Insurance Risk Survey: Insurers Remain Optimistic Amid Heightened Uncertainty

Insurance Risk Survey: Insurers Remain Optimistic Amid Heightened Uncertainty
As insurers move into 2026, investment decision‑making is being shaped by a mix of cautious optimism and increasing market complexity. While market volatility, inflation concerns, and uncertainty around interest rates persist, insurers continue to identify meaningful opportunities to enhance portfolio outcomes.

In Conning’s latest Viewpoint, “Insurance Risk Survey: Insurers Remain Optimistic Amid Heightened Uncertainty,” Matt Reilly, Head of Insurance Solutions, shares key findings from Conning’s annual survey of U.S. insurance investment decision‑makers. The research highlights how insurers are balancing risk awareness with evolving portfolio strategies, adjusting duration, expanding private asset allocations, and reassessing liquidity in response to changing market dynamics.

The Viewpoint explores where insurers see the greatest risks and opportunities heading into 2026, how capital efficiency is influencing private market allocations, and why asset‑based finance and structured credit continue to gain traction.


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