Archive

Oil shocks and policy fog: Insurance investors face a market that won't behave

Insurance investors are balancing geopolitical uncertainty, inflation pressure and a market that appears increasingly disconnected from reality

Conning sticks to cautious asset approach as geopolitical shocks test markets

As well as widening spreads and scrutiny of private markets

Generali Asset Management appoints new CEO and general manager

Russell Büsst of Conning Europe to take on CEO role

War, oil and uncertainty keep the Fed in limbo, Conning says

US insurers optimistic for 2026 despite inflation worries bubbling back to the surface

Survey by Conning finds private assets and ABF at the forefront of insurers' minds

How to stress-test €600bn worth of private markets assets

As Europe's regulators mull what stressors are best to test a private markets portfolio, managers have some thoughts...

Are US Treasuries 'safe' or is it time to strike them out?

Investors reduced allocations in H1 2025 to US govvies, but their utility remains

Offloading US debt may provide CIOs "psychic benefits" - but US market, economy and dollar cannot be ignored

Conning AM's Rich Sega says shunning the central asset class may prove "tactically impracticable"

Geopolitical hotseat: The same pace of drama can't continue for rest of year, Conning CIO says

Long-term fiscal position of the US a problem as debt level unsustainable

Conning CIO says Fed independence intact as Trump names nominee for Fed chair

Cindy Beaulieu unconvinced Powell will step down as a governor in May