Data centres: the credit opportunity beyond hyperscalers
As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.
Decoding investment signals from the AI build-out
The artificial intelligence (AI) boom is dominating the narrative in global equity markets and reshaping the investment opportunity set.
Should investment grade prime office landlords worry about AI?
AI is reinforcing prime office demand in the short term, but the bigger question is whether productivity gains will ultimately limit hiring and space needs.
Pursuing positive impact through fixed income
From 17th‑century Dutch flood defences to modern social bonds, fixed income has long financed vital public needs – emerging as a powerful, scalable force for measurable social impact.
Euro LDI Update: Inflation pressures mark the start of a new cycle
Inflation and growth risks are back in focus, unsettling central bank easing plans and raising pressure across Eurozone markets.
Euro LDI Update: Inflation pressures mark the start of a new cycle
Inflation and growth risks are back in focus, unsettling central bank easing plans and raising pressure across Eurozone markets.
Pursuing positive impact through fixed income
From 17th‑century Dutch flood defences to modern social bonds, fixed income has long financed vital public needs – emerging as a powerful, scalable force for measurable social impact.
Beyond hype: AI benefits taking shape
AI is moving beyond the hype cycle, with real productivity gains beginning to emerge. The biggest investment opportunities may lie with companies that can translate adoption into durable competitive advantage.
LDI market review and outlook June 2026 – Nothing Trumps political infighting
Political and geopolitical shocks have revived inflation and growth risks, complicating central banks’ easing plans and increasing pressure on UK gilts.
European Real Estate 2026: Half-year health check
The macroeconomic backdrop has weakened, but there is a solid base for recovery – a recovery that has been put back rather than put off.