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Perspectives

Global Macro Research: State of the world

Markets have started to price in UK policy easing in 2024, but we believe those looking for aggressive cuts may be disappointed.

US exceptionalism at a crossroads

US exceptionalism has underpinned a long period of asset outperformance, but we stand at a cross roads, and this long standing trend may be drawing to a close.

Enhancing returns in fixed income markets

Jill Hirzel, senior investment specialist at Insight Investment, explains why an active approach to fixed income investing has beaten returns on passive over the past 10 years.

Fixed income

Three AI-related fixed income ideas

Fixed income markets are financing AI, creating potentially compelling spread opportunities across the credit spectrum in hyperscaler and cloud provider corporate bonds.

21 January 2026

Fixed income

What are US Municipal Bonds? Case Studies

In our experience, for many investors outside the US, the municipal bond market remains an underappreciated asset class.

20 January 2026

Fixed income

Annual fixed income review and outlook

Stories and events across the markets and a summary of Insight’s outlook for the major economies and fixed income asset classes.

15 January 2026

Fixed income

Quarterly fixed income review and outlook

Our quarterly review and outlook provides a summary of key market changes before offering a more detailed look at our global and regional economic views.

09 January 2026

Fixed income