NEWS & INSIGHTS

Tension in the Middle East is thrusting energy security to the forefront of sovereign risk, alongside growth and debt. We examine the fault lines in global energy, food and water systems — and the potential implications for sovereigns and companies.

A surge in energy prices pushed the latest U.S. Consumer Price Index (CPI) reading above forecasts, reinforcing the case that inflation could remain higher for longer. Higher energy prices have also increased market volatility and uncertainty around the path of interest rates.

Insight Investment sees resilience in the global short-dated high yield bond market. Here’s why.

Artificial Intelligence (AI) is reshaping markets. While optimism around AI’s potential continues to grow, many investors remain cautious about the disruptions it may bring to the investment universe.

Walter Scott’s John Rae assesses outsourced drugs manufacturer Lonza’s role in the healthcare ecosystem.

Walter Scott’s John Rae outlines why the long-term case for food company Compass Group remains strong despite recent AI-driven market fears.

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

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