INSIGHTS

A responsible approach to European corporate bonds could offer investors an attractive combination of appealing returns and alignment with responsible investment expectations. Fabien Collado, portfolio manager of the Responsible Horizons Euro Corporate Bond strategy, explains why.

Fixed income was challenged in 2022 due to inflation and rising rates, causing historic losses. But Insight Investment head of global credit, Adam Whiteley believes current high bond yields offer strong compound return potential, especially for active managers.

As part of a new report “Global Credit: Uncovering opportunity and capturing value”, Insight Investment outlines why the time is now to harness value opportunities in credit markets.

Uncertainty around tariffs, inflation and interest rates has been looming for months. Meanwhile, the Federal Reserve (the Fed) left rates unchanged at its July meeting, to the surprise of market observers. So, the question remains — what’s the Fed’s next move? The BNY Investment Institute considers the factors influencing the central bank's path ahead.

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.

In this video, Walter Scott client investment manager George Dent argues that despite their growing popularity, stablecoins are not likely to usurp traditional payment methods such as credit cards soon – especially when it comes to everyday retail payments.

In this video, Walter Scott client investment manager Murdo MacLean reflects on a volatile period for global equity markets and outlines why he believes diversification and valuations matter.

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