Charting a course through the uncharted waters of a post-pandemic year, we still see rough seas ahead. When managing U.S. P&C insurer investment portfolios, asset allocators should be alert for the seven signs of heavy weather outlined in the slideshow above — based on research from Conning — and know where to find safe harbors. As the storm clouds of the past year clear and we navigate through the shoals of 2021, we recommend remaining true to the guiding principles of quality, liquidity and diversification. Rich Sega is global chief investment strategist for Conning, a global asset manager for insurance companies with almost $200 billion global assets under management. This article is based on materials previously published or distributed by Conning and is republished here with permission. For more information, send an email to connect@conning.com. See also:

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