Global macro economic update on the week ahead (Week beginning 26 February)

From

Summary Next week, attention will focus on the new Federal Reserve Chair Jerome Powell’s first semi-annual monetary policy testimony to Congress. Strategy review Spike in volatility provides attractive opportunity Markets

continue reading

Global macro economic outlook on the week ahead (week beginning 19 February, 2018)

From

Summary With equities up despite an upside surprise on the US consumer price index (CPI), it appears more likely that the recent equity sell off was about an unexpected spike

continue reading

Global macro economic update for the week beginning 12 February, 2018

From

Summary Systematic volatility trading triggered the sharp fall in equity markets as the low-volatility regime was hit. This week, attention will be focused on a range of inflation reports. The

continue reading

Insight’s Global economic outlook for the week – as at 30 January, 2017

From

The following are thoughts on the week ahead from Steve Waddington, portfolio manager in the multi-asset team at Insight Investment a leading global investment manager. FOMC meeting: a key focus

continue reading

Thoughts on the week ahead Michael Ford – for week commencing January 22, 2018

From

US earnings, German politics and the ECB meeting are all in focus This is a busy week for US earnings, with 20% of S&P 500 Index market capitalisation reporting and

continue reading

Are you keeping an eye on the ‘left-hand tail’?

From

One approach towards multi-asset investing involves blending the active management of directional risk across a range of asset classes with less directional sources of return. Introduction When looking at a

continue reading

Insight’s Global economic outlook for the week – as at 8 December, 2017

From

Market and economic review Markets: profit-taking in equities while the US yield curve continues to flatten Stocks were buoyed at the start of the week by progress on the US

continue reading

Insight secures recommended rating from Zenith for Insight Diversified Inflation Plus Fund

From

Insight Investment, a leading global investment manager, has received a ‘Recommended’ rating for one of its funds, the Insight Diversified  Inflation Plus Fund, from leading research firm Zenith Investment Partners [1]. The

continue reading

Insight’s Global economic outlook for the week – as at 21 November, 2017

From

Key points highlighted by Steve Waddington, Portfolio Manager in the Multi Asset Group at Insight Investment, a global investment manager, on highlights from the European and US markets this week

continue reading

Thoughts on the week ahead from Steve Waddington at Insight Investment – as at 14 November, 2017

From

After a relatively calm week in terms of releases, this week is packed with inflation announcements. In addition to the key US consumer price index (CPI) report on Wednesday, we

continue reading