InsuranceAUM Podcast: Portfolio Construction Best Practices

November 26, 2024
Eric Solfisburg, CFA, CAIA, CLU, ChFC, AIAF
Principal, Insurance Strategist
Read Bio
Bryan Jenkins
Head of Portfolio Strategy & Research
Read Bio
  • SHARE
Media Coverage

Head of Portfolio Strategy & Research Bryan Jenkins and Insurance Strategist Eric Solfisburg joined the InsuranceAUM podcast to discuss the best practices for portfolio construction. 


Recent Content

Insights

Weekly Research Briefing: Odd and Bizarre

Stock markets hit record highs yet skepticism remains. A record 40% of the S&P 500 is trading above 10x enterprise value to sales, but the AAII investor survey shows more bears than bulls. Credit spreads are near all-time lows yet private credit firm valuations are trading 30-60% off their highs. The Strait of Hormuz remains closed, global reserves are heading toward critical levels, and yet crude oil trades below $100. Inflation is up, while Bitcoin and Gold are down.

View the Education
News | 3 Min Read

Hamilton Lane's Impact Platform Co-leads RCX Sports Investment

Hamilton Lane co-leads RCX Sports investment, supporting expanded access, stronger league and community partnerships, and continued national participation growth.

Read the Press Release
Insights

Weekly Research Briefing: Up We Go

Stocks, bonds, SpaceX, the Knicks, the Hurricanes, the Ivory Coast and Lewis Hamilton are all having a great week. No lead can be too big, and no player is too small to have an impact. Congrats to all the investors, athletes, and their fans.

View the Education