Adam Whiteley
Time to Read: 4:35 mins
What really drives returns in equities vs fixed income? Watch as Insight Investment explains the key differences – and how their fixed income strategy adapts to changing market drivers.
3097850 Exp : 31 December 2026
Technology valuations have meaningfully declined over the past year, but the sector continues to stand out for its strong earnings growth and relative resilience. While near-term uncertainty remains, tech still appears well positioned as a key driver of broader market growth.
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.
Recent jobless claims data point to a resilient U.S. labor market, with both initial and continuing claims remaining low and signaling that unemployment is still contained. Although job growth has softened and remains subdued, March’s job growth of 178,000, the highest since 2024, is encouraging. Our constructive outlook still holds despite continued uncertainty related to the war in the Middle East.
Murdo MacLean shares Walter Scott’s perspective on three headwinds facing equity markets.
This is a marketing communication