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7 October 2026
Fixed Income - Investment Grade
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.
6 October 2026
Fixed income
In Credit Weekly Snapshot – Move it
Bond markets are moving to a beat that equity markets have yet to hear. The MOVE Index has surged while the VIX remains near its lows – a divergence that has historically preceded broader risk repricing.
5 October 2026
Multi-Asset
Market Perspectives: Déjà vu – another bond sequel
Government bond yields are rising again – but this is not simply a repeat of 2022. We consider what fiscal pressures, inflation uncertainty and higher borrowing costs could mean for bonds, equities and portfolio positioning.
