AI data centres: Powering through the constraints
Artificial intelligence (AI) is driving one of the largest infrastructure investment cycles in decades. But converting billions of dollars of planned spending into operating data centres will depend on more than access to electricity.
UK Real Estate: Talking Points October 2026
Welcome to our concise quarterly snapshot of current real estate market trends.
AI bond supply: Why the market can absorb the coming wave
Strong demand, robust issuer fundamentals and clearer communication should help the market absorb the expected surge in artificial intelligence-related bond issuance.
Asset Allocation update – Q4 2026
Economies and financial markets remain resilient despite heightened inflation risks. These are shaping central bank policy and interest-rate expectations, pushing bond yields to levels not seen since before the global financial crisis.
Hyperscaler debt issuance: A technical opportunity in investment grade credit
AI hyperscalers are reshaping the IG credit market, creating attractive dislocations in fundamentally strong issuers – and an attractive entry point.
Artificial intelligence: implications for the economy and equity and fixed income markets
AI data centres: Powering through the constraints
Artificial intelligence (AI) is driving one of the largest infrastructure investment cycles in decades. But converting billions of dollars of planned spending into operating data centres will depend on more than access to electricity.
Data with destiny: Information services show structural resilience in the age of AI
Disruption fears look overdone – trusted data, regulation and embedded workflows should continue to support resilient information services credits.
Data with destiny: Information services show structural resilience in the age of AI
Disruption fears look overdone – trusted data, regulation and embedded workflows should continue to support resilient information services credits.
AI, semiconductors, and the new concentration risk
For advisers, the key question is not whether AI is “real,” but whether clients understand how much AI exposure they already have and whether that exposure is deliberate.