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    Thoughts for 2026

    Thoughts for 2026

    We present our outlook for 2026, covering global fixed income markets, interest rates, inflation and currencies. If US interest rates decline but inflation remains elevated, we expect cash investors to migrate into bond markets seeking higher returns. This is an environment where active management, diversification, and a global approach remain as important as ever.

    Key takeaways
    Insight's investment strategy highlights for 2025

    Thoughts for 2025: asset class overview

    In fixed income, returns don’t depend on rapid earnings growth – they just rely on issuers meeting their debt obligations. With yields still elevated, we believe the asset class is well positioned to weather a period of sluggish economic growth. Against this backdrop, we highlight the key opportunities we see for the year ahead.

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