EINBLICKE

Fixed Income gilt seit langem als Instrument zur Kapitalerhaltung, zur Absicherung von Verbindlichkeiten und zur vorhersehbaren Ertragsströme. In einer Zeit hoher absoluter Renditen und steilerer Renditekurven ist Insight Investment jedoch der Ansicht, dass die Anlageklasse einen neuen Blick verdient. In einem neuen Bericht argumentiert Insight, dass festverzinsliche Wertpapiere nicht nur zur Verteidigung dienen, sondern auch ein echter Motor für langfristiges Kapitalwachstum.

Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Institute.

Japan’s newly elected Prime Minister, Sanae Takaichi, is expected to pursue dovish fiscal and monetary policies, which could boost Japanese equities but pressure the yen.

A U.S. government shutdown began on October 1, 2025, with Republicans and Democrats at an impasse over a deal to keep the federal government funded. The closure could see around 750,000 workers furloughed and cost the U.S. economy billions of dollars. Markets do not appear to be discounting a lengthy shutdown, but it is a risk and adds to economic uncertainty.

In this video, Walter Scott client investment manager George Dent argues that despite their growing popularity, stablecoins are not likely to usurp traditional payment methods such as credit cards soon – especially when it comes to everyday retail payments.

Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.