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Discover the latest insights from our investment professionals as they plot a course through global investment markets.

Mapping markets: review and outlook

Published date: November 2018

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Given Brexit uncertainty, strategic duration positions in the UK may not offer compelling value at this stage. Should a deal fail to be agreed by December, the prospect of a ‘no deal’ outcome cannot be ignored.

Quarterly fixed income and currency review and outlook

Published date: October 2018

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Fixed income investors are sharpening their focus on countries' sustainability risks. We believe effective sovereign debt investment requires in-depth analysis of ESG matters, and our proprietary model aims to help us better understand ESG risks at the country level across our portfolios.

Sovereigns and sustainability

Published date: October 2018

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Insight was delighted to welcome investment consultants on 27 September 2018 to discuss its approach to fixed income and environmental, social and governance (ESG) issues. Here we offer highlights of the discussion, alongside selected questions and answers from the day.

Fixed income and ESG consultant roundtable

Published date: October 2018

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We invite you to join our portfolio manager Robert Simpson as he reviews recent developments within emerging market debt and offers his outlook for the asset class.

Webinar: Emerging market review and outlook

Published date: October 2018

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Historically, fixed income investors have been less focused on corporate engagement than equity investors. At Insight, we believe that fixed income investors have a responsibility to engage with companies. This document looks at how Insight conducts proprietary environmental, social and governance (ESG) research that supports direct engagement with companies.

Responsible investment in practice

Published date: October 2018

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Should high yield investors worry about the BBB overhang?

High yield investing

Published date: September 2018

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This paper explains the potential benefits of the asset class, the different ways in which investors typically gain exposure to farmland, what we believe to be the best way to invest in the asset class and ways to address the real or perceived challenges of farmland investment.

Farmland: helping you navigate the investment universe in this nascent asset class

Published date: September 2018

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What does US growth divergence mean for global credit markets?  Catch up on our monthly fixed income views.

Fixed income snapshot desk views: cautious outlook for credit markets

Published date: August 2018

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Should investors be worried about global inflation? We examine the short and long term factors currently impacting inflation data.

Inflation outlook focus: global inflation

Published date: July 2018

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Join our Fixed Income webinar to hear an overview of key economic topics and investment themes.

Webinar: Fixed income review and outlook

Published date: July 2018

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Emerging market debt (EMD) has endured a challenging year-to-date, leading investors to question whether this is merely a correction following a strong two-year performance spell, or the start of something bigger. We believe technical factors have driven the sell-off, and that emerging markets remain fundamentally sound – meaning now is a good time to consider adding exposure.

Emerging market debt: putting this sell-off into context

Published date: July 2018

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Equity and credit markets show strong signs of exuberance, and the clock is ticking on a potential reversal of recent trends. We believe that investors should be considering risk re-allocation strategies.

Exuberant markets

Published date: June 2018

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By Peter Turchin

History shows us that ‘eras of good feelings’ are followed by ‘ages of discord’. The first age of discord in the USA coincided with the American Civil War and my research overwhelmingly shows we are entering a second.

The history of the near future: what does history tell us about our Age of Discord?

Published date: June 2018

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