Our thinking

Published date: October 2019

Monthly fixed income snapshot desk views

There are a number of potential shocks which still present risks to global credit markets, but we think there is some upside potential in emerging market local rates.

Read now

Published date: October 2019

Insight ESG fixed income ratings – corporate methodology summary

Insight’s proprietary ESG ratings for corporate debt adapt third-party data to generate an ESG rating and momentum signal for a wide range of entities.

Read now

US pension market: a statistical and qualitative review of Q3 2019 and investment outlook

Published date: October 2019

US pension market: a statistical and qualitative review of Q3 2019 and investment outlook

With 30-year Treasury yields falling to all-time lows, we scenario test the impact on pension funded status.

Read now

Is it time to back the American consumer?

Published date: October 2019

Is it time to back the American consumer?

Investors may be overexposed to corporate risk and underexposed to consumer risks.

Read now

Global macro research: Brexit - talking trade

Published date: October 2019

Global macro research: Brexit - talking trade

An interview with a Director of the UK Trade Policy Project - David Henig.

Read now

Global macro research: brexit update

Published date: September 2019

Global macro research: brexit update

The path to the end of 2019 and beyond could take many turns.

Read now

Most read

Global macro research

Published date: August 2019

Global macro research

Read now

US pension market: a statistical and qualitative review of Q3 2019 and investment outlook

Published date: October 2019

US pension market: a statistical and qualitative review of Q3 2019 and investment outlook

Read now

Is it time to back the American consumer?

Published date: October 2019

Is it time to back the American consumer?

Read now

Monthly fixed income snapshot desk views

Published date: October 2019

Monthly fixed income snapshot desk views

Read now

Interregnum

Published date: July 2019

Interregnum

Read now

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.