US long duration
As institutions increasingly shift toward fixed income portfolios that relate to long-term liabilities, an actively managed strategy that seeks to both mitigate asset-liability risk and capture value in the long-dated maturity spectrum can be of particular value.
Our US long duration fixed income strategy is appropriate as a standalone long duration bond strategy or as a complement to an existing manager line-up for institutions that seek to increase their allocation to long duration bonds.
Liability aware: this is a liability aware bond strategy.
Active management: the strategy is actively managed, employing bottom-up security selection and dynamic sector strategy.
Fully diversified exposure: the strategy's average credit quality is A.
Robust process and risk controls: portfolio managers follow an established investment process that is monitored and overseen by an independent risk team.
Experienced and well-resourced team: the strategy is managed by an experienced team with, what we believe to be, an attractive long-term track record, supported by a research team with substantial experience in investment and non-investment grade corporates and securitized assets.
As of December 31, 2018. Assets under management (AUM) are represented by the value of cash securities and other economic exposures, and are calculated on a gross notional basis.*
Fund and strategy profiles
US pension market: a statistical and qualitative review of Q1 2019 and investment outlook
After the tumultuous end to 2018, a year in which an unusually broad range of asset classes recorded negative returns, policymakers appear to be in the process of reassessing their position.
Quarterly fixed income and currency review and outlook
Read our latest views on global fixed income and currency markets.
US pension market: Review of trends in US pension and financial markets in Q4 2018 and outlook
Pension Funded Status: For many, the gains realized through most of 2018 were wiped out over December with levels flat or slightly down for the year
US pension market: Review of trends in US pension and financial markets in Q3 2018 and outlook
Pension fund liability hedging demand for stripped Treasury bonds continues to run at elevated levels, boosted by improving funded levels and a surge in contributions before the September 15 deadline for higher tax deduction savings.
BBBs: Separating the wheat from the chaff
The implications for defined benefit sponsors.The case for BBB corporate bonds is still strong, but there are pockets of concern in this burgeoning segment. What should investors look out for and where do we see value?
US pension market: Review of trends in US pension and financial markets in Q2 2018 and outlook
The second quarter was dominated by political events, with the risks of a global trade war growing through the quarter. We examine these events and how they impact the outlook for pension funds.
*Insight North America (INA) is part of “Insight” or “Insight Investment”, the corporate brand for certain asset management companies operated by Insight Investment Management Limited including, among others, Insight Investment Management (Global) Limited and Insight Investment International Limited. Advisory services referenced herein are available in the US only through INA. Figures shown in USD. FX rates as per WM Reuters 4pm spot rates.
Includes employees of Insight North America LLC (INA) and its affiliates, which provide asset management services as part of Insight, the corporate brand for certain companies operated by Insight Investment Management Limited (IIML).
Please note: the value of investments and any income from them will fluctuate and is not guaranteed (this may be partly due to exchange rate fluctuations). Investors may not get back the full amount invested. Past performance is not a guide to future performance.
Insight North America LLC (INA) is a registered investment adviser under the Investment Advisers Act of 1940 and regulated by the US Securities and Exchange Commission. INA is part of “Insight” or “Insight Investment”, the corporate brand for certain asset management companies operated by Insight Investment Management Limited including, among others, Insight Investment Management (Global) Limited and Insight Investment International Limited. Insight’s assets under management are represented by the value of cash securities and other economic exposures, and are calculated on a gross notional basis. Advisory services referenced herein are available in the US only through INA.
The views herein represent the opinions of Insight and are subject to change based on subsequent developments. They are not intended as investment advice or to predict or depict the performance of any investment. The material contained herein is not intended to provide, and should not be relied on for, investment, accounting or legal tax advice. Further, this material does not constitute a recommendation to buy, sell or hold any security. No offer or solicitation for the sale of any security or financial instrument is made hereby.