Conning/ACLI Webinar: The Tax Plan Giveth - And Taketh Away: A Tax-Reform Primer For Insurers
The Tax Cut and Jobs Act is expected to have a significant impact on the tax-sensitive industry of insurance. It is a critical time for insurers to hone their understanding of the latest twist in a business environment that continues to evolve.
The Tax Plan Giveth - And Taketh Away: A Tax-Reform Primer for Insurers
New U.S. tax laws should benefit P/C insurers, freeing up capital for a variety of needs including M&A. They may also drive changes to P/C investment strategies, not just for municipal bond allocations but for bond portfolios overall. Learn more through our webinar.
Pension Funded Status Tracker - January 2018
Conning’s Funded Status Tracker is a monthly publication that tracks the performance of the average defined benefit pension plan (the “Plan”) of corporate sponsors comprising the Russell 3000 Index.
Viewpoint - Energy Markets 2040: Alternatives Have Growing Cachet but Hydrocarbons Still Rule the Day
How should investors position themselves in a world that is increasingly concerned about emissions and climate change? The short answer is, they should prepare for continued growth in demand for hydrocarbons.
Viewpoint - P&C Portfolio Alternatives to Tax-Exempt Municipal Bonds Post Tax Reform
Conning’s view is that the recently passed U.S. tax plan should drive significant capital expenditure and increase take-home pay, providing a meaningful boost to U.S. growth via the consumer. However, its immediate impact on the municipal bond market may also cause investors such as property and casualty (P&C) insurers to revisit their portfolio strategies and allocation.
Q4 State of the States Report
Conning released the Q4 edition of the semi-annual State of the States municipal credit research report. This update for the second half of the year retains Conning’s declining outlook on aggregate state credit quality. State revenue growth has improved, but not enough to meet state expenditure growth, placing aggregate state reserves under immense pressure. However, Conning has improving outlooks on many revenue bond sectors as these credits benefit from more people driving, flying, attending college and spending money.
Viewpoint - Income Equities - A Desirable Portfolio Asset as Interest Rates Turn
The extended period of historically low U.S. interest rates has been a headache for yield-challenged fixed-income investors such as insurance companies.
Asset TV Masterclass: Liability Driven Investing - October 2017
In a recent interview with Asset TV, Erin Spalsbury, Head of LDI Fixed Income Portfolio Management shares her insights on the current landscape of liability driven investing and the future of corporate pension plans.