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.

Q4 State of the States Report

10/25/2017

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

10/10/2017

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

10/02/2017

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.


Asset TV: Why Investors Should Consider MLPs

09/18/2017

In a recent interview with Asset TV, Marcus McGregor, Head of MLP Strategy explains why institutional investors should consider allocating for direct ownership of underlining MLPs.


The Pension Plan Underfunding Dilemma: Analyzing the Trends

09/01/2017

The funding status of corporate defined benefit (DB) pension plans remains a subject of concern for many company officers and is not going away soon. Surprises requiring unexpected (and sometimes sizeable) contributions to pension plans can have a significant impact on a company’s financial position.


Replacing LIBOR: Perspectives of an Evolving Landscape

08/01/2017

The U.K.’s July announcement that the London Interbank Offered Rate, or LIBOR, will be phased out by the end of 2021 was not the last word on the subject.


A.M. Best Interview: Insurers Embrace Liability-Driven Investing 

06/09/2017

In a recent interview with A.M. Best, Conning's, Daniel Mainolfi, said insurers and pension fund managers have become proficient in investing against long-term liabilities, which can reduce overall volatility.


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