Insights

These views and opinions are those of the authors at the time of writing, may be subject to change, are for informational purposes only, and they should not be construed as investment advice or a recommendation for the purchase or sale of securities by Conning. The information may not be current and Conning has no obligation to provide any updates or changes. Individual portfolio management teams for Conning may have views and opinions and/or make investment decisions that, in certain instance, may not always be consistent with the views and opinions expressed therein. While any third-party data used is considered reliable, its accuracy is not guaranteed.

The Conning Commentary: Special Election Commentary

11/14/2022

Scott Hawkins, Head of Insurance Research, and Rich Sega, Global Chief Investment Strategist, offer their views of how the 2022 mid-term election results are likely to impact the insurance industry and investment markets. 


Opportunities for Insurers Within a Shifting Credit Cycle

09/21/2022

Matt Daly, head of Conning’s Corporate and Municipal Teams, provides an overview of strategies that may help insurers manage through the current market challenges.


Equity Investing for Insurers: Keeping Steady on the Till in Rough Seas

08/01/2022

Matt Reilly from Conning’s Institutional Solutions team offers insights on equity allocations among insurers and explains that equity remains an important portfolio asset, despite the recent decline in equity values and higher volatility. This is the second in the “Risk Matters” series focusing on helping insurers understand current investment risks and how modelling can help develop holistic enterprise solutions.


Course Correction: As investment environment becomes “risk off,” insurers revisit portfolio strategies

06/28/2022

Rich Sega, Global Chief Investment Strategist, discusses how global events and market disruptions are causing many insurers to revisit investment strategies in the new “risk off” environment.


Dividend Equity Strategies: Managing Higher Volatility, Rising Interest Rates and Inflation

06/22/2022

Donald Townswick, Director of Equity Strategies, explains how dividend-paying equity strategies may be a more appropriate equity solution for insurance portfolios.


CLOs: Helping Insurers Manage Duration Risk Amid Rising Interest Rates

06/01/2022

Paul Norris, Head of Structured Products at Conning, and Gretchen Lam, a senior portfolio manager at affiliate Octagon Credit Investors, explain the current opportunities in CLO securities for insurers.  


State of the States 2022

05/19/2022


Rising Inflation: What’s the MPL Industry to Do?

05/16/2022

Bill Burns and Lauryn Kothavale of Conning’s Insurance Research team examine the potential impact of inflation on the MPL industry. 


Survey: U.S. Insurers Rapidly Adding ESG Factors to Investment Practices

04/06/2022

U.S. insurance companies appear to be rapidly incorporating ESG factors into their investment strategies, according to a recent survey of U.S. insurance decision makers sponsored by Conning.