Perspectives from Conning's affiliate professionals
Conning's Diversified Market Insights brings together market commentary from investment professionals across Conning's insurance-focused platform. Each edition explores developments across a range of specialized investment strategies to help insurers and institutional investors navigate evolving market conditions and evaluate potential opportunities.
Drawing on the expertise of Conning's affiliated investment managers, the publication features commentary spanning public and private markets, including direct lending, collateralized loan obligations (CLOs), commercial real estate, emerging market debt, and asset-based finance. Each article examines current market trends, credit considerations, risk factors, and other themes shaping today's investment landscape, while highlighting the breadth of specialized investment expertise available through Conning and its broader affiliate network.
Whether evaluating portfolio diversification opportunities, monitoring market fundamentals, or assessing relative value across sectors, Diversified Market Insights Perspective provides timely analysis to help inform investment decisions. Download the latest edition to explore current market observations from Conning and its affiliated investment professionals.
Investment Perspectives Q3 2026: Opportunity Through Selectivity
In this edition, Conning and its investment affiliates share perspectives on developments across public and private credit, real estate, and specialized investment strategies. While opportunities vary across markets, a common theme emerges: the importance of strong fundamentals, disciplined underwriting, and thoughtful risk management.
For insurers, evaluating these opportunities in the context of income generation, diversification, liquidity, capital efficiency, and long-term liability objectives remains central to aligning investment portfolios with broader business goals.
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©2026 Conning, Inc. Conning, Inc., Goodwin Capital Advisers, Inc., Conning Investment Products, Inc., a FINRA-registered broker-dealer, Conning Asset Management Limited, and Conning Asia Pacific Limited (collectively “Conning”) and Octagon Credit Investors, LLC, Global Evolution Holding ApS and its subsidiaries, MGG Investment Group LP and certain of its affiliates, and Pearlmark Real Estate, L.L.C. and its subsidiaries (collectively “Affiliates” and together with Conning, “Conning & Affiliates”) are all direct or indirect subsidiaries of Conning Holdings Limited which is one of the family of companies whose controlling shareholder is Generali Investments Holding S.p.A. (“GIH”) a company headquartered in Italy. Assicurazioni Generali S.p.A. is the ultimate controlling parent of all GIH subsidiaries.
Conning, Inc., Conning Investment Products, Inc., Goodwin Capital Advisers, Inc., Octagon Credit Investors, LLC, Global Evolution USA, LLC, and PREP Investment Advisers, L.L.C. and MGG Investment Group LP are registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940, as amended, and have noticed other jurisdictions they are conducting securities advisory business when required by law. In any other jurisdictions where they have not provided notice and are not exempt or excluded from those laws, they cannot transact business as an investment adviser and may not be able to respond to individual inquiries if the response could potentially lead to a transaction in securities.
Aperture Investors, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Aperture Investors, LLC which wholly owns Aperture Investors UK, Ltd (FRN: 846073) who is authorised and regulated by the Financial Conduct Authority (“FCA”). In providing investment management services to certain of the Funds, Aperture Investors, LLC draws upon the portfolio management, trading, research, operational and administrative resources of certain of its affiliates (at the present, Aperture UK), including using affiliates to execute transactions for certain Funds. Subject to the written consent of the applicable Fund and the regulatory status of the affiliate, Aperture Investors, LLC treats these affiliates as “participating affiliates,” in accordance with applicable SEC no-action letters and guidance. For a more complete understanding of Aperture’s ownership and control, please see our ADV available here: https://adviserinfo.sec.gov/.
SEC registration does not carry any official endorsement or indication that the adviser has attained a level of skill or ability.
Past performance and market trends are not indicative of future results. This publication is intended only to inform readers about general developments of interest. Some commentary presented herein contains predictions, estimates, or other information that might be considered forward-looking statements and hence is hypothetical. While this content represents our current judgment on what the future may hold, it is not a guarantee and is subject to risks and uncertainties that could cause actual results to differ materially.
This document and the software described within are copyrighted with all rights reserved. No part of this document may be distributed, reproduced, transcribed, transmitted, stored in an electronic retrieval system, or translated into any language in any form by any means without the prior written permission of Conning & Affiliates. Conning & Affiliates do not make any warranties, express or implied, in this document. In no event shall any Conning & Affiliates company be liable for damages of any kind arising out of the use of this document or the information contained within it. This document is not intended to be complete, and we do not guarantee its accuracy. Any opinion expressed in this document is subject to change at any time without notice.
This document is for informational purposes only and should not be interpreted as an offer to sell, or a solicitation or recommendation of an offer to buy any security, product or service, or retain Conning & Affiliates for investment advisory services. The information in this document is not intended to be nor should it be used as investment advice.
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