INSIGHTS

Insight Investment senior portfolio manager Harvey Bradley takes an opportunistic and active approach to fixed income and makes the case for global exposure.

Direct-to-client (DTC) health platforms and personalized compounded treatments may become standard practice in the rapidly evolving obesity treatment market. Walter Scott investment analyst Dr Oriana Beaumont believes that Novo Nordisk’s recent changes will help position them to effectively compete in this exciting and vast market.

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.

At $30 trillion outstanding, on its way to $52 trillion over the next decade, the U.S. Treasury market is the deepest, most liquid government bond market in the world.

In this video, Walter Scott client investment manager George Dent uses Google as a case study to highlight the potential profitability issues facing companies that run artificial intelligence (AI)-driven search functions.

In this video, BNY Investments Newton global income portfolio manager, Jon Bell discusses some of the reasons for overweighting healthcare despite the sector’s recent challenges.

In this video, BNY Investments Newton global income portfolio manager, Jon Bell assesses whether artificial intelligence (AI) is a bubble and outlines some potential ways to diversify exposure to the large tech players in the space.

In this video, Walter Scott client investment manager Murdo MacLean considers Novo Nordisk’s recent challenges and touches on what the future could look like for the Danish pharma giant.

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