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 2019Share
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 2019Share
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 2019Share
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 2018Share
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 2018Share
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.