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57% of US asset owners expect to increase their roster of managers, contrasting with 20% who indicated that they intended to work with fewer in the future. This was one of the key findings from our 2017 survey of more than 260 senior US asset owners.

The US market is ripe for disruption from multi-asset investing

Published date: November 2017

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From a government bond market perspective we have modest outright short duration exposure to the US and Europe. From a strategic perspective, however, we see cross-market relative value trades as offering the most value..

Fixed income snapshot: desk views

Published date: October 2017

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In our latest quarterly report, our experts offer their views on the trends and prospects for global fixed income and currency markets - covering assets including government bonds, credit, emerging market debt, loans, asset-backed securities and currency.

Quarterly fixed income and currency review and outlook

Published date: October 2017

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While the emerging market debt universe has evolved beyond recognition over the last two decades, the way that investors approach the asset class has been slower to evolve. It is time for investors to look beyond constrained benchmarks and toward a total return approach.

The next phase in the evolution of emerging market debt investing

Published date: October 2017

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Some people might associate cashflow-driven investing (CDI), which a uses fixed income asset portfolio to match liability cash flows, with investors who are willing to accept relatively modest returns in order to eliminate risk wherever possible. But a custom CDI approach can also be an appropriate strategy for liquidity-sensitive investors, like pension plans, who are targeting strong asset returns.

Cashflow-driven investing for growth?

Published date: October 2017

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Normalization of monetary policy in developed markets is often cited as a risk to emerging market investment, but a stronger global economic backdrop and lower vulnerability in key markets should mitigate some of these risks.

Emerging markets: positioning for normal

Published date: September 2017

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In this 15 minute session, Colm McDonagh, our Head of Emerging Market Debt will discuss what has happened to emerging market classes over the second quarter of the year.

Emerging market review and outlook : Q2 2017

Published date: July 2017

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US auto loan markets have attracted recent attention due to rising delinquencies. However, we believe there is little potential for systemic risk in the structured credit and private lending markets, and we expect market weakness to be contained.

US subprime auto loans: systemic risk or contained weakness?

Published date: June 2017

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In a step towards de-risking their retirement plans, many institutions are increasing their allocations to long duration fixed income. Active strategies are most prevalent but many investors are looking for other ways to access the market for a variety of reasons. As a complement to our strong active credit capability, Insight’s buy and maintain approach could provide you with a compelling alternative to enhance your long duration fixed income strategy.

Buy and Maintain: a cost-effective alternative approach to access long duration credit

Published date: June 2017

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Brexit and Trump are just the beginning. Real radical change will unfold over the next decade.

Global geopolitics: uncertainty & disruption

Published date: May 2017

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It has been a year of surprises. It is common to refer to uncertainty in the markets, but the unexpected developments of 2016 – such as the result of the UK referendum on European Union membership and the election of Donald Trump as US president – highlighted again how difficult it is to make forecasts with any accuracy....

Annual report on responsible investment 2016

Published date: March 2017

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On 28 March 2017, President Trump signed the Energy Independence Policy Executive Order that directed the US Environmental Protection Agency to roll back some elements of President Obama’s Clean Power Plan (CPP).

What does president Trump's energy independence policy mean for investors?

Published date: March 2017

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The starting point of any outcome-oriented approach to investment is a precise definition of the investment objective.

Insight on multi-asset

Published date: March 2017

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2016 may be remembered as a landmark year for political event risks. As populist politics gains momentum across the globe, attention is increasingly shifting towards the general elections in France, Germany and the Netherlands in 2017.

The establishment strikes back?

Published date: February 2017

Insight is the corporate brand for certain companies operated by Insight Investment Management Limited (IIML). Insight includes, amongst others, Insight Investment Management (Global) Limited (IIMG), Pareto Investment Management Limited (PIML), Cutwater Asset Management Corp (CAMC), Cutwater Investor Services Corp (CISC) and Insight North America LLC (INA), each of which provides asset management services.  

INA, CISC and CAMC are investment advisers registered with the Securities and Exchange Commission (SEC) each with its principal place of business at 200 Park Avenue, New York, NY, 10166. PIML is an investment adviser registered with the SEC and is authorised and regulated by the Financial Conduct Authority (no. 416024). Registered in England and Wales. Registered number: 03169281. Registered office: 160 Queen Victoria Street London EC4V 4LA, UK. INA, CISC and PIML are each also registered with the CFTC as a Commodity Trading Advisor and Commodity Pool Operator and each is a member of the National Futures Association (NFA). All entities are wholly owned subsidiaries of the Bank of New York Mellon Corporation.

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