Our thinking

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.

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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.

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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.

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Published date: October 2019

Monthly fixed income snapshot desk views

How can investors navigate a global economy experiencing slowing growth and a US/China trade war?

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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.

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Global macro research: trade wars

Published date: September 2019

Global macro research: trade wars

The economic impact of tariffs appears to have exceeded their direct financial impact.

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Most read

Global macro research

Published date: August 2019

Global macro research

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Is it time to back the American consumer?

Published date: October 2019

Is it time to back the American consumer?

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Monthly fixed income snapshot desk views

Published date: October 2019

Monthly fixed income snapshot desk views

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Secured finance as a mitigating strategy for BBB corporate credit risk

Published date: July 2019

Secured finance as a mitigating strategy for BBB corporate credit risk

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Interregnum

Published date: July 2019

Interregnum

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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.