Insight Investment Australia appoints Amy Clements

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Insight Investment, a A$1trillion[1] global investment manager, has expanded its Australian team with the appointment of Amy Clements as a product specialist. Clements recently transferred to Sydney after six years at Insight’s London-based headquarters where she worked with institutional clients and investment consultants to deliver tailored investment solutions. Clements is a CFA charterholder who brings a strong […]

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Insight Investment comments on World Bank Group’s new set of climate targets for 2021-2025

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The World Bank Group has announced a new set of climate targets for 2021-2025, doubling its current 5-year investments to around $200 billion in support for countries to take ambitious climate action. Josh Kendall, senior ESG analyst at Insight Investment, a leading global investment management firm, said: “These ambitious targets may influence the wider global community […]

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Insight Investment’s global economic outlook for the week ahead (week beginning 26 November 2018

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Outlook On the data front, the German IFO survey (Monday) will be closely watched, given the recent weakness in the country’s manufacturing sector. While the end of the week sees a number of European inflation releases. On Wednesday the Bank of England publishes its Financial Stability Report and the results of its annual stress test […]

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Insight Investment comments on the new Mexican president

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Rob Simpson, emerging market fixed income portfolio manager at Insight Investment, part of BNY Mellon IM says: “When Obrador (AMLO) was elected the next president of Mexico last summer, investors were initially willing to give him the benefit of the doubt. AMLO’s victory speech was seen as conciliatory and he further sought to allay investor […]

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Mapping markets: Insight Investment reviews the global fixed interest sector

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China the outlier in U.S. trade war negotiations “Although the US economy is expanding at a firm rate, global trade has been a significant concern for investors particularly as growth outside the US has already decelerated since then beginning of the year. The US has been able to strike new trade deals with some of […]

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Insight Investment’s global economic outlook for the week ahead (week beginning 19 November 2018)

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Outlook A key focus for this week will be UK politics and whether there is sufficient support for a leadership challenge to Prime Minister May. The EC is also scheduled to respond to the Italian budget on Wednesday. If the response is too aggressive then this could see Italian bond spreads widen further as the […]

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Insight Investment launches country sustainability risk model for sovereign assessments

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Insight Investment, a leading global investment manager, has developed a country rating model to explore how environment, social and governance – ‘ESG’ factors – affect sovereign debt portfolios. Insight’s rating model links sustainability and individual country risk, and responds to increased client interest in ESG portfolios. Against a backdrop of rising political and economic uncertainty, […]

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Insight Investment’s global economic outlook for the week ahead (week beginning 12 November 2018)

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This week we receive inflation data in the US, UK and the eurozone, which will be of interest for signs of developing inflationary pressures. In addition, retail sales in the US will provide insight into the strength of domestic consumer activity. Lastly, Chinese activity data will also be keenly observed. Market and economic review US […]

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Insight Investment’s global economic outlook for the week ahead (beginning 5 November 2018)

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The multi -asset team at Insight Investment, a leading global investment manager, notes “This week is less busy on the data front, with politics moving into focus. The biggest event on this front is of course the US midterm elections. Both polls and betting markets indicate that the Democrats are likely to take control of […]

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Insight Investment’s global economic outlook for the week ahead (week beginning 29 October 2018)

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The multi asset team at Insight Investment notes “ This week we see a raft of top tier macro data released, with PMIs and labour market data the main focus. As the earnings season gathers pace, 25% of market cap is due to report next week including major companies Apple, Facebook, Chevron and Exxon, and, […]

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