Investment Insights
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16 July 2026
Fixed income
Data centres: the credit opportunity beyond hyperscalers
Data centres: the credit opportunity beyond hyperscalers
As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.
16 July 2026
Equity
Decoding investment signals from the AI build-out
Decoding investment signals from the AI build-out
The artificial intelligence (AI) boom is dominating the narrative in global equity markets and reshaping the investment opportunity set.
14 July 2026
Fixed income
In Credit Weekly Snapshot – Back on the chain gang
In Credit Weekly Snapshot – Back on the chain gang
France’s finances remain an issue, with political instability likely to delay efforts
to tackle the deficit. Elsewhere, the Middle East weighs on central banks.
14 July 2026
The loudest story isn’t always the winning play
The loudest story isn’t always the winning play
Market drama may dominate headlines, but disciplined research, process and conviction remain essential to generating long-term investment performance across cycles.
13 July 2026
Multi-Asset
Market Perspectives: High stakes in Hormuz
Market Perspectives: High stakes in Hormuz
Today, as we have been for many months now, we'll be asking is the Strait of Hormuz open or closed, and what does it mean?
10 July 2026
Fixed income
Should investment grade prime office landlords worry about AI?
Should investment grade prime office landlords worry about AI?
AI is reinforcing prime office demand in the short term, but the bigger question is whether productivity gains will ultimately limit hiring and space needs.
7 July 2026
Fixed income
In Credit Weekly Snapshot – The long and winding road
In Credit Weekly Snapshot – The long and winding road
Europe's biggest economies are slowly increasing defence spending, but a three-speed approach is emerging. Elsewhere, core markets bear steepened.
7 July 2026
From pitch to portfolios: A shrinking margin of error
From pitch to portfolios: A shrinking margin of error
Like knockout football, today’s markets reward preparation and balance. With less margin for error, diversified portfolios help investors compete.
6 July 2026
Multi-Asset
Market Perspectives: Playing for time
Market Perspectives: Playing for time
After an intense first half, financial markets appear to be entering a more measured phase.
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The analysis included on this website is for professional investors in EMEA APAC. This material should not be considered as an offer, solicitation, advice or an investment recommendation. This communication is valid at the date of publication and may be subject to change without notice. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.
