INSIGHTS

Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Checkpoints delivers detailed views on major asset classes, including global equities, fixed income and real assets.

Volatility has picked up as the conflict in the Middle East enters its second month. Higher oil prices are increasing inflation uncertainty and raising questions about global growth.

Three years on from the launch of the Responsible Horizons EM Debt Impact Fund, portfolio managers Rodica Glavan and Fabien Collado answer questions about the Fund’s approach and what it offers to investors.

AI, resilient trade and a weaker dollar are turning heads towards the countries driving global growth. Emerging economies haven’t looked this promising in years.

Murdo MacLean shares Walter Scott’s perspective on three headwinds facing equity markets.

Walter Scott identifies quality companies using three key factors. Client investment manager Murdo MacLean explains why each matters.

Tech’s shine is fading, making way for differentiated portfolios to flourish, says BNY Investments Newton global equity income portfolio manager, Jon Bell.

Walter Scott has been taking a close look at software companies. Client investment manager George Dent explains why.

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