Insight Multi-Asset weekly update: European Central Bank meeting on Thursday likely to be the biggest market focus

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Market and economic review Risk assets trade sideways on busy week for growth data and US earnings Global equities ended last week broadly flat despite a busy period for global growth data and 20% of S&P 500 Index market cap reporting Q2 earnings. Earnings growth thus far has been slightly ahead of expectations, but in […]

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Insight Multi-Asset weekly update

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Market and economic review Risk sentiment buoyed by a positive outcome from the recent Trump-Xi meeting Risk assets began last week on a strong note as the widely anticipated Trump-Xi meeting at the G20 summit paved the way for a potential de-escalation in the ongoing US-China trade tensions. Although any concrete resolution still remains out […]

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Insight Multi-Asset weekly update: Key PMI data out this week

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Market and economic review Markets enter ‘wait and see’ mode ahead of the G20 summit In contrast to the recent rally, risk assets as well as government bonds traded in a fairly narrow range this past week. This was driven by a build-up in anticipation leading up to the Trump-Xi meeting at the G20 summit. […]

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Insight fund added to market disruptor platform

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Insight Investment, a leading global investment manager, has announced the Insight Diversified Inflation Plus Fund has been added to the non-aligned, zero ongoing fee platform, uXchange. uXchange is a transactional asset hub delivering advisers and their clients low cost, low risk, efficient access to global and domestic managed funds. The Insight Diversified Inflation Plus Fund […]

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Insight Multi-Asset weekly update: Mario Draghi hints at more interest rate cuts

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Market and economic review Dovish central bank rhetoric sent government bond yields sharply lower as risk assets rally Last week saw the European Central Bank (ECB) and the Federal Reserve (Fed) deliver major easing messages; this supported risk assets and led to government bond yields moving sharply lower.  On Tuesday, some of the largest market […]

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Insight Multi-Asset Weekly Update: Anticipation continues to build for a Trump-Xi meeting at the G20 summit

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Market and economic review  Risk assets lose positive momentum in latter half of the week on global growth concerns, while government bond yields move higher Risk assets started the week on the front foot following the news late last Friday that the US had agreed to suspend tariff action against Mexico. This early momentum gradually faded […]

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Insight Multi-Asset Weekly Update: World Bank downgrades 2019 global growth forecast

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Market and economic review After last week’s broad-based sell-off, risk assets received a reprieve on growing expectations of de-escalation in US/Mexico trade tensions via a possible postponement to the introduction of tariffs. Commentary from US central bank members signalling a willingness to adjust monetary policy should the outlook for growth and inflation outlook deteriorate from […]

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Impact bonds falling short of min standards

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The market for impact bonds is increasingly diverse but many of the instruments coming to market fall short of the minimum standards for sustainability set by Insight Investment, a leading global asset and risk manager. So far in 2019, Insight has marked 10 green bonds as red on its proprietary rating scheme, up from just […]

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Insight multi-asset weekly update: Government bond yields fell to multi-year lows, more Trump tariffs

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Market and economic review Government bond yields fell again to multi-year lows and risk assets were on the back foot as growth fears intensified In a holiday-shortened week with relatively little macroeconomic data to absorb, risk appetite remained firmly on the back foot. Continued concerns that escalating trade tensions might tip a fragile global economy […]

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Insight Multi-Asset weekly update: Equities markets weaken on trade and poorer growth data

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Market and economic review Equities and government bond yields fell again last week on data suggesting a poor growth outlook and increasing trade war tensions Continued escalation of trade tensions and poor provisional PMI data points led equities to close lower after a choppy week. The core government bond complex saw yields move lower, with […]

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