Insight Investment’s Post

Our quarterly outlook covers our global and regional economic views, as well as our views on specific asset classes including investment grade and high yield debt, emerging market debt, secured finance, municipal bonds and currencies. Click here to find out more: https://bit.ly/3Y4q9R9 Capital at risk. For professional investors only.

Cash rates have peaked and are headed lower. But this bodes well for bond markets, where easing cycles have historically been positive environments. We outline the three ways that actively managed fixed income could generate returns in the years ahead and why we believe there is still time to extend from cash to bonds in our latest paper: https://bit.ly/3zrgf40 Capital at risk. For professional investors only.

At Insight, we nurture a collaborative culture: it encourages long-term thinking, rewards both individual excellence and team players, and reminds us to put our clients first. The key to our success is our people and the partnerships we build with clients. We will provide graduates with the chance to experience first-hand how Insight’s business works, whilst providing each individual with the opportunity to acquire a range of skills, maximise their strengths and realise their full potential. You will be provided with a comprehensive training programme and be supported in your first steps by a dedicated mentor. We give all our employees the opportunity to develop their careers in a rewarding and challenging environment and support our graduates in studying for applicable professional qualifications. We have positions available within the Investment, Distribution, Client Solutions and Technology teams. The deadline to apply is Friday 1st November 2024 and all schemes are for recent graduates who are available to start in September 2025. For more information about the available roles, and the application process, click here: https://lnkd.in/eu6XP_Yq #2025grads #grads #graduates

The world’s leading superpower will soon head to the polls to choose a new president. It is hard to remember a time of greater division, and the two candidates have very different approaches to the world’s problems. We look at how the next presidential term could impact the three most prominent geopolitical flashpoints in our latest paper: https://bit.ly/4dxoEBg Capital at risk. For professional investors only.

Will President Trump pursue the same foreign policy goals if elected for a second term in November? At the very least it will be reasonable to expect similar levels of unpredictability. To some degree this may be a deliberate policy to keep negotiating partners on the back foot. We look at how the next presidential term could impact the three most prominent geopolitical flashpoints in our latest paper: https://bit.ly/4dxoEBg Capital at risk. For professional investors only.

Big government has become psychologically embedded. Politicians, voters and even central banks have become used to spending money to counter problems, artificially boosting aggregate demand and preventing the natural role of capital markets in bringing periodic change. We outline why we believe the outlook for inflation has structurally deteriorated in our latest paper: https://bit.ly/3ZvPmXj Capital at risk. For professional investors only.

Macroeconomic or cyclical forces appear to have a strong influence on returns. This led us to build a simple, transparent framework to help us understand how different macro regimes can influence the behaviour of individual asset classes. Read more on our asset-allocation framework here: https://lnkd.in/g_KeDeUv Capital at risk. For professional investors only.

Christopher Broadley, portfolio manager, said: “Efforts to revive China’s economy are paying off, with monetary and fiscal stimulus powering Chinese equities to their second-best month of returns in five years in September. The equity market had been shunned by investors since the global reopening from Covid, with underperformance compounded by a major property slump. Questions remain around the long-term growth outlook, but these new measures have certainly bolstered this previously stumbling economy. Within our portfolios, we have positioned for further volatility, benefitting from outsized moves in either direction.” Click here to view our chart of the week: https://bit.ly/4b9z354 Capital at risk. For professional investors only.

Insight's Jos Vermeulen, head of solution design, outlines the potential for UK private sector DB pension schemes.   To read more, see our materials on the topic here: https://lnkd.in/eqaZdTUY   Capital at risk. For professional investors only.

We are proud to have been named Fixed Income and/or Credit Manager of the Year at the LAPF Investment Awards. Congratulations to the Insight teams, whose hard work was recognised, and to all the other winners. April LaRusse, Insight's head of investment specialists, picked up the award on the night. #LGPS #pensions #fixedincome #LAPF Capital at risk. For professional investors only.