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.

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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.

Register for the webinar

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.”

Listen to the show here

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.

Read the article with Citywire Wealth Manager here

Quarterly Fixed Income Outlook - Q2 2024

Insight's outlook across major economies and asset classes.

Read more here

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.

Watch the video now

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.

Read our article on secured finance

The case for global short-dated high yield

We outline the potential benefits of a global, short-dated approach to high yield credit.

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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.?

High yield: time in the market beats timing the market

High yield Q&A: Are spreads tight? Will defaults rise?

Fallen Angels Q&A: Taking opportunity from mispricing

Implementing an EM debt impact strategy

What does impact mean to us and how can investors achieve that by investing in emerging market debt?

Find out what impact means to us

Capital at risk. For professional investors only.

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