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October 2024: 2024 Election Preview with Michael Mix, Portfolio Manager

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October 2024: 2024 Election Preview with Michael Mix, Portfolio Manager
 
 
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Conning ConnText is a quarterly podcast that features our firm’s view of capital markets, trends and investment strategies for the insurance industry, hosted by Rich Sega, Conning’s Global Chief Investment Strategist. Rich also invites a guest to provide additional insight about a particular asset class, investment idea or insurance industry trend.

Conning ConnText is intended to provide just that: context for insurance investing. Conning’s deep understanding of the investment environment and the insurance industry helps us to serve the unique needs of insurers.

Episode Archive
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July 2024: Commercial Real Estate with Stephen Quazzo, CEO of Pearlmark Real Estate L.L.C.
 
 

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April 2024: Structured Securities and Esoteric ABS with Mike Nowakowski, Head of Structured Products
 

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January 2024: Insurers’ Investment Risk Attitudes with Matt Reilly, Head of Insurance Solutions
 

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October 2023: Applying AI to the Investment Process with Ole Jorgensen, Research Director, Global Evolution
 
 

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July 2023: State of the States with Karel Citroen, Managing Director and Head of Municipal Credit Research
 
 

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May 2023: Examining U.S. Banks with Matt Daly, Head of Conning North America
 
 

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January 2023: Energy Markets Review with Marcus McGregor, Director and Head of Commodities (Energy and Basics) Research Team
 
 

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October 2022: Mid-Term Elections Outlook with Michael Mix, Managing Director and Portfolio Manager
 
 

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July 2022: Real Estate Insights with Tom Cloutier, Director, Portfolio Management and Trading
 
 

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April 2022: Emerging Markets Overview with Alia Yousuf, Emerging Markets Credit Analyst, Global Evolution
 
 
April 2024: Structured Securities and Esoteric ABS with Mike Nowakowski, Head of Structured Products
All investment performance information included in this podcast is historical. Past performance is not a guarantee of future results. Any tax-related information contained in this podcast is for informational purposes only and should not be considered tax advice. You should consult a tax professional with any questions.

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This podcast is for informational purposes only and should not be interpreted as an offer to sell, or a solicitation or recommendation of an offer to buy any security, product or service, or retain Conning for investment advisory services. This discussion may include predictions, estimates, or other information that might be considered forward-looking. While this content represents our current judgment on what the future may hold, it is not a guarantee and the investment market is subject to risks and uncertainties that could cause actual results to differ materially. You are cautioned not to place undue reliance on the content of this podcast, which reflects our opinions only as of the date of this presentation. Nothing contained herein is meant to be investment advice.
 
 
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