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Market update

April LaRusse, Head of Fixed Income Product Solutions surveys the major trends that could have an impact on markets, including inflation; the impact of demographic change on consumption; Brexit; and climate change.
Recorded Jun 27 2017 42 mins
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Presented by
April LaRusse, Head of Fixed Income Product Solutions
Presentation preview: Market update
  • Channel
  • Channel profile
  • Looking ahead Recorded: Feb 7 2018 8 mins
    Jos Vermeulen, Head of Solution Design
    In this module Jos will talk about the evolution of pension fund asset allocation, the choices facing pension funds and how the risks funds will face will change as a result of asset allocation decisions.
  • Accessing risks premia to generate returns Recorded: Feb 7 2018 33 mins
    Matthew McKelvey, Head of Product Management, Multi-Asset and Specialist Equities
    In this module Matt will discuss how risk assets can be used to generate growth over time and ways in which a combination of traditional market based strategies and less directional total return strategies can offer a lower risk alternative to equity markets.
  • Back to basics understanding bonds and inflation Recorded: Feb 7 2018 30 mins
    Serena Galestian, Fixed Income Investment Secialist
    In this module Serena will provide a background of bond markets, how they came into existence and the basic concept of a bond. Serena will then discuss slightly more complex ideas such as corporate bonds and duration.
  • Recent developements in investment regulations Recorded: Feb 7 2018 17 mins
    Alex Giles, Client Service Manager
    In this module Alex will discuss the various waves of regulation that have impacted investment management firms and pension funds. Alex then digs deeper into the changes that MiFID 2 has brought to the industry.
  • Addressing the funding challenge Recorded: Feb 7 2018 29 mins
    Nick Ivey, Solution Designer
    In this module Nick will explain how to understand and manage your liability risks and diversify your assets risks in order to improve the ‘certainty’ of reaching your destination as a pension fund.
  • Global Interest rates, inflation and politics Recorded: Feb 7 2018 35 mins
    Andrew Wickham - Head of Global Rates
    In this module, Andrew considers the outlook for markets in 2018, looking at the global economic backdrop, how these forecasts will influence returns and the key political themes we expect to play out over the year.
  • Annual investment update 2018 - Risk premia opportunities Recorded: Jan 16 2018 20 mins
    Matthew Merritt - Head of Multi-Asset Strategy Group and Colm McDonagh - Head of Emerging Market Fixed Income
    Monetary conditions, growth and inflation imply a pro-cyclical asset allocation bias, but valuations leave limited room for further re-rating. Emerging markets are an interesting asset class given value opportunities and the global growth backdrop. Once the growth environment switches from acceleration to moderation it will likely lead to a greater focus on alternative risk premia.
  • Annual investment update 2018 - Themes in LDI Recorded: Jan 16 2018 25 mins
    David Jamieson - Senior market Strategist and Rob Gall - Head of Market Strategy
    Longevity and transfers out should both naturally increase rate and inflation hedge ratios in 2018, reducing the demand for gilts and index-linked gilts from liability-driven investment (LDI) activity while the outlook for z-spreads remains balanced. The transition from Libor is evolving and Insight will continue to robustly represent its clients as part of the various working groups attempting to smoothly manage the transition.
  • Annual investment update 2018 - Global interest rates, inflation and politics Recorded: Jan 16 2018 25 mins
    Andrew Wickham - Head of Global Rates and Deputy Head of Fixed Income and Gareth Colesmith - Senior Portfolio Manager
    We expect buoyant global economic conditions to continue for some time, with strong growth in the US and Europe. Yields are likely to move upwards in this environment, and quantitative easing (QE) will no longer be a support. Political uncertainties remain, with Brexit, Italian elections and US foreign policy potential flashpoints.
  • Annual investment update 2018 - Credit outlook Recorded: Jan 16 2018 22 mins
    David Averre - Head of Credit Analysis and Lucy Speake - Head of European Fixed Income
    Strong earnings growth has improved credit metrics in Europe and the US. Tax reforms in the US will favour investment grade companies and an expected increase in merger and acquisition (M&A) activity will make active management critical in 2018 to avoid those companies choosing to increase leverage to purchase others. We believe the outlook for European financials is attractive in the current environment and that lower-tier debt of some major banks offers value.
  • Insight Investment Annual Investment Update Recorded: Jan 16 2018 106 mins
    Various
    Insight’s eighth fixed income and LDI annual update providing an outlook on global themes, our credit strategy, risk premia opportunities and our latest thinking in LDI.
  • Lunch and Learn: Responsible Investment at Insight Recorded: Nov 13 2017 38 mins
    Joshua Kendall, ESG Analyst
    Joshua Kendall, ESG Analyst, will introduces how Insight applies responsible investment principles into its credit process, including managing sustainable and ESG-focused investment portfolios, long-term risks such as climate change and why responsible investment is important for Insight’s business.
  • Pulling together the threads: 2017 training programme Recorded: Nov 7 2017 26 mins
    Ren Lin, Senior Solution Specialist - Client Solutions Group
    In this module Ren pulls together elements of previous training modules to discuss how pension funds can utilise various strategies to increase the certainty of target outcomes in an uncertain environment.
  • Longevity and self-managed buy-ins Recorded: Nov 7 2017 41 mins
    Howard Kearns, Longevity Pricing Director, Financial Solutions Group
    In this module Howard examines the key considerations when deciding on a insurance buy-in, and how a self-managed buy-in offers an alternative approach. The advantages and disadvantages of both are considered. The final part of the module focuses on the evolution of longevity hedging which is now available to a broader range of pension funds.
  • Efficient Collateral Management Recorded: Nov 7 2017 26 mins
    Santosh Sunder, Senior Solutions Specialist, Client Solutions Group
    In this module Santosh examines the link between collateral and growth assets, including how to stress test collateral against market movements in order to ensure that it is managed efficiently, and is sufficient to meet liquidity needs.
  • Cash flow driven investment Recorded: Nov 7 2017 41 mins
    Rupert Brindley, Senior Solution Specialist - Client Solutions Group
    In this module Rupert describes how investors can implement a CDI program and how this can complement an existing LDI program. We cover the range of CDI programs available, from simple gilt-based strategies to enhanced and dynamic strategies utilising a broader spectrum of credit.
  • Update on Current Markets Recorded: Nov 7 2017 28 mins
    Adrian Grey - Chief Investment Officer - Active Management and Head of Fixed Income and Gareth Colesmith - Senior Portfolio M
    Rising interest rates and declining QE programs present new challenges for investors. In this module Adrian and Gareth discuss the current investment environment and the factors causing yields and inflation to remain at historically low levels.
  • Lunch and Learn: Buy and Maintain Recorded: Oct 9 2017 68 mins
    Adam Mossakowski, Senior Portfolio Manager, Fixed Income
    Watch Adam Mossakowski, Senior Portfolio Manager, Fixed Income talk about Buy and Maintain.
  • Visions of the Universe: Insight Astronomy Photographer of the Year 2017. Recorded: Oct 2 2017 55 mins
    Dr Marek Kukula
    Astronomy and photography have always gone hand in hand. From early images of the moon to the latest cosmic vistas from the Hubble Space Telescope, photography has been a powerful tool for exploring the universe; astronomers have also played a major role in driving forwards the technology of photography, from early advances in glass plates and emulsions to today’s digital camera revolution. Dr Marek Kukula of the Royal Observatory Greenwich will present some of the highlights of the 2017 Insight Astronomy Photographer of the Year competition, showing that in the 21st Century astrophotography is now a field that belongs to everyone, uniting science, technology and art.
  • Lunch & Learn - Rewire the Brain for Resilience Recorded: Aug 29 2017 50 mins
    Graham Lee
    This session draws on research into the neuroscience and physiology of performance and provides an opportunity to experience practices proven to enhance resilience and mental agility.
Building understanding in our business
On this channel we collect together a series of presentations and webcasts sharing our combined knowledge – about solutions, investment philosophy and operations. The channel aims to build knowledge internally about Insight and is available to all colleagues. Our investment strategies will differ between markets and geographies, and none of the material on this site should be considered as investment advice.

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  • Title: Market update
  • Live at: Jun 27 2017 7:45 am
  • Presented by: April LaRusse, Head of Fixed Income Product Solutions
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