Episode 48: The Compelling Story of Asia Credit

In this episode of the InsuranceAUM.com Podcast, host Stewart Foley, CFA, sits down with Sheldon Chan of T. Rowe Price to discuss the evolving landscape of EM Asia credit markets. They examine the region’s risk-return profile, the impact of rising defaults, regulatory changes, and why Asia stands out from other EM fixed income markets.

Sheldon also shares insights on ESG considerations, the role of domestic investors, and how insurers can enhance portfolio yield while managing risk. If you're looking for a deep dive into Asia’s credit opportunities and their relevance to insurance portfolios, this episode is a must-listen.