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.

Equities, Volatility and the ‘Nifty 50’: A Market Outlook

08/27/2025

Conning’s latest outlook, “Equities, Volatility and the ‘Nifty 50’,” draws comparisons between today’s high-flying tech stocks and the Nifty 50 of the 1970s. With stretched valuations and concentrated market leadership, investors face familiar risks. Explore how insurers and institutional investors can interpret these signals to navigate volatility and position for long-term growth.


Funding Agreements: Strategic Capital for a New Insurance Era

08/20/2025

Deposit-type contracts are gaining traction among insurers seeking scalable, stable capital solutions. Conning’s latest Viewpoint outlines how funding agreements—often issued to institutional investors—can help insurers diversify liabilities, improve asset-liability management, and reduce concentration risk.


Everything GOES Podcast

08/13/2025

Everything GOES is a monthly podcast for insurers who want to learn more about the transition from AIRG to GOES and what it will mean for them and their process. Topics will include timing, delivery options, key model changes and the model governance process.


Webinar - From Insights to Allocations: What’s Driving the Life-Annuity Industry Today

08/06/2025

This webinar shares timely perspectives on the structural and strategic forces reshaping the life-annuity landscape—and what they mean for portfolio allocations in the second half of 2025 and beyond.

 


AIRG vs. GOES: Efficient Portfolio Analysis

08/06/2025

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 their impact on asset allocation decisions.


Beyond the Text Podcast

07/29/2025

Beyond the Text is a Conning podcast that features insights from its Insurance Research Department. Conning’s analysts have deep industry knowledge and come from various backgrounds providing a greater level of context on industry trends for insurance professionals.


Private Assets, Alternatives Gain Ground: Evolving Investment Strategies in the Life and Annuity Insurance Sector

07/23/2025

Cindy Beaulieu and Matt Reilly examine how life and annuity insurers are adapting to an environment of elevated interest rates by expanding into private and alternative assets to pursue greater yield and portfolio diversification.


Webinar - Conning’s Portfolio Pulse: High Dividend Equity Strategies for Insurers

07/01/2025

This webinar focuses on Conning’s High Dividend Equity (HDE) strategy—designed to deliver consistent income and long-term capital appreciation for insurers. 

 


Fraternal Insurers Moving Forward with Technology

06/27/2025

Scott Hawkins, Head of Insurance Research, shared expertise for data-driven insights into how the fraternal sector is evolving and what it means for the future of insurance.


The FHLB Assist: Helping Insurers Liquidity Options to Boost Balance-Sheet Strength and Financial Stability

06/26/2025

John Rup, Director of Insurance Solutions, explores how the Federal Home Loan Bank system is helping insurers strengthen profitability, balance sheets, and financial stability via strategic borrowing opportunities that can help insurers navigate today’s high-rate, low-liquidity environment.