Webinar: Portfolio Management Strategies in a Period of Higher Volatility
Volatility returned to markets with a vengeance during the past 12 months, and the start of 2019 offers more questions than answers about what is coming next.
Viewpoint - Convertibles: A Flexible Asset for Insurance Portfolios
Rising market interest rates have piqued curiosity in convertible securities, but many insurers do not fully understand how convertibles work or what they can add to a portfolio. The fact that they can be converted into the issuer’s equity speaks to their value proposition: possible equity upside with a bond’s downside protection.
Viewpoint - Proposed New MBS Security Set for Mid-2019 Rollout, but Questions Remain
The agency mortgage-backed securities (MBS) market is preparing to introduce a new security, known as the Uniform MBS (UMBS), in June 2019. The security will be the first offered in an effort to unite issuance from the Federal National Mortgage Association (Fannie Mae or Fannie) and the Federal Home Loan Mortgage Corp. (Freddie Mac or Freddie).
Pension Funded Status Tracker - February 2019
The funded level for the average U.S. corporate pension plan rose to 86% in February, up 1% for the month and 3% for the year. Strong U.S. equity performance led the growth in the asset portfolio, while liabilities slipped as the effective discount rate rose 5 basis points. Learn more about the trends and drivers in our February Pension Funded Status Tracker.
Learn More About Global Evolution's Impact Investing
In this short video you will learn more about about Global Evolution's Impact Investing
Learn More About Global Evolution's ESG Integration
In this short video you will learn more about about Global Evolution's ESG integration.
Pension Funded Status Tracker - January 2019
Market Commentary - The 2019 US Growth Checklist
The downturn that ended a volatile 2018 carried into the new year, but Conning thinks that 2019 will still be a year of growth, albeit at a lower rate than the previous two years
Pension Funded Status Tracker - December 2018
The funded level for the average U.S. corporate pension plan fell to 83% in December, down 5% for the month and 2% below the year-end 2017 level. A sell-off in global equities led to a decrease in the asset portfolio, while liabilities rose due to a roughly 20-basis-point drop in the effective discount rate. Learn more about the trends and drivers in our December Pension Funded Status Tracker.
Pension Funded Status Tracker - November 2018
Funded levels for U.S. corporate pension plans held steady at 88% in November, which is 3% higher than year-end 2017. Asset ticked up slightly as most equity markets and U.S. Treasuries outperformed. Liabilities were relatively flat: interest rates slipped but high-quality corporate bond spreads widened. Learn more about the trends and drivers in our November Pension Funded Status Tracker.