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Stanza | fragility, resilience and innovation

Read Stanza: we explore market instability, unpack opportunities to innovate in retirement income and offer perspectives on foundational changes reshaping markets such as longevity, tokenisation and AI.
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Assessing European energy dependence

The global economic order is changing. Old assumptions no longer hold, and new risks and opportunities are emerging.
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Opportunities and misperceptions in fixed income

Peter Bentley, Global Head of Fixed Income, discusses current opportunities and misperceptions in fixed income.
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Changing economic orders

Deglobalisation, fiscal dominance and demographic change point to a world of greater volatility, higher inflation risk, and wider cross‑country divergence.
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Global Perspectives

Fixed income

Mastering the Bloomberg Global Aggregate Bond Index

Spanning more than 30,000 securities across government bonds, corporate credit and securitised markets, the Bloomberg Global Aggregate Bond Index offers a broad snapshot of global fixed income. Its scale and diversity make it the natural benchmark for many investors seeking exposure to global bond markets.

01 Jun 2026 5-7 min read

Fixed income

The importance of inflation protection

Inflation has fallen from its post-pandemic peaks, but the underlying story may have dramatically changed. In this paper, we argue that disinflation has stalled and that markets may be underestimating a structural shift to a more inflationary world. A combination of policy choices, geopolitical change, demographics and deglobalisation is reshaping the inflation outlook, with important implications for portfolios.

01 Jun 2026 5-7 min read

Fixed income

Assessing European energy dependence

The global energy landscape has shifted. What were once considered tail risks are now recurring features of the macro environment, with recent disruptions highlighting the structural vulnerabilities created by energy import dependence.

Our latest Global Macro Research explores how energy shocks are transmitted through inflation, growth and fiscal dynamics, and why energy resilience is emerging as a key differentiator across sovereign markets.

13 May 2026 5-7 min read

Fixed income

Digital assets are moving beyond experiment

Digital assets are moving beyond experiment and into institutional reality.

Tokenised money market funds, digital cash, and on‑chain representations of traditional assets are no longer theoretical – they are live, regulated, and beginning to influence how capital is allocated, settled and mobilised.

01 May 2026 5-7 min read

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Market viewpoints

May 2026

Value emerging in gilts, but markets need convincing

We believe gilts offer value and are overweight relative to some euro markets, but volatility is likely to persist while markets remain sceptical that the government will stick to a sustainable fiscal path. Renewed commitment to the fiscal rules has helped sentiment, but markets will need concrete evidence of meaningful deficit reduction before confidence fully returns. The problem is that will take time, with fragile demand a more immediate risk. Elevated gilt supply is increasingly reliant on foreign investors, leaving the market sensitive to even small shifts in appetite. That fragility reinforces the need for consistent and credible fiscal discipline.

April LaRusse Head of Investment Specialists
The payment revolution has just begun

People are excited about stablecoins and digital assets for a range of reasons, but the real revolution lies in the transformation of payment infrastructure. With near-instant settlement, 24/7 global reach, programmability, transparent on-chain auditability and low transaction costs, this could drive the biggest shift in market infrastructure since SWIFT. However, regulation is diverging – the US is leading on issuance and clarity, while Europe and Asia are developing separate frameworks, pointing to a fragmented global system.

Francesca Fornasari Head of Currency
Unlocking Europe’s capital engine

Europe’s household savings are a potentially powerful but currently underused source of capital. The capability that exists in the European fund industry could channel savings into key political priorities like innovation, defence and the energy transition. We believe securitisation can play a central role by helping banks recycle capital, increase lending to households and businesses, and possibly also create attractive income-generating assets for investors. However, in our view, the current regulatory framework is overly complex and restrictive, holding back both supply and demand. Reform is needed to potentially unlock investment at scale and speed, strengthening Europe’s economic competitiveness, growth and long-term financial independence.

Colm McDonagh CEO Insight Europe