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Balanced forces, remaining uncertainty

Balanced forces, remaining uncertainty

05 February 2026 Fixed income, Video

Adrian Grey, Global Chief Investment Officer

Key takeaways:

  • Insight continues to see strong client‑driven growth supported by diversified global revenues and expanding capabilities.
  • Market volatility in 2025 proved temporary, with steady global growth, benign inflation, and mixed but generally strong investment performance across most asset classes.
  • The macro backdrop remains broadly stable, but risks, including tariffs, AI‑related investment imbalances, and stretched risk‑asset valuations, suggest an unstable equilibrium ahead.
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