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Insight Investment

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Mapping markets: outlook from 10 portfolio managers

  • 5 July 2018

Welcome to ‘Mapping Markets’, the first in a new quarterly series of ideas and outlook from Insight’s investment team. This report covers Insight Investment’s latest thinking on diverse topics spanning credit markets, the global economy and responsible investment.

Investors can’t afford to ignore the blockchain revolution

Blockchain is a powerful technology. The most successful companies will be those that have the ability to harness its power. Three groundbreaking examples are global payments, data protection and verifying land titles.

Quarterly fixed income and currency outlook

  • 1 June 2018

The fixed income sector has come under scrutiny lately, specially following Italy’s bond crisis. Insight Investment, a leading global asset manager, has published its quarterly review and outlook. This report is intended for wholesale investors.

The merit of currency exposure if equity markets fall

Australian investors with foreign currency assets must consider whether to hedge the currency exposure, but the overall context of their portfolio is relevant or losses could be magnified.

The role of multi-asset funds in retirement

Fund managers take different approaches to asset allocation, either leaving it unchanged in a 'strategic' position, or responding 'dynamically'. Either way, multi-asset funds have many of the features retirees want.

Emerging markets: Harnessing currency returns

  • 16 November 2017

A large part of the return from investing in emerging market assets comes from currency exposure. However, Australian dollar investors typically lose out on this due to the economic links between Australia and Asia, and the impact of changes in commodity prices.

Most viewed in recent weeks

A tonic for turbulent times: my nine tips for investing

Investing is often portrayed as unapproachably complex. Can it be distilled into nine tips? An economist with 35 years of experience through numerous market cycles and events has given it a shot.

Rival standard for savings and incomes in retirement

A new standard argues the majority of Australians will never achieve the ASFA 'comfortable' level of retirement savings and it amounts to 'fearmongering' by vested interests. If comfortable is aspirational, so be it.

Dalio v Marks is common sense v uncommon sense

Billionaire fund manager standoff: Ray Dalio thinks investing is common sense and markets are simple, while Howard Marks says complex and convoluted 'second-level' thinking is needed for superior returns.

Welcome to Firstlinks Edition 467

Fund manager reports for last financial year are drifting into client mailboxes, and many of the results are disappointing. With some funds giving back their 2021 gains, why did they not reduce their exposure to hot stocks when faced with rising inflation and rates?

  • 21 July 2022

Welcome to Firstlinks Edition 466 with weekend update

Heard the word, cakeism? As in, 'having your cake and eating it too'. The Reserve Bank wants to simultaneously fight inflation by taking away spending power, while not driving the economy into a recession. If you want to help, stop buying stuff.

  • 14 July 2022

Welcome to Firstlinks Edition 465 with weekend update

Many thanks for the thousands of revealing comments in our survey on retirement experiences. We discuss the full results. And with the ASX200 down 10%, the US S&P500 off 20% and bond prices tanking, each investor faces the new financial year deciding whether to sit, sell or invest more.

  • 7 July 2022

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