Episode 212: Building Flexible Multi-sector Portfolios

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley sits down with Jeffrey Hobbs, CFA, Head of Insurance Portfolio Management at Voya Investment Management. Join us as we dive deep into the dynamic world of insurance asset management, exploring how market trends, liquidity needs, and investment strategies are evolving in response to the current economic landscape. Jeffrey shares his expertise on navigating the higher-for-longer interest rate environment, offering valuable insights into how insurance companies can manage their portfolios effectively amid this backdrop.

We also discuss the growing importance of private credit and the opportunities in commercial real estate, sectors that are becoming increasingly relevant for insurance asset managers. Jeffrey provides a comprehensive overview of Voya's approach to balancing the needs of their general account with those of third-party clients, emphasizing the importance of active management and strategic allocation. Additionally, Jeffrey recounts his personal journey in the industry, sharing anecdotes and career advice for young professionals.

Tune in to gain valuable perspectives on managing insurance portfolios in today's evolving market and to learn from one of the industry's leading experts.