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Thoughts for 2026

We present our outlook for 2026, covering global fixed income markets, interest rates, inflation and currencies. This is an environment where active management, diversification, and a global approach remain important.
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Global Macro Research: State of the world

The Fed, constrained by tariff-driven inflation, should deliver a modest rate cut in late 2025 before embarking on a more decisive easing cycle in 2026.
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Stanza: follow the rhythm of financial markets

Insight's CEO, Raman Srivastava, introduces the purpose behind Stanza and what makes Insight unique.
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Global Perspectives

Global macro

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.

17 Nov 2025 8 min read

Fixed income

Fiscal fault lines

The global fiscal landscape is entering a period of heightened scrutiny and divergence. As debt burdens rise and political constraints tighten, the sustainability of sovereign finances is increasingly shaping market behaviour and investor decision-making.

27 Aug 2025 4 min read