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13 October 2026
Fixed income
In Credit Weekly Snapshot – The real thing
Inflation continues to influence government finances, with UK real yields nearing 2%, their highest level since 2008, and US real yields approaching 3%.
12 October 2026
Multi-Asset
Senior Economist, Multi-Asset Solutions team
Market Perspectives: Why is oil stuck at $100/barrel?
Oil markets have received some comparatively encouraging signals from the Middle East, but the improvement in physical supply has yet to translate into a decisive fall in prices.
7 October 2026
Equity
US Fixed Income Utilities Analyst
Senior Thematic Investment Analyst
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.