VISION360
Opinion, views and insights from our investment experts
High yield companies are giving their investment grade “big brothers” a run for their money in terms of size and yield, says Insight Investment senior portfolio manager Ulrich Gerhard.
Navigating today’s uncertain investing environment requires an understanding of the forces shaping markets. This first report in our three-part series explores the macroeconomic landscape and central bank backdrop, setting the stage for actionable insights across fixed income and equity markets in the second and third reports.
Europe is taking control of its own destiny, says Newton1 portfolio manager Tom Wilson. This shift makes Europe a “genuinely fascinating” region for exploring investment opportunities, he adds, particularly in small cap companies.
FIXED INCOME
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as a diversifier of risk or to deliver on responsible investing objectives.
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Doc ID: 2537900 Exp: 31 October 2025