On this episode of the InsuranceAUM.com Podcast, host Stewart Foley welcomes Cameron Black, chief investment officer and treasurer of Blue Cross Blue Shield of Arizona, for a deep dive into today’s challenging investment environment. Cameron shares insights into managing portfolios amid rising interest rates, inflation, and policy uncertainties while balancing liquidity and long-term opportunities.
From healthcare cost inflation to public and private asset allocation, Cameron explains how his team strategically positions their portfolio in an evolving landscape. He also reflects on the importance of disciplined decision-making, risk management, and the need for clarity in a time of market volatility. Tune in for a thoughtful discussion on navigating the complexities of insurance asset management today.