What sectors are well placed to enjoy real AI gains?
As artificial intelligence investment surges across industries, real progress varies widely. Drawing on conversations with more than 50 European companies, we explore who is truly prepared for AI‑driven disruption and who risks being left behind.
Are high yield bonds the place to hide in levered credit?
High yield bonds combine improved credit quality with limited exposure to AI-driven disruption, setting them apart within levered credit.
In Credit Weekly Snapshot – Pump it up (when you don’t really need it)
Rising petrol prices will eventually feed into higher inflation, which is being
reflected in the pricing of government bonds.
In Credit Weekly Snapshot – The curve that got away
The EUR swap curve is telling a fascinating story amid the Iran conflict.
In Credit Weekly Snapshot – I won’t back down: stalemate in Strait of Hormuz
There seems to be no easy way out of the Iran war, as the ongoing closure of the crucial seaway continues to impact prices and economies around the world. Read on for a breakdown of fixed income news across sectors and regions.
In Credit Weekly Snapshot – Smoke on the water
The market continues to trade on the potential macro consequences of events in the Middle East, with the threat of Iranian attacks effectively closing the Strait of Hormuz, leading to a sharp spike in oil prices.
In Credit Weekly Snapshot – Everybody wants to rule the world
With the invasion of Iran, geopolitics is once again dominating proceedings.
EMEA Investment grade examined 2026 – The importance of portfolio construction
While credit markets proved to be relatively resilient in the face of multiple geopolitical events, there is no guarantee that this will always be the case. So, how do we see credit markets against such a backdrop?
In Credit Weekly Snapshot – Rip it up (and start again)
On Friday, the US Supreme Court ruled that Donald Trump administration’s use of the
International Emergency Economic Powers Act to impose broad-based tariffs was unconstitutional.
2026 credit thoughts – here comes the capex …
Competition for capital is heating up. Persistent government deficits combined with a long overdue acceleration in corporate capex means bond markets face a wave of new supply. Is this a risk or opportunity?
