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2018 will likely be a trickier year for credit investors than 2017.

Quarterly fixed income and currency review and outlook

Published date: January 2018

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After years of sustained global growth and buoyant asset prices, investors face a number of significant potential turning points in 2018. We share our thoughts on some of the major investment themes and the opportunities and challenges they present.

Thoughts for 2018

Published date: December 2017

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Our view on why global CLOs are re-emerging as a major structured credit market.

The resurgence of the global CLO opportunity

Published date: December 2017

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Cliff Corso describes the pressures faced by corporate pension funds in the US which are, on average, only 82% funded. Video interview on MarketWatch.

Here's how we got to a trillion-dollar pension crisis

Published date: December 2017

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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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Join our Q3 Fixed Income webinar of 2017 to hear an overview of key economic topics and investment themes.

Fixed Income Review and Outlook webinar: Q3 2017

Published date: November 2017

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This is an opportunity to hear from Matthew Merritt, Head of Multi-Asset Strategy Team, who will update you on our views about the evolving economic and market environment and outline how these developments are shaping your diversified growth.

Insight broad opportunities strategy review and outlook webinar: Q3 2017

Published date: November 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 third quarter of the year.

Emerging market review and outlook webinar: Q3 2017

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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Asia has transformed over the last twenty years, using the lessons of the crisis to reduce economic and financial vulnerabilities. As China moves to further liberalise its economy the region will face new hurdles, but it is more firmly positioned today than in the years before the crisis.

Twenty years on: how the Asian crisis created the foundations for today

Published date: August 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

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, Insight Investment International Limited, Cutwater Asset Management Corp., and Cutwater Investor Services corp. 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. 

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