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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.
5 October 2026
Equity
Artificial intelligence: implications for the economy and equity and fixed income markets
Artificial intelligence has moved from a narrow technology theme to a broad investment, productivity and financing cycle that will impact almost every aspect of financial markets.
29 September 2026
Fixed income
In Credit Weekly Snapshot – Let’s dance
Oil prices and bond yields are once again moving in step, as inflation concerns
keep both markets firmly in focus.
28 September 2026
Multi-Asset
Market Perspectives: What’s in store for Q4?
Four factors are likely to have an important bearing on financial markets in the fourth quarter of 2026: US politics, fiscal policy in the UK and France, developments involving Iran, and the corporate earnings outlook.
28 September 2026
Fixed income
Data with destiny: Information services show structural resilience in the age of AI
Disruption fears look overdone – trusted data, regulation and embedded workflows should continue to support resilient information services credits.
22 September 2026
Fixed income
In Credit Weekly Snapshot – Encore une fois
The spread between French and German government debt has once again
breached 100bps, reflecting a confluence of French fiscal and political pressures.
21 September 2026
Multi-Asset
Market Perspectives: The roadmap for central banks
After a series of policy meetings across the major central banks, the direction of travel for interest rates remains finely balanced.
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.
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