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.

AIRG vs. GOES: Comparing Equity Classes

05/08/2025

The NAIC’s switch from the Academy Interest Rate Generator (AIRG) to their new Generator of Economic Scenarios (GOES) platform is scheduled for 2026. Conning continues its white paper series on the differences between the models with a look at equity classes.


Conning ConnText Podcast

04/15/2025

Conning ConnText is a quarterly podcast that features our firm’s view of capital markets, trends and investment strategies for the insurance industry, hosted by Rich Sega, Conning’s Global Chief Investment Strategist. Rich also invites a guest to provide additional insight about a particular asset class, investment idea or insurance industry trend.


Tariffs, Trade and Taxes in the Time of Trump

04/08/2025

Michael Mix, Senior Portfolio Manager, examines the historical significance of tariffs and explores potential implications of new tariff measures that President Trump may – or may not – employ.


Esoteric ABS: Riding the Growth Wave Into 2025 

03/11/2025

Michael Nowakowski, Head of Structured Products, explains the dynamics of the esoteric ABS market and why strong interest in the asset class should continue in 2025.


Conning Risk Assessment Survey of U.S. Insurers

02/11/2025

U.S. insurers are optimistic about investment markets in 2024 and expect to take on more investment risk, according to a fall 2023 survey of U.S. insurance decision makers commissioned by Conning. The survey also found that insurers think the benefits of adding artificial intelligence tools to the investment process are worth the risks.


Conning Commentary - Crypto and Insurance in 2024

02/10/2025

In 2024, cryptocurrencies soared to record valuations, and crypto-based ETFs gained traction. Despite this, the insurance industry's stance on crypto investments remains cautious.


Conning Commentary - Los Angeles Fires

02/06/2025

The recent wildfires in Los Angeles have devastated communities and sent shockwaves through the insurance industry. With over 50,000 acres burned and loss estimates now reaching $30-$50 billion, the impact is extensive. 


From Reserve to Resource: The Potential of Negative IMR for Strengthening Life Insurer Portfolios

12/05/2024

Conning reviews the temporary change in accounting rules that may help life insurers take advantage of currently higher market yields and help them build greater long-term value.   


Private Placements: Aiming for Greater Yields, Downside Protection and Customized Cash Flows

09/24/2024

Cindy Beaulieu, Conning’s North American CIO, and John Petchler and Sam Otchere from Conning’s Private Placements team review insurers’ opportunities in private placements.