Higher yields in global credit present opportunities for those that wouldn’t traditionally invest in the asset class. Portfolio manager Shaun Casey talks through the outlook for the asset class and where best value can be found. Click here to find out more: https://bit.ly/46e0rgT Capital at risk. For professional investors only.
About us
Insight Investment is a leading global asset manager, responsible for assets under management across liability driven investment (LDI), cashflow-driven investing (CDI) and longevity hedging, currency management, fixed income, absolute return, multi-asset and specialist investment strategies. Insight's mission is to offer investors a different approach to achieving their investment goals; one that prioritises the certainty of meeting their chosen objectives in contrast to the traditional focus on maximising return and minimising volatility. Read our mission statement here: www.insightinvestment.com/uk/introducing-insight/our-mission-statement/ Our approach is underpinned by the belief that environmental, social and governance (ESG) issues are important drivers of investment value. We believe in integrating ESG issues into relevant investment processes and that dialogue with issuers and other stakeholders supports better investment decision making. We were a founding signatory to the UN-supported Principles for Responsible Investment (PRI) in 2006. With locations across the globe, our clients include pensions funds, corporates, local authorities, insurers, sovereign wealth funds, wealth managers, financial institutions and private individuals. For more on Insight’s approach to responsible investment, visit www.insightinvestment.com/ri Posts are intended for UK/EU PROFESSIONAL CLIENTS ONLY.
- Website
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http://www.insightinvestment.com/
External link for Insight Investment
- Industry
- Investment Management
- Company size
- 501-1,000 employees
- Headquarters
- London
- Type
- Privately Held
- Specialties
- Investment, Asset Management, Liability driven investment, Fixed Income, Absolute return, Risk Management, and Multi-asset investing
Locations
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Primary
160 Queen Victoria Street
London, EC4V 4LA, GB
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7th Floor, 200 Park Avenue
New York, New York NY 10166, US
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Pareto Australia Pty Limited
Level 6, 7 Macquarie Place
Sydney, Sydney NSW 2000, AU
Employees at Insight Investment
Updates
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Yield is back. The absolute level of yields available in global investment grade credit has returned to pre-global financial crisis levels. Read our analysis of the opportunities and the risks that credit managers navigate in today's global credit markets: https://bit.ly/3vITE0Z Capital at risk. For professional investors only.
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Traditional currency hedging trades risk for cashflow volatility. A dynamic approach attempts to solve these problems in three ways: efficient cashflow management, the potential to generate returns and increased diversification. Read why in our paper: https://bit.ly/3V7e7EJ Capital at risk. For professional investors only.
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Jonathan Crone, Portfolio Manager said: “The next big catalyst for stocks will come in the form of the Q2 earnings season. Expectations are for growth of +8.6% year-on-year in headline S&P 500 EPS, which would mark a sequential improvement from last quarter’s growth rate of +6%. In this week’s chart we highlight that expectations are for a broadening out in contribution from sectors. It is anticipated that earnings from tech-heavy sectors will moderate slightly from the lofty levels seen in the past few quarters, but that some of the negative drag from cyclical sectors will pick up the slack.” Click here to view our chart of the week: https://bit.ly/4b9z354 Capital at risk. For professional investors only.
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Forced selling in volatile markets is a key risk for cashflow-negative pension funds. Watch Hannah Ní Riain FIA of Insight make the case for a judicious mix of fixed income assets to reduce this risk for LGPS funds. This approach also offers the benefit of increase certainty and transparency in paying pensions. For more information on how LGPS funds can protect their surplus, click here: https://bit.ly/3RTZi8m Capital at risk. For professional investors only.
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A £1bn DB scheme could generate a surplus of £116m over 10 years if invested in gilts and investment grade corporate bonds. This is the projected surplus Insight calculates based on default rates consistent with historical median levels. Read more on how DB schemes could safely grow scheme surpluses here: https://bit.ly/4bACB0d Capital at risk. For professional investors only.
A brief guide to investing for surplus release
insightinvestment.com
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Our Global Macro Research hub holds Insight’s long-term thinking on markets and investing for clients and consultants. The hub provides an easily accessible library of papers that can be bookmarked for future reference using this link: https://bit.ly/3UtAndn Capital at risk. For professional investors only.
Global macro research hub
insightinvestment.com
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US municipal bonds offer a comparable yield to investment grade corporate bonds, but better credit quality and a lower default experience. Learn more about these differences here: https://bit.ly/4cDCtxD Capital at risk. For professional investors only.
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Some credit yields are now in excess of typical discount rates used by LGPS funds to value liabilities. April LaRusse of Insight makes the case for why now is a good time to lock in those yields. Among the benefits are greater certainty of outcome and a positive outlook for credit. For more information on how LGPS funds can protect their surplus, click here: https://bit.ly/3RTZi8m Capital at risk. For professional investors only.
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Which offers better relative value: global corporate bonds or global credit? The latter currently looks appealing as the yield spread of global corporates over credit has narrowed towards the lower end of its historical range. Learn more about the advantages of global credit here: https://bit.ly/3W1tmS2 Capital at risk. For professional investors only.
The advantages of global credit over global corporates
insightinvestment.com