INSIGHTS

Is there a way of accessing the attractive yield of global investment grade credit with lower volatility? This is a question that Insight Investment increasingly hears from risk-constrained investors as cash rates fall.

Despite elevated volatility and low spreads, attractive yields and strong inflows are supporting Europe’s corporate bonds, writes Insight Investment portfolio manager Fabien Collado. Here he outlines some of the opportunities and key market sectors offering investors the potential for diversification and selective value.

Sino-U.S. disagreements on export controls over technology and critical minerals are unlikely to morph into a full-blown trade conflict.

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.

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.

In this video, Insight Investment portfolio manager Fabien Collado outlines four sectors in the European credit market where he sees attractive value opportunities.

In this video, Insight Investment portfolio manager Fabien Collado assesses the euro corporate bond market, arguing why he believes it is in a ‘good place’.

In this video, Walter Scott client investment manager Murdo MacLean assesses Europe's shifting defence sector and why Walter Scott is underweight in this area.

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