Our thinking

Global macro research: Why central banks may struggle to solve the inflation puzzle

Published date: May 2023

Global macro research: Why central banks may struggle to solve the inflation puzzle

Easing inflationary pressures are dominating headlines, but early rate cuts may jeopardise the medium-term outlook

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Published date: April 2023

Ireland PensionWatch: Q1 2023

In this edition, we provide an update on Insight’s submission to the UK Parliamentary Inquiry into LDI

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Opportunities in Fixed Income

Published date: April 2023

Opportunities in Fixed Income

The rise in yields across fixed income markets proved uncomfortable for many bond investors, inflicting considerable losses. However, as a consequence, we think investors can now exploit considerable opportunities that now exist across rates and credit markets.

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Dynamic Currency Risk Management

Published date: April 2023

Dynamic Currency Risk Management

We outline why traditional approaches to hedging effectively trade currency risk for cashflow volatility, and how a dynamic approach attempts to solve this problem.

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Insight’s loans capabilities – a credit opportunity

Published date: April 2023

Insight’s loans capabilities – a credit opportunity

Insight has a long-standing capability in managing leveraged loans, and the higher prevailing yield levels and the current potential for capital appreciation mean they have plenty of features that investors may consider to be attractive.

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Climate benchmarks

Published date: April 2023

Climate benchmarks

We explain why bespoke climate benchmarks may be more appropriate for investors targeting climate outcomes.

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Active fixed income snapshot desk views

Published date: October 2022

Active fixed income snapshot desk views

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Fixed income in a world with inflation

Published date: August 2022

Fixed income in a world with inflation

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Assessing the impact of ESG in Fixed income

Published date: July 2022

Assessing the impact of ESG in Fixed income

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Inflation update: Approaching a sticky peak

Published date: August 2022

Inflation update: Approaching a sticky peak

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Currency quarterly

Published date: April 2023

Currency quarterly

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