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
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.
Although companies benefiting most directly from AI-related capital spending are the main drivers of higher earnings, strength is no longer confined to that group. Earnings across the broader market remain solid and are expected to grow more than 10% this year and next, suggesting the risk of concentrated market leadership may not be founded.
After sluggish job growth in 2025, investors are looking for signs that the labor market may be stabilizing. With consumer spending driving 70% of economic activity, an improving labor market is essential to sustaining economic growth.
Insight Investment sees resilience in the global short-dated high yield bond market. Here’s why.
This is a marketing communication