United Kingdom | Insight Investment | Insight Investment

We have won more than 150 major awards over the last 14 years with repeat wins at the Financial News Asset Management Awards, the Professional Pensions UK Pension Awards and the FT Pensions and Investment Provider Awards (FT PIPAs) among many others, spanning multiple categories. We are proud to be able to share some of our award successes with you here.

In high yield, defaults can negatively impact total returns. If a strategy can avoid defaults, the excess spread offered may be more attractive than for the market as a whole.

Secured finance spreads are at multiple year highs.

Portfolio Manager Shaun Casey discusses the regime shift that has occurred in fixed income markets and the potential opportunities that higher yields present for investors, especially those that wouldn’t traditionally invest in the asset class.

Gareth Colesmith, Head of Global Rates and Macro Research, outlines developments in the worlds geopolitical flashpoints and discusses how a victory for President Trump in US elections could impact the outlook.

Emily Tann, Solutions Designer, discusses how inflation impacts the value of defined benefit pension liabilities and the different ways that inflation can be hedged.

We discuss the evolution of currency markets and currency management over the last 30 years.

An interview with Cathy Braganza, senior portfolio manager at insight investment, on the topic of high yield bonds.

Our Head of Currency, Francesca Fornasari, outlines why now is good time to examine your currency hedging strategy and why a passive approach may result in performance drag relative to a dynamic hedge.

Annabel Jennings, ESG Solutions and Impact Specialist, discusses the opportunities for impact investing in public fixed income and how the supply of impact bonds is changing.

A better way to extract high yield returns?

Not satisfied that client needs were being properly met by asset managers, we chose a different approach. Our mission is to offer investors a different approach that prioritises the certainty of meeting their chosen objectives. We have developed core risk management and fixed income capabilities focused on this goal, managed by a wide team of investment and solutions experts.

Global credit provides both security selection opportunities and a valuable level of yield, close to that which has prevailed since the global financial crisis.

High yield default rates at the index level have been historically lower than ratings agency estimates. It could be time to reconsider high yield’s compensation for risk.

We believe that investors who are serious about investing for positive impact should look to the emerging markets, countries which face some of the world’s most pressing environmental and social challenges. An increasingly diversified and rapidly growing impact universe may also provide attractive opportunites for achieving financial returns.

Our multi-asset approach is designed to access an opportunity set broad enough to give us high levels of confidence that we can deliver a smoother path towards our targeted returns, through a wide range of market environments.

Insight’s multi-asset team outline their latest thoughts on growth, inflation and the rally in equity markets

We believe the economic outperformance of Southern European countries relative to countries such as Germany should continue for some years to come.

Pension schemes have been ‘running on’ since they were first established, and so a decision to run on is not a decision for change – it is simply the status quo. The questions that stakeholders should be asking therefore are: “Is there a better alternative to justify a change to the status quo? Why should I not run on?”

Sustainability is often viewed as extraneous to a business. However, managing the impact of externalities is a precondition for any business.

Most defined benefit schemes now have assets well above what is needed to secure benefits. How can these assets be managed for surplus release?

Insight’s asset-risk management solutions complement our LDI capabilities by helping to better manage capital and return generation.

Gilt yields have retraced 2022 highs. Where are they expected to go? How has the resilience of pension scheme LDI strategies evolved since last year? How can schemes improve resilience further?

Key developments affecting short term interest rate markets.

We believe that investors who are serious about investing for positive impact should look to the emerging markets, countries which face some of the world’s most pressing environmental and social challenges. An increasingly diversified and rapidly growing impact universe may also provide attractive opportunites for achieving financial returns.

If you are interested in applying for a role at Insight please submit your resume to careers@insightinvestment.com

We consider how impact bonds perform according to various sustainability measures, and how Insight’s impact bond assessment framework can help investors pursue positive outcomes.

Investors seeking to support positive environmental or social impact through their investments, may be unaware that there are growing amounts of diverse and rich opportunities to do so in the emerging markets.

Insight’s multi-asset team outline their latest thoughts on growth, inflation and the rally in equity markets

Asset-backed securities (ABS) offer a way to achieve higher yields than equivalently rated corporate credit by exploiting the complexity and illiquidity premia that exists in secured assets.

We explain how the Insight absolute return bond strategy is designed to offer consistent returns with low volatility.

A case study of how an integrated approach to risk management has helped the Affinity Water Pension Plan.

Foreign currency exposure can add unwanted volatility, but also a source of alpha. Our customised currency solutions can help your strike your desired balance between hedging and seeking alpha.