In this Conning Investment Perspective, Cynthia (Cindy) Beaulieu, Conning’s Chief Investment Officer for North America, shares insights on the evolving Fed approach and its impact on portfolio positioning across credit and structured sectors.
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Conning examines how U.S. P&C insurer investment strategies are evolving as pricing moderates and the benefit from rising interest rates begins to fade. The viewpoint explores changing asset allocations, structured securities, private placements, CLOs, private credit and asset-based finance strategies.
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Conning’s State of the States provides a data‑driven view of U.S. state fiscal health and relative performance for municipal bond investors. Conning maintains a stable outlook overall, but the report highlights bigger year‑over‑year rank movement and growing divergence as revenue growth moderates, reserve levels plateau, migration becomes less supportive, and structural factors play a larger role in long‑term fiscal strength. Explore the rankings and interactive dashboard to evaluate state‑by‑state metrics and portfolio implications.
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Conning examines how insurers are using Federal Home Loan Bank membership as a strategic balance sheet tool. The Viewpoint explores FHLB utilization across Life, Property & Casualty, and Health insurers, along with the importance of pre positioned collateral during periods of market disruption.
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Our new Viewpoint, Convertible Market Dynamics and Portfolio Implications for Insurers, examines how convertible bonds may offer insurers a distinctive opportunity to balance return generation and capital preservation.
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The Domicile Trends in Life/Annuity Reinsurance—Cayman report analyzes the evolving offshore life and annuity reinsurance market, highlighting key market dynamics, regulatory shifts, and strategic jurisdictions.
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In this Conning Investment Perspective, Cynthia (Cindy) Beaulieu, Conning’s Chief Investment Officer for North America, shares insights on the evolving Fed approach and its impact on portfolio positioning across credit and structured sectors.
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Conning’s Cindy Beaulieu and Matt Reilly join the podcast to discuss insurance portfolio strategy, market volatility, ALM, liquidity, and regulatory focus.
Read More1As of December 31, 2025, represents the combined assets under management for: Conning, Inc., Conning Asset Management Limited, Conning Asia Pacific Limited, Conning Investment Products, Inc., Goodwin Capital Advisers, Inc. and assets sub-advised by Conning affiliates, Global Evolution, MGG Investment Group, Octagon Credit Investors, LLC, and Pearlmark Real Estate L.L.C. (collectively, “Conning”). Global Evolution AUM data was $19.1B at end of Q4 2025. Global Evolution AUM represents the combined global assets under management of Global Evolution Asset Management A/S and its affiliates. Global Evolution is an indirect subsidiary of Conning Holdings Limited (CHL) whose controlling shareholder is Generali Investments Holding S.p.A. MGG Investment Group AUM data was $5.3B at the end of Q4 2025. Octagon Credit Investors, LLC AUM data was $30.1B at end of Q4 2025. Octagon is an indirect subsidiary of Conning Holdings Limited (CHL) whose controlling shareholder is Generali Investments Holding S.p.A. Conning’s affiliates are indirect subsidiaries of Conning Holdings Limited (CHL) whose controlling shareholder is Generali Investments Holding S.p.A. Pearlmark Real Estate L.L.C.’s AUM data was $2.6B at end of Q4 2025 includes PREP Investment Advisers, L.L.C. and Pearlmark Real Estate L.L.C.’s gross investment value for equity investments, outstanding loan receivables for debt investments, and unfunded commitments. Pearlmark is an indirect subsidiary of Conning Holdings Limited (CHL) whose controlling shareholder is Generali Investments Holding S.p.A. Conning’s affiliates are indirect subsidiaries of Conning Holdings Limited (CHL) whose controlling shareholder is Generali Investments Holding S.p.A.