Recent thinking

Contact Us*

Call our team on +44 20 7321 1376

or email Insurance Team

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: November 2018

links

A recent fear for high yield investors has been the prospect of normalising interest rate policy in developed markets. We outline the value of a flexible approach to high yield investment and the various strategies that can be undertaken to protect against rising interest rates.

High yield: managing rising rates through short dated high yield

Published date: November 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: November 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: October 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: October 2018

links

Fixed income investors are sharpening their focus on the sustainability risks of individual countries. We believe investing effectively in sovereign debt requires analysis of environmental, social and governance (ESG) matters. We complement our research with a proprietary model to help us better understand country ESG risks across our bond portfolios.

Introducing Insight's country sustainability risk model

Published date: October 2018

links

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: October 2018

links

In this short film we share key aspects of our differentiated approach to responsible investment.

Video: Insight’s approach to responsible investment

Published date: October 2018

links

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: October 2018

links

How will the potential slowdown in China impact global credit markets?

Fixed income snapshot desk views: diverging economic growth outlooks in credit markets

Published date: October 2018

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

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

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