Insight Investment North America

Investment grade corporate bond demand has outpaced almost all other asset classes this year, even as new issuance has been strong. We think this bodes well for investors looking to invest in bond markets and benefit from falling interest rates. Read our latest paper: https://bit.ly/3N6Y1rC

The Federal Reserve cut rates by more than expected at its last meeting. Does that mean it is time to declare victory on inflation? Read our most recent Instant Insights here: https://bit.ly/4emvmLm

Investment grade corporate bond fundamentals look robust to us, as indicated by credit metrics like EBITDA margins, interest coverage ratios and net leverage. We believe this bodes well for investors looking to take advantage of the highest yields in over a decade. Read our latest paper: https://bit.ly/3N6Y1rC

What impact will the start of the Federal Reserve's rate cutting cycle have on fixed income asset values? Find out more in our assessment of the Fed's first cut in the cycle. We explore also what drove the cut, how the dot plot compares to market expectations of cuts and the likely impact on fixed income values. Read more here: https://bit.ly/4emvmLm

We are looking forward to the Markets Group 11th Annual Texas Institutional Forum where Insight Investment North America’s Scott Zaleski will be presenting on credit’s growing portfolio utility & importance. Hope to see you there!

We see no signs of investor demand for corporate bonds abating. Although credit spreads are relatively tight, we believe it is the yield levels that make the asset class attractive. Read more here: https://bit.ly/3N6Y1rC

Making 200 sandwiches in record time for Crossroads Community Services NYC. Well done to our volunteers helping make a difference for those who need it the most.

Take a look at our latest Insight Perspectives newsletter in which we share a selection of our recent publications. Subscribe to make sure you don't miss out on our next newsletter.

Stewart Foley, founding and managing partner of InsuranceAUM discusses the game-changing power of systematic fixed income with Paul Benson, Head of Systematic Fixed Income at Insight Investment. Listen here: https://bit.ly/4dkbuXZ

“We love the high yield space. From the public markets side, it is the most beautifully inefficient market and inefficiency is where investors can look for opportunities to exploit,” said Insight’s Paul Benson, Head of Systematic Fixed Income, speaking on CNBC’s Squawk Box Asia. “Most market participants would say spreads are tight. But spreads are tight for a reason. The economy is facing some downside risk but it is controllable and these spreads are compensating for default risk and liquidity risk. Both of these have come down and are meaningfully lower than participants expect.” Read more here: https://cnb.cx/3MP9ADA