FEATURED
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2026 Q4
Welcome to the Quarterly Investment Outlook. Formerly published as Vantage Point, the Quarterly Investment Outlook brings you the same forward-looking perspectives and investment insights in a more concise, easier-to-read format.
REPORT | MARKETS & ECONOMY
Powerful structural forces – AI‑driven innovation, infrastructure transformation, and shifting credit dynamics – are reshaping today’s investment landscape. We think investors require a more deliberate, adaptive approach to portfolio construction.
REPORT | MARKETS & ECONOMY
Our 10-Year Capital Market Assumptions look beyond cyclical fluctuations and focus on the structural forces poised to influence the decade ahead.
Article |
Macroeconomic
A sharp repricing has pushed 10-year U.S. Treasury yields to around 5.30% following the Federal Reserve's (Fed) 25 basis point (bp) hike in September, with real yields doing the heavy lifting.
Article |
Equities
Persistent inflation and rising infrastructure demand are reshaping portfolios. We explore how global infrastructure may support income, diversification and long-term growth.
Article |
Macroeconomic
Explore how an absolute-return approach may offer flexibility as persistent inflation challenges traditional portfolio assumptions and reshapes opportunities across markets.
Article |
Equities
Value equities have historically shown resiliency during higher inflationary periods versus their growth counterparts. With inflation remaining elevated, we believe that value opportunities continue to be a compelling option for portfolio diversification and potential stability.
INSIDE THE FUND MANAGER'S HEAD
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REPORTS
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Videos |
Fixed Income
Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.
VIDEOS
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Videos |
Fixed Income
Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.