{"podcast":{"title":"InsuranceAUM","slug":"insuranceaum-com-113748","podcast_index_feed_id":113748,"rss_url":"https://feed.podbean.com/insuranceaumjournal/feed.xml","website_url":"https://insuranceaum.com/","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/7233232/IAUM_Podcast8caf0.jpg","author":"InsuranceAUM","episode_count":100,"summary":"Tune in to the InsuranceAUM Podcast, hosted by our Founder and Senior Advisor, Stewart Foley, CFA. Our podcast features 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. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.","last_synced_at":"2026-09-11T22:21:31.252508+00:00","page_url":"https://stenobird.com/podcast/insuranceaum-com-113748"},"episode":{"title":"Episode 381: Demand, Dispersion, and AI: Where Credit Researchers Are Finding Conviction","slug":"episode-381-demand-dispersion-and-ai-where-credit-researchers-are-finding-conviction","published_at":"2026-08-10T10:11:38+00:00","page_url":"https://stenobird.com/podcast/insuranceaum-com-113748/episode-381-demand-dispersion-and-ai-where-credit-researchers-are-finding-conviction","show_page_url":"https://stenobird.com/podcast/insuranceaum-com-113748","url":"https://insuranceaumjournal.podbean.com/e/episode-381-demand-dispersion-and-ai-where-credit-researchers-are-finding-conviction/","audio_url":"https://mcdn.podbean.com/mf/web/z79tg2updu45p7ds/IAP_-_0727_Invesco_Audio_v1ak9rw.mp3","summary":"In this episode of the Insuranceaum.com podcast, host Stewart Foley, CFA, sits down with Bixby Stewart, Head of US Investment Grade Credit Research for Invesco Fixed Income, to explore where credit investors are finding conviction amid tight spreads, strong institutional demand, and a historic wave of AI-related capital investment. Bixby explains why today’s investment-grade market may deserve its historically tight valuations, highlighting stronger credit quality, attractive yields, improved liquidity, and persistent demand from insurers, pensions, and other institutional investors. He also discusses relative value across banks, technology, utilities, energy, and private credit, while examining the risks surrounding hyperscaler issuance, AI monetization, market concentration, and the need for disciplined security selection in a bond picker’s market.","meta_description":"In this episode of the Insuranceaum.com podcast, host Stewart Foley, CFA, sits down with Bixby Stewart, Head of US Investment Grade Credit Research for In…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2069,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/insuranceaum-com-113748/episodes/episode-381-demand-dispersion-and-ai-where-credit-researchers-are-finding-conviction/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/insuranceaum-com-113748/episode-381-demand-dispersion-and-ai-where-credit-researchers-are-finding-conviction.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}