Don Townswick Weighs in on the Current State of Market Volatility
Don Townswick, director of equity strategies, weighs in on the current state of market volatility in a recent USA Today article.
Insurers May be Able to Enhance Income Without Committing Additional Cash or Adding Significant Risk
A Conning Strategic Alert describes how market dislocations have helped drive up yields for structured securities while the decline in U.S. Treasury yields has led to falling rates within FHLB lending programs. Insurers who are FHLB members may be able to use loan proceeds to invest in structured securities.
Karel Citroen on the Current Municipal Market and Proposed Action from Washington
Karel Citroen, head of municipal bond research, discussed the municipal market and a possible federal stimulus with the Bond Buyer.
How Conning Adapted its Business for the Time of Coronavirus
Woody Bradford, Conning CEO and chair, shared how Conning is adapting to working from home during the COVID-19 pandemic with FundFire.
Rich Sega Discusses U.S. Stocks and the Coronavirus Pandemic
Rich Sega, Global Chief Investment Strategist, discusses the coronavirus pandemic and U.S. stocks with USA Today.
Karel Citroen on the Effects the Coronavirus Pandemic May Have on State Budgets
Karel Citroen, head of municipal bond research, told Bloomberg he expects the coronavirus pandemic to have long-term budget implications on states as early as this summer.
Matt Daly Examines the Current Situation of the Investment-Grade Bond Market
Matt Daly discussed how collapsing oil prices and Covid-19 are causing investors to look more closely at the low end of the investment-grade bond market in MarketWatch.
Don Townswick Discusses the Benefits of Stock Buybacks
Don Townswick, director of equity strategies at Conning, speaks to the benefits of company stock buybacks due to the current equity prices.
Early Reserve Analysis from Conning’s Bill Burns, ACAS
Preliminary results show that, in 2019, the property-casualty industry booked $5.7 billion of favorable reserve development, representing 0.9 point of benefit on the calendar-year loss ratio. This marks the 14th consecutive year that the industry has had favorable development from prior accident years.
COVID-19 Update: Contagion and Containment
The COVID-19 virus that started as a China-only issue with ramifications to supply chains has now gone global with adverse implications to consumer behaviour, capital investment and growth. In Europe, government containment initiatives have in some cases been draconian but time will tell if they stop the virus from spreading. Meanwhile, oil and base metals face downward pressure and the narrative of an emerging-market-led global upswing in 2020 seems a distant memory.