Hi [[ session.user.profile.firstName ]]

Insight's monthly investment risks and opportunities round-up

This month the team takes a closer look at inflation and rising yields, Head of Fixed Income Investment Specialists, April LaRusse, will examine the benefits of Secured Finance offers in this environment.

Multi-Asset Group Portfolio Manager, Abhijit Korde will take a broader look at markets as global economies continue their response to the pandemic, and Fixed Income Specialist, Sabrina Jacobs, will provide an update on Short-Dated High Yield.
Recorded Apr 8 2021 43 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Sabrina Jacobs, April LaRusse and Abhijit Korde
Presentation preview: Insight's monthly investment risks and opportunities round-up
  • Channel
  • Channel profile
  • Insight's Multi-Asset review and outlook | August 2021 Aug 12 2021 1:00 pm UTC 75 mins
    Matthew Merritt and Steve Waddington
    Join us as we examine shifting market environments and outline how these developments are shaping your diversified growth portfolio.
  • Insight's Fixed Income review and update | August 2021 Aug 10 2021 10:00 am UTC 90 mins
    April LaRusse and Joe Sullivan-Bissett
    Join us for a quarterly round-up of key themes and market movements impacting the asset class. Head of Fixed Income, April LaRusse will be joined by Investment Specialist, Joe Sullivan-Bissett to provide you with an update and answer questions you may have during the webinar.
  • Insight’s quarterly LDI review and outlook | July 2021 Recorded: Jul 28 2021 25 mins
    David Jamieson
    In this 15 minute discussion, our Senior Market Strategist David Jamieson will discuss interest rates, inflation, z-spreads, real yields and other news.
  • Insight's Multi-Asset review and outlook | April 2021 Recorded: Apr 29 2021 20 mins
    Matthew Merritt and Michael Ford
    Join us as we examine shifting market environments and outline how these developments are shaping your diversified growth portfolio.
  • Insight's Emerging Markets review and outlook | April 2021 Recorded: Apr 29 2021 24 mins
    Rodica Glavan, Oliver Williams and Serena Galestian
    Join Rodica Glavan and Oliver Williams as they review recent developments within emerging market debt and offer an outlook for the asset class.
  • Insight Investments quarterly LDI review and outlook | April 2021 Recorded: Apr 21 2021 17 mins
    David Jamieson, Senior Market Strategist
    In this 15 minute discussion, our Senior Market Strategist David Jamieson will discuss interest rates, inflation, z-spreads, real yields and other news.
  • Insight's Fixed Income review and update | April 2021 Recorded: Apr 15 2021 45 mins
    April LaRusse, Sabrina Jacobs, Serena Galestian
    Join us for a quarterly round-up of key themes and market movements impacting the asset class.

    Fixed Income Specialist, Sabrina Jacobs, will be joined by Head of Fixed Income April LaRusse and Fixed Income Investment Specialist, Serena Galestian to provide you with a 15 minute update and answer questions you may have during the webinar.
  • Insight's monthly investment risks and opportunities round-up Recorded: Apr 8 2021 43 mins
    Sabrina Jacobs, April LaRusse and Abhijit Korde
    This month the team takes a closer look at inflation and rising yields, Head of Fixed Income Investment Specialists, April LaRusse, will examine the benefits of Secured Finance offers in this environment.

    Multi-Asset Group Portfolio Manager, Abhijit Korde will take a broader look at markets as global economies continue their response to the pandemic, and Fixed Income Specialist, Sabrina Jacobs, will provide an update on Short-Dated High Yield.
  • Monthly Investment Risks and Opportunities Round-Up Recorded: Feb 11 2021 34 mins
    Sabrina Jacobs, Andy Cawker and Jonathan Crone
    The new year is poised to challenge investors in a number of areas and asset classes. Inflation remains one of the big unknowns as we move back to full economic activity.

    For now, central banks have enough room to keep monetary policy at exceptionally low levels, but faltering fiscal support, longer lockdowns or vaccine delays may present challenges to the recovery process.

    In a world with a wide range of medium term economic outcomes there are still opportunities in markets like IG credit or, through Convertible Arbitrage Strategies which can offer diversification and uncorrelated low beta return.

    Join the team as we go through strategies and round-up the risks and opportunities for investors.
  • LDI review and outlook | January 2021 Recorded: Jan 28 2021 22 mins
    David Jamieson, Senior Market Strategist
    In this 15 minute discussion, our Senior Market Strategist David Jamieson will discuss interest rates, inflation, z-spreads, real yields and other news.
  • Emerging markets review and outlook | December 2020 Recorded: Dec 1 2020 22 mins
    Oliver Williams, Portfolio Manager
    Join Oliver Williams, as he reviews recent developments within emerging market debt and offers an outlook for the asset class.
  • RPI reform Recorded: Nov 25 2020 40 mins
    Serkan Bektas, Rob Gall and Jos Vermeulen
    The government announced on the 25 November 2020 that it will go ahead with planned reforms to the Retail Price Index (RPI), aligning it with the Consumer Price Index including owner occupiers’ housing costs (CPIH).

    This is expected to reduce the future change in RPI from 2030 onwards by 1% per annum. Despite this significant news, the immediate market reaction has been somewhat muted.

    This decision has been made despite substantial concerns being raised during the 2020 consultation, from a broad range of market participants. Another chapter in the RPI saga has drawn to a close, but with ten years until the decision is implemented, we struggle to believe that this is the final chapter, and we will continue to monitor this issue closely.

    Listen to the team review the outcome, it’s impact on markets and the potential implications for pension schemes.
  • A new approach to DB pension fund investment strategy: segregated solutions Recorded: Nov 20 2020 78 mins
    Abdallah Nauphal, CEO, Jos Vermeulen, Head of Solution Design and Ren Lin, Head of Client Strategy
    With DB pension funding challenges no doubt a priority for you and your colleagues, Abdallah Nauphal, Jos Vermeulen and Ren Lin share their thoughts on a new integrated approach to DB investment management which aims to secure reliable progress towards your endgame objectives.
  • A new approach to DB pension fund investment strategy: pooled solutions Recorded: Nov 20 2020 76 mins
    Abdallah Nauphal, CEO, Jos Vermeulen, Head of Solution Design and Joanna Howley, Head of Pooled Solutions
    With DB pension funding challenges no doubt a priority for you and your colleagues, Abdallah Nauphal, Jos Vermeulen and Joanna Howley, share their thoughts on a new integrated approach to DB investment management which aims to secure reliable progress towards your endgame objectives.
  • Insight's broad opportunities strategy update | October 2020 Recorded: Oct 22 2020 27 mins
    Matt Merritt and Steve Waddington
    Hear from Matt Merritt, Head of Multi-Asset Strategy Team, and Portfolio Manager Steve Waddington, who provide a quarterly look at how market environments continue to evolve, and outline how these developments are shaping your diversified growth portfolio.
  • Fixed income review and outlook - October 2020 Recorded: Oct 15 2020 35 mins
    April LaRusse, Sabrina Jacobs and Serena Galestian
    Head of Fixed Income Investment Specialists, April LaRusse is joined by Sabrina Jacobs and Serena Galestian to provide you with a 15 minute update on global fixed income markets and opportunities for investors.
  • LDI review and outlook | October 2020 Recorded: Oct 13 2020 19 mins
    David Jamieson, Senior Market Strategist
    In this 15 minute discussion, our Senior Market Strategist David Jamieson will discuss interest rates, inflation, z-spreads, real yields and other news.
  • Monthly investment risks and opportunities round-up Recorded: Oct 5 2020 37 mins
    April LaRusse, David Jamieson, Steve Waddington and David Hooker
    Ongoing volatility in markets has caused seismic shifts in the risks and opportunities facing investors, leaving many contemplating how to position for this new environment. In our latest monthly webinar, we provide a succinct round up of key views across our LDI, Fixed Income and Multi-asset teams.

    With yields dropping to historical lows we examine the outlook for hedging and liquidity management strategies in LDI and, for those looking to capture a rebound in growth assets, our multi-asset team discuss how they have positioned using the asymmetric properties of options to benefit from any cyclical recovery.

    Looking towards the end of the year, a number of key geo-political risks could derail the recovery, and our Global Macro Research team provide their thoughts on how markets will navigate US elections, Brexit and the potential impact of a second wave of COVID-19.

    Our speakers will each highlight what they consider to be the critical issues at this time, allowing time to take your questions to ensure that we cover the issues most relevant and important to you.
  • Monthly investment risks and opportunities round-up Recorded: Sep 7 2020 38 mins
    David Jamieson, Sabrina Jacobs, Matt Merritt and Jos Vermeulen
    Ongoing volatility in markets has caused seismic shifts in the risks and opportunities facing investors, with many considering their hedging strategy, managing liquidity and how to accurately capture growth opportunities, including through synthetic exposures.

    Join us for a succinct round up of key views across our LDI, Fixed Income and Multi-asset teams, including highlighting a special topic briefly all in one meeting.

    Our speakers will each highlight what they consider to be the critical issues at this time, allowing time to take your questions to ensure that we cover the issues most relevant and important to you.
  • Fixed income review and outlook - July 2020 Recorded: Jul 28 2020 42 mins
    Sabrina Jacobs, Serena Galestian and Damien Hill
    Join us for a quarterly round-up of key themes and market movements impacting the asset class.

    Fixed Income Specialist, Sabrina Jacobs, will be joined by Portfolio Manager, Damien Hill and Fixed Income Investment Specialist, Serena Galestian to provide you with a 15 minute update and answer questions you may have during the webinar.
For professional clients
Insight's webinar channel for professional clients

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Insight's monthly investment risks and opportunities round-up
  • Live at: Apr 8 2021 1:30 pm
  • Presented by: Sabrina Jacobs, April LaRusse and Abhijit Korde
  • From:
Your email has been sent.
or close