Recent thinking

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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. 

US pension market: a statistical and qualitative review of Q1 2019 and investment outlook

Published date: April 2019

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In rates markets we expect no hikes in the US over the next 12 months. Economic data, particularly manufacturing indicators, are of increasing concern in Europe. The outlook for the UK surrounding Brexit remains uncertain and Japanese yields will likely be held back by global challenges.

Monthly fixed income snapshot desk views

Published date: March 2019

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Discover the latest insights from our investment professionals as they plot a course through global investment markets.

Mapping markets: review and outlook

Published date: February 2019

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Markets have diverged from the economic outlook, apparently pricing in a more pessimistic outlook than economic forecasters’ projections.

Quarterly fixed income and currency review and outlook

Published date: January 2019

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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 Q4 2018 and outlook

Published date: January 2019

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Fixed income investors are sharpening their focus on countries' sustainability risks. We believe effective sovereign debt investment requires in-depth analysis of ESG matters, and our proprietary model aims to help us better understand ESG risks at the country level across our portfolios.

Sovereigns and sustainability

Published date: January 2019

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After a difficult year for most asset classes, with a backdrop of rising US bond yields and escalating tensions over global trade, we share our thoughts on some of the major issues for investors as we move into 2019.

Thoughts for 2019

Published date: December 2018

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Insight was delighted to welcome investment consultants on 27 September 2018 to discuss its approach to fixed income and environmental, social and governance (ESG) issues. Here we offer highlights of the discussion, alongside selected questions and answers from the day.

Fixed income and ESG consultant roundtable

Published date: December 2018

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In this short film we share key aspects of our differentiated approach to responsible investment.

Video: Insight’s approach to responsible investment

Published date: November 2018

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Should high yield investors worry about the BBB overhang?

High yield investing

Published date: October 2018

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Insight believes that bridge lending can offer higher credit quality exposure than private debt markets (such as middle-market lending) and stronger structural protections than traditional corporate bonds.

A bridge to higher quality private debt

Published date: October 2018

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With valuations across bond and equity markets now stretched, investors are looking for different ways to generate returns.

Alternatives to hedge funds in the liquid alternative space

Published date: October 2018

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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.

US pension market: Review of trends in US pension and financial markets in Q3 2018 and outlook

Published date: October 2018

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Should investors be worried about global inflation? We examine the short and long-term factors currently impacting inflation data.

Inflation outlook focus: global inflation

Published date: September 2018

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.