Recent thinking

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We still hold a cautious view on US and European rates markets where our outright duration bias is close to neutral. Catch up on our monthly fixed income views.

Monthly fixed income snapshot desk views

Published date: May 2019

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We have developed a new climate risk model to help investors better understand the risks and opportunities that climate change
introduces to their corporate bond portfolios.

A new climate risk model for corporate debt

Published date: May 2019

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Insight believes it could be time for corporate treasurers to seriously consider allowing assets like structured credit to play a greater role in cash management.

Cash value: ultra-short duration portfolios can aim to help solve treasurers' cash conundrum

Published date: May 2019

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Join Portfolio Manager, Oliver Williams, as he reviews recent developments within emerging market debt and offers an outlook for the asset class.

Webinar: Emerging market review and outlook

Published date: May 2019

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Structured credit may be a rare thing: a defensive source of yield in a low interest rate world.

A Structured Credit Primer

Published date: April 2019

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The US Treasury curve shifted lower in Q1, with 2-year Treasury yields falling by 23bp, 10-year yields falling by 28bp and 30-year yields falling by 20bp.

Quarterly fixed income and currency review and outlook

Published date: April 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: April 2019

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This is an opportunity to hear from Matt 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.

Webinar: Insight broad opportunities strategy review and outlook

Published date: April 2019

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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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Join Senior Portfolio Manager, Bonnie Abdul Aziz, as she reviews recent developments within fixed income and offers her outlook for the asset class.

Webinar: Fixed income review and outlook

Published date: April 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

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.