. He emphasizes the importance of country selection, governance, and understanding the unique risks and rewards associated with this diverse asset class. As the discussion unfolds, listeners will gain a deeper understanding of how to navigate EMD in today’s complex market environment and why it remains a compelling option for insurance portfolios.
The episode wraps up with Jeff sharing some valuable investment wisdom and his thoughts on the broader implications of EMD for insurers. Whether you're new to EMD or looking to refine your strategy, this episode offers a wealth of insights and practical advice.
More shows like InsuranceAUM.com
View all
Exchanges
970 Listeners
Macro Voices
3,075 Listeners
Top Traders Unplugged
590 Listeners
Masters in Business
2,201 Listeners
Odd Lots
1,967 Listeners
Capital Allocators – Inside the Institutional Investment Industry
797 Listeners
Trillions
198 Listeners
The Acquirers Podcast
300 Listeners
Value Investing with Legends
210 Listeners
Excess Returns
90 Listeners
Barron's Streetwise
1,561 Listeners
The Memo by Howard Marks
418 Listeners
In Good Company with Nicolai Tangen
188 Listeners
The Markets
80 Listeners
Money Stuff: The Podcast
403 Listeners