INSIGHTS

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

Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Institute.

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.

Fixed income has long been regarded as a tool for capital preservation, liability hedging and predictable income streams. But in an era of elevated absolute yields and steeper yield curves, Insight Investment believes the asset class merits a fresh look. In a new report, Insight argues fixed income is not just for defence, but also a genuine engine of long-term capital growth.

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, BNY Investments Newton head of mixed assets investment, Paul Flood comments on the direction of bond yields over the past three to six months and the nuance between the US and UK yield curves.

BNY Investments Newton head of mixed assets investment, Paul Flood explains how the team is addressing the risks around strong equity market performance and the high gold price.

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