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.

Inflation Modeling Revisited: Part Two


In part two of his series on inflation, Matt Lightwood discusses the key factors of model performance as well as the importance—and challenges—of using historical data. 

Webinar: CLOs in the Current Market Environment - Opportunities & Outlook 


Octagon Credit Investors, a Conning affiliate, discusses the state of the collateralized loan obligation (CLO) market in a webinar titled “CLOs in the Current Market Environment: Opportunities & Outlook,” featuring Gretchen Lam, CFA, and Lauren Law, CFA, moderated by Doug McDermott. The presenters also share their perspectives on potential opportunities and risks against a backdrop of higher-for-longer interest rates.

Energy Markets 2050: Alternatives Growing Fast but Hydrocarbons Retain Dominance


Marcus McGregor and Conning’s commodities research team examine the potential future of energy markets and where investment opportunities may lie.

The Value of Commercial Real Estate in Insurers' Portfolios


Matt Reilly, Insurance Solutions, outlines the unique features of commercial real estate and explains why insurers should consider an allocation.

Webinar: Buildings for the Future: Commercial Real Estate Opportunities for Insurers


Large insurers have enjoyed the benefits of commercial real estate in their portfolios for many years. The asset class could potentially benefit small and mid-size firms as well. This webinar focuses on helping insurers better understand the asset class and learn how commercial real estate may benefit insurance portfolios, with insights about the asset class from Conning’s newest affiliate, Pearlmark Real Estate, L.L.C.

State of the States 2023


Conning’s 2023 State of the States report features a highly interactive format that allows you to dive into the data that drives our annual evaluation of the credit quality of all 50 U.S. states.

FHLB for Insurers: A Source of Liquidity During Market Dislocations


Conning reviews how insurers can leverage Federal Home Loan Bank (FHLB) financing programs to help them make the most of the resource as market funding costs rise.

Thinking the Unthinkable: Stress-Testing a U.S. Treasury Technical Default


Matt Lightwood considers two possible scenarios for the aftermath of a default and their effects on financial markets.