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.
Read morePerspectives
Global macro, Economics
Le Déluge: The French pensions problem
We explore the structural challenges facing the French government.
17 October 2025
Fixed income
Fixed income’s fit in broader portfolios
Fixed income can play a valuable role in almost any broad investment portfolio.
10 October 2025
Global macro, Economics
Le Déluge: The centre cannot hold
Another month, another failed French government. President Macron’s centrist experiment appears to be reaching an end.
10 October 2025
Fixed income
Time to allocate to fixed income
In our view, it is an opportune time to increase fixed income allocations.
03 October 2025
Fixed income
Global aggregate bonds: Generating alpha consistently
Navigating volatility with consistency - Insight’s global bond strategy has delivered positive active returns in eight of nine years since 2015
30 September 2025
Video, Global macro, Economics
US exceptionalism: at a crossroads - video
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.
26 September 2025
Fixed income, Responsible investment
Expert insights: The benefits of a responsible approach to the euro corporate bond market
Portfolio manager Fabien Collado offers insights on investing responsibly in euro corporate bonds.
12 September 2025
Global macro, Economics
Le Déluge: France remains on a downward path
French Prime Minister François Bayrou has called a confidence vote for 8 September 2025.
29 August 2025
Economics, Global macro
Fiscal fault lines: A global review of sovereign fiscal health
We provide a comprehensive assessment of fiscal sustainability across developed and emerging markets.
27 August 2025
