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After a series of policy meetings across the major central banks, the direction of travel for interest rates remains finely balanced.

AI hyperscalers are reshaping the IG credit market, creating attractive dislocations in fundamentally strong issuers – and an attractive entry point.

Europe’s LDI landscape is being shaped by weaker growth, persistent inflation pressures and rising debt issuance, with political uncertainty in France and Italy adding further pressure to long-term yields.

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.

Central bank policy is back at the forefront of investor attention as inflation data challenges expectations of an imminent easing cycle.

Although global growth expectations fell after the Iran conflict started, US growth expectations have crept up.

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.

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.