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17 September 2026
Fixed Income - Investment Grade
Hyperscaler debt issuance: A technical opportunity in investment grade credit
AI hyperscalers are reshaping the IG credit market, creating attractive dislocations in fundamentally strong issuers – and an attractive entry point.
16 September 2026
Global investment solutions
Euro LDI Update: Political risks complicate the trajectory for fiscal reform
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.
15 September 2026
Fixed income
In Credit Weekly Snapshot – No more zeros
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.
