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: The Shifting Sands of Diplomacy

You knew the road to a peaceful agreement and the reopening of the Strait of Hormuz would not happen overnight. Last week's ceasefire and Friday's reopening of the Strait capped a solid 'risk-on' week in the financial markets. While Sunday's US capture of an Iranian containership was a setback, it remains clear that both Iran and the US want a deal.

View the Education
News

Hamilton Lane Launches Two Interval Funds Across Private Credit and Private Infrastructure, Leveraging Extensive Expertise and Deep Track Records

Hamilton Lane announced the launch of the Hamilton Lane Credit Income Fund and the conversion of the Hamilton Lane Private Infrastructure Fund to an interval fund structure.

Read the Press Release
Insights

Weekly Research Briefing: Enjoy Your Chips

Hopefully you own a few semiconductor stocks across your portfolios. Semis are the building blocks of the digital age which is currently running at a London Marathon pace due to AI. As demand for AI data centers has increased, semiconductor demand has gone vertical, not just for GPUs, but also for CPUs, memory and analog chips.

View the Education