Insight Investment's Harvey Bradley on global fixed income markets investing
INTERVIEWSERIES
Harvey Bradley, Co-Head of Global Rates, Insight Investment
November 2025
In this exclusive interview, Harvey discusses how investors need to evolve their approach when investing passively into fixed income markets and highlights the need to be intentional with benchmark selection and deliberate in portfolio construction, to achieve success. He also examines the implications of the declining demand for US Treasuries, the rapid growth of private credit and the longevity of US exceptionalism. With the return of volatility in the macroeconomic and geopolitical environment, Harvey shares how active managers can capitalise to outperform passive strategies.
Watch the full interview which covers:
00:23 - Passive investing has been popular in public equities, how do investors need to evolve their approach when investing passively in fixed income markets to achieve success?
02:00 - Why do investors need to be intentional when they are selecting their SAA or benchmarks, and why do managers need to be deliberate in their portfolio construction?
04:00 - What could the decrease in the purchasing of US Treasuries by China and Japan mean for global markets?
06:16 - How do you see the rise of private credit impacting liquid markets or active managers?
08:33 - Given the uncertainty and volatility in monetary policies globally, how should investors be positioned with respect to duration and currency exposures?
11:57 - With weakening demand for US Treasuries globally and tariff uncertainty weighing on the US dollar, is US exceptionalism under threat?
13:33 - What does a weakening demand for US Treasuries mean for investors with a large (and increasing) exposure to US denominated assets?
14:46 - With equity valuations (especially in the US) appearing expensive, at least historically, and with base rates remaining elevated, how do you see the relative value between these two asset classes on a forward-looking basis?
16:15 - With the return of volatility in the macroeconomic and geopolitical landscape, how can active managers exploit this dynamic to outperform passive strategies?
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Harvey Bradley, Co-Head of Global Rates, Insight Investment
Harvey is the Co-Head of Global Rates. Harvey joined Insight in September 2012 as an investment analyst within the Global Rates Team in the Fixed Income Group. He became a portfolio manager in 2016 and in March 2025 was promoted to Co-Head of Global Rates. He has direct portfolio management responsibilities for global and absolute return products with oversight on the European and UK portfolios.
Harvey holds a BA (Hons) in Economics from Girton College, Cambridge and the Investment Management Certificate from the CFA Society of the UK. He is also a CFA charterholder.
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