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24 September 2026
Fixed income
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.
22 September 2026
Fixed income
In Credit Weekly Snapshot – Encore une fois
The spread between French and German government debt has once again
breached 100bps, reflecting a confluence of French fiscal and political pressures.
21 September 2026
Multi-Asset
Market Perspectives: The roadmap for central banks
After a series of policy meetings across the major central banks, the direction of travel for interest rates remains finely balanced.
17 September 2026
Fixed Income - Investment Grade
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.
15 September 2026
Fixed income
In Credit Weekly Snapshot – No more zeros
With average interest rates of 14.7% over the past four millennia, and 4.7% over
the past 400 years, the real anomaly was the zero-rate period of the 2000s.
14 September 2026
Multi-Asset
Market Perspectives: Why does the Fed have to hike rates?
Central bank policy is back at the forefront of investor attention as inflation data challenges expectations of an imminent easing cycle.
10 September 2026
Equity
From Monopoly to Age of Empires - Part II: AI and the new terms of trade: When intelligence becomes abundant, what remains scarce?
In From Monopoly to Age of Empires , we described a world fragmenting into competing technological and economic blocs. Technology, we argued, would not end scarcity.
8 September 2026
Multi-Asset
Multi-Asset Investment Outlook 2027: Technological tailwind, geopolitical headwind
The global economy has proved more resilient than many expected, but the investment landscape of 2027 looks materially different from a year ago – shaped by conflict in the Middle East, a reversal in interest rate expectations, and an AI-driven capital expenditure (capex) boom of unprecedented scale.
8 September 2026
Fixed income
In Credit Weekly Snapshot – China in your hand
China's bond market appears remarkably strong, but the real story lies under
the surface.
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