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Samir Bouheraoua, CFA
Samir Bouheraoua, CFA
11 August 2026
In Credit Weekly Snapshot – A little less conversation
In Credit Weekly Snapshot – A little less conversation
11 August 2026
The US July jobs report had plenty to say – little of it good. The economy shed 23,000 jobs versus consensus expectations for an 80,000 gain.
Central banks face a global reserves paradox
Central banks face a global reserves paradox
11 August 2026
Reserves are growing, but so is the reluctance to use them.
Thames River Capital LLP - Pillar 3 Disclosure 2026
Thames River Capital LLP - Pillar 3 Disclosure 2026
5 August 2026
In Credit Weekly Snapshot – Carry On Wayward Son
In Credit Weekly Snapshot – Carry On Wayward Son
4 August 2026
Keep calm but don’t count on carry from the yen! Meanwhile, the US-Iran narrative and AI-related issuance continued to influence markets.
UK Real Estate: Talking Points July 2026
UK Real Estate: Talking Points July 2026
29 July 2026
Welcome to our concise quarterly snapshot of current real estate market trends.
In Credit Weekly Snapshot – Get Off of My Cloud
In Credit Weekly Snapshot – Get Off of My Cloud
28 July 2026
As hyperscalers remain locked in an AI-funding arms race, are we seeing signs
of indigestion in credit markets?
Market Perspectives: Tipping point?
Market Perspectives: Tipping point?
28 July 2026
The coming week may turn out to be a tipping point for markets over the summer, as investors assess key developments in monetary policy, corporate earnings and geopolitics.
David Moss
David Moss
27 July 2026
Gregory Turnbull Schwartz
Gregory Turnbull Schwartz
23 July 2026
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In Credit Weekly Snapshot – A little less conversation
In Credit Weekly Snapshot – A little less conversation
11 August 2026
The US July jobs report had plenty to say – little of it good. The economy shed 23,000 jobs versus consensus expectations for an 80,000 gain.
Central banks face a global reserves paradox
Central banks face a global reserves paradox
11 August 2026
Reserves are growing, but so is the reluctance to use them.
In Credit Weekly Snapshot – Carry On Wayward Son
In Credit Weekly Snapshot – Carry On Wayward Son
4 August 2026
Keep calm but don’t count on carry from the yen! Meanwhile, the US-Iran narrative and AI-related issuance continued to influence markets.
UK Real Estate: Talking Points July 2026
UK Real Estate: Talking Points July 2026
29 July 2026
Welcome to our concise quarterly snapshot of current real estate market trends.
In Credit Weekly Snapshot – Get Off of My Cloud
In Credit Weekly Snapshot – Get Off of My Cloud
28 July 2026
As hyperscalers remain locked in an AI-funding arms race, are we seeing signs
of indigestion in credit markets?
Market Perspectives: Tipping point?
Market Perspectives: Tipping point?
28 July 2026
The coming week may turn out to be a tipping point for markets over the summer, as investors assess key developments in monetary policy, corporate earnings and geopolitics.
Security, supply and the energy transition
Security, supply and the energy transition
23 July 2026
Geopolitical shocks have reframed the energy transition as a question of security as well as climate. As governments seek more resilient, affordable energy systems, long-term investors can find opportunities in the infrastructure powering the shift.
Asset Allocation update - Q3 2026
Asset Allocation update - Q3 2026
22 July 2026
Hopes of a swift resolution to the conflict in the Middle East are being challenged by recent events. We have once again seen the ‘closure’ of the Strait of Hormuz by Iran and a blockade of Iranian shipping reinstated by the US.
Europe’s industrial revolution brings new growth opportunities
Europe’s industrial revolution brings new growth opportunities
22 July 2026
Europe is at a pivot point, caught between geopolitical uncertainties, industrial change and an inversion of the sources of growth. Behind this volatility lies deep structural change.
In Credit Weekly Snapshot – London calling
In Credit Weekly Snapshot – London calling
21 July 2026
As Andy Burnham swaps being Mayor of Manchester for UK Prime Minister,
how much fiscal wiggle room does he actually have?