Insight's Chief Executive Officer, Abdallah Nauphal, discusses his thoughts on the path ahead against a backdrop of radical US policy, unsustainable fiscal dynamics and growing long-term risks.

Renowned economist, Professor Robert J Gordon, discusses US exceptionalism and the reasons why the US economy has outperformed over recent years. Europe has been a growth laggard, but key policy changes could reinvigorate the region.

Insight’s fixed income and currency experts share their perspectives on potential market opportunities. They anticipate that higher financing needs will drive steeper yield curves, and the gilt market appears vulnerable. In credit markets, the growth of private credit has altered the nature of defaults, which remain at low levels. In the currency markets, the US dollar is navigating between structural headwinds and cyclical tailwinds.

Insight’s Head of Solution Design, Jos Vermeulen, explores the future challenges facing the UK and how UK pensions capital can play a pivotal role in addressing these issues. By leveraging this capital, there are opportunities to enhance member benefits and provide sponsors with access to trapped surpluses.

Insight’s Head of Global Macro Research, Gareth Colesmith, explores how climate change is expected to impact different regions in the years ahead, displacing hundreds of millions of people. A proportion of these displaced people are likely to travel along existing migrant corridors, with consequences for developed market governments.

Cyber security expert, Matt McCormack, delves into the emerging threats and innovative methods by which cyber-attacks are affecting the finance industry. He highlights the increasing risk of deep-fake digital fraud and warns that the advent of quantum computing is expected to intensify these dangers.

We have also produced a checklist that delves into the existing, emerging, and future threats that cybersecurity professionals must vigilantly monitor. We also present case studies that illustrate the sophisticated methods employed by cybercriminals to exploit these vulnerabilities.

At Insight’s Summit 2025, former UK prime minister, the Rt Hon the Baroness May of Maidenhead, and Summit attendees participated in a wide-ranging discussion on a range of topics, including geopolitics and the future of democracy. This paper outlines some highlights of the conversation.