From Morningstar: 2024-05-30 08:00:00

In a series of profiles, fund managers defend investment strategies, address risks to the bull market, share unpopular opinions, and discuss investments they would never make. Damien Hill of Insight Investment focuses on ESG factors in responsible bond funds, seeking higher yields in high-quality investments amid growing market tensions.

2024 presents significant opportunities in fixed income, with yields exceeding those in equities. The biggest risks to the bull run include tension between growth, inflation, and rising yields. Concentration risk in indices like the S&P 500 is a concern. As an active manager, Hill values the complexities and inefficiencies in fixed income markets, offering a better risk-reward potential in investment-grade over high yield.

Additionally, Hill does not advocate for investing in cryptocurrencies and believes that asset management must assess social factors beyond exclusions to achieve optimal outcomes. Engaging with companies on ESG issues can lead to positive changes and avoid exclusions. Outside of work, Hill dedicates his time to his young family.



Read more at Morningstar: 13 Questions for Insight Investment’s Damien Hill