Recent thinking

Contact Us*

links

We invite you to join our portfolio manager Robert Simpson as he reviews recent developments within emerging market debt and offers his outlook for the asset class.

Webinar: Emerging market review and outlook

Published date: October 2018

links

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

links

Are developed-market bond yields ready to break out of recent ranges? Catch up on our monthly fixed income views.

Fixed income snapshot desk views: a neutral perspective across global credit markets

Published date: October 2018

links

Historically, fixed income investors have been less focused on corporate engagement than equity investors. At Insight, we believe that fixed income investors have a responsibility to engage with companies. This document looks at how Insight conducts proprietary environmental, social and governance (ESG) research that supports direct engagement with companies.

Responsible investment in practice

Published date: September 2018

links

This paper explains the potential benefits of the asset class, the different ways in which investors typically gain exposure to farmland, what we believe to be the best way to invest in the asset class and ways to address the real or perceived challenges of farmland investment.

Farmland: helping you navigate the investment universe in this nascent asset class

Published date: September 2018

links

Should high yield investors worry about the BBB overhang?

High yield investing

Published date: September 2018

links

Embracing a more benchmark-agnositic approach has the potential to help investors maximize their returns from credit, through income-focused and total return credit strategies. 

The fix for fixed income

Published date: August 2018

links

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

Mapping markets: review and outlook

Published date: August 2018

links

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.

Webinar: Insight broad opportunities strategy review and outlook

Published date: July 2018

links

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: July 2018

links

The market is currently pricing in three hikes over the next 2.5 years, which is broadly in line with our forecast.

Quarterly fixed income and currency review and outlook

Published date: July 2018

links

In this 15 minute discussion, our Senior Market Strategist David Jamieson will discuss interest rates, inflation, z-spreads, real yields and other news.

Webinar: LDI review and outlook

Published date: July 2018

links

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

Webinar: Fixed income review and outlook webinar

Published date: July 2018

links

Emerging market debt (EMD) has endured a challenging year-to-date, leading investors to question whether this is merely a correction following a strong two-year performance spell, or the start of something bigger. We believe technical factors have driven the sell-off, and that emerging markets remain fundamentally sound – meaning now is a good time to consider adding exposure.

Emerging market debt: putting this sell-off into context

Published date: July 2018

*Please read important information about Insight's data collection policies HERE before sharing your personal information with us on email.