INSIGHTS

Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Checkpoints delivers detailed views on major asset classes, including global equities, fixed income and real assets.

Leaders rotate in and out. No single fixed income sector consistently dominates performance over time, and strong performance in one sector rarely carries over from one year to the next. For example, U.S. Treasury bills led in 2018 and 2022 but are one of the weakest performers year-to-date.

Cathy Braganza, senior portfolio manager at Insight Investment, explains why tightening spreads with high yields create a potentially attractive risk-return balance for credit investors.

UK Chancellor Rachel Reeves has delivered a highly anticipated Autumn Budget against a backdrop of intense public and market scrutiny. Significant tax rises were announced but fiscal tightening is mostly pushed to a few years down the line, says BNY Investment Institute head of economic research, Sebastian Vismara.

In this video, Fabien Collado, portfolio manager of the Responsible Horizons Euro Corporate Bond strategy, shares his thoughts on the evolution of labelled bonds in Europe and explains why robust due diligence is integral to spotting and validating opportunities

In this video, Walter Scott client investment manager George Dent uses Google as a case study to highlight the potential profitability issues facing companies that run artificial intelligence (AI)-driven search functions.

BNY Investments Newton FutureLegacy portfolio manager, Paul Byrne discusses how multi-dimensional research and an active, dynamic approach to portfolio management helps deliver diversification and manage volatility within target managed bands.

In this video, BNY Investments Newton global income portfolio manager, Jon Bell discusses some of the reasons for overweighting healthcare despite the sector’s recent challenges.

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