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An unstable equilibrium

The global economy is balancing on an unstable equilibrium. Are you prepared for the shift when it comes?
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Smart strategies for outperformance in fixed income

We outline the greater potential for active managers to add value in fixed income.
Read more
Bonds beyond borders

In our view, an increasingly fragmented global economy means fixed income opportunities are no longer moving in lockstep.
Read more
Stanza: follow the rhythm of financial markets

Insight's CEO, Raman Srivastava, introduces the purpose behind Stanza and what makes Insight unique.
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Global Perspectives

Fixed income

An unstable equilibrium

The global economy has entered what increasingly looks like an unstable equilibrium – a delicate balance between powerful tailwinds and equally powerful risks.

AI‑driven investment is accelerating growth and supporting market confidence, yet debt dynamics, policy uncertainty, and shifting global capital flows are stretching the system in new and unpredictable ways.

Are you prepared for the shift when it comes?

19 Feb 2026 1 min read

Fixed income

Smart strategies for outperformance in fixed income

Many investors assume that active managers rarely outperform their benchmarks and often extend this belief across all asset classes.

Decades of research support this view in equities, where market efficiency and transparency make it harder for active strategies to add value. But fixed income is different. We outline the greater potential for active managers to add value in fixed income.

11 Feb 2026 1 min read

Global macro

Bonds beyond borders

In our view, an increasingly fragmented global economy means fixed income opportunities are no longer moving in lockstep. We believe a global approach can help investors reduce concentration risk, improve portfolio resilience and unlock a broader range of return drivers across rates, credit and currencies.

24 Feb 2026 1 min read

Global macro

AI governance

For investors, appreciating the scale and complexity of the AI ecosystem is critical since entities can be exposed to different layers which carry different types of financial risks and their associated dependencies.

24 Mar 2026 1 min read

Market viewpoints

April 2026

Risk of Bank of England hikes grows

The Bank of England’s hawkish messaging reflects growing concern that sticky inflation and potential supply side pressures – such as energy prices – could force rate hikes, even as risks to growth rise. We have positioned UK rates portfolios to benefit from potential curve flattening should policy expectations shift in this direction.

Harvey Bradley Co-Head of Global Rates Investment
Japan appears to be set for a stagflationary shock

Japan continues to chart its own course as elevated inflation, growth at or above trend, and upward pressure on wages and inflation are all suggesting that the Bank of Japan will keep tightening monetary policy. However, Japan is particularly exposed to higher oil prices and, in our opinion, is set to receive a particularly large stagflationary shock. We favour tactically positioning for curve flattening in Japanese rates – but remain cognisant of the potential for dynamics to shift.

Jill Hirzel Senior Investment Specialist
We believe there is value in some emerging markets after the energy price shock

In emerging markets, local currency rates have generally underperformed as higher energy prices and elevated geopolitical risk have driven volatility in local currencies and pushed investors towards the US dollar and hard currency assets. We favour rates exposure in local markets that we believe are relatively robust, such as Poland and Czechia. We are also following Peru, Colombia and Brazil closely for opportunities in their local markets on the back of Presidential elections in the coming months.

Federico Garcia Zamora Head of EMD Macro Strategies