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Podcast: InsuranceAUM.com
Episode: Episode 320: Senior Loans: A Closer Look For Insurers
Description: In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, welcomes Kevin Egan, CPA, Managing Director, Senior Portfolio Manager, and Co-Head of Credit Research for Invesco’s Global Private Credit Team. Together, they take a deep dive into senior loans—an often misunderstood but increasingly relevant market for insurers. Kevin explains the fundamentals of the asset class, including the security and recovery profile of senior loans, their relative value compared to high yield, and how they’ve historically performed across market cycles.
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The conversation also explores current dynamics shaping the space: demand from CLOs, shifts in direct lending, and sec...