April 2024
Perspectives from a leading fixed income specialist
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In focus
Global credit: Capturing opportunity and value
With yields in credit markets close to multi-year highs, the economic and corporate backdrop should provide ample opportunity for investors to capture value in global credit.
Fixed Income Outlook
Insight's quarterly fixed income review and outlook | April 2024
In this webinar taking place on 30 April at 10am BST, Jessica Shuman, senior investment specialist, will review key events and trends in fixed income markets during the first quarter and outline our investment strategy and outlook looking ahead.
April LaRusse speaks to BBC’s Wake Up To Money
“We’re looking at the UK economy and we’re seeing some areas of slight improvement but it’s too early to declare victory on the economic recovery,” said Insight’s?April LaRusse, head of investment specialists, in an interview on?BBC’s Wake Up To Money. “Headline inflation data is starting to come down, which is helpful, but financial markets look at the UK economy and put it in the same category as Europe.”
Opinion: Why We’re in a New ‘Golden Age’ for Active Bond Investors
David Leduc, Insight's chief executive officer, North America speaks to Barron's on why we believe now is the time to go active in fixed income.
Read the article here (subscription required)
Scaling the risk spectrum
“Yields are at a level we haven’t seen since the global financial crisis, and we believe higher yields create a positively skewed asymmetric return profile for fixed income,” said Insight’s Adam Whiteley, head of global credit. "Credit in particular is an increasingly attractive prospect for global investors, offering attractive yields and low default risk across global markets. Investors could see good returns in something as tame as investment grade corporate bonds," he added.
Quarterly Fixed Income Outlook - Q2 2024
Insight's outlook across major economies and asset classes.
领英推荐
Fixed Income Investment Strategy
Strategic credit: expanding the universe beyond corporate
Insight's Claire Bews outlines why we believe an opportunity now exists for many UK pension schemes to enhance their strategic credit proposition by reallocating some of their corporate credit allocation to other fixed income assets.
Secured finance: Achieving liquidity from illiquid assets
Considered expert investment in secured finance can provide natural liquidity to investors, generating the cashflows they need, when they need them.
The case for global short-dated high yield
We outline the potential benefits of a global, short-dated approach to high yield credit.
Systematic fixed income
Many investors are seeking to time an entry into high yield by waiting for spreads to widen. In our view, credit spreads still offer more than sufficient compensation for default risks and absolute yields are compelling. Over the following three articles we evidence this by looking at the market experience of high yield debt since 2000. We also ask our portfolio managers Paul Benson and Manuel Hayes about their assessment of high yield valuations and the power of carry in current markets. Both assess the risk of defaults rising over the coming year.?
Implementing an EM debt impact strategy
What does impact mean to us and how can investors achieve that by investing in emerging market debt?
Capital at risk. For professional investors only.
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