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3 November 2026

In Credit Weekly Snapshot – Tech it to the limit

The AI financing wave is weighing on the weakest credits within high yield. The key question is, will the stress be contained at the bottom of the spectrum?
2 November 2026

Senior Economist, Multi-Asset Solutions team

Market Perspectives: UK Budget 2026: The consequences

Last week's UK Budget proved, as expected, to be a non-event for financial markets. Rather than tackling the major macroeconomic decisions facing the UK, it deferred them.
2 November 2026

Senior Thematic Investment Analyst

US Fixed Income Utilities Analyst

KI-Rechenzentren: Wachstum trotz Engpässen

Künstliche Intelligenz (KI) treibt einen der größten Investitionszyklen im Bereich Infrastruktur seit Jahrzehnten an.