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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
David Moss
David Moss
23 July 2026
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?
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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?
Market Perspectives: A(nother) new dawn for the UK
Market Perspectives: A(nother) new dawn for the UK
20 July 2026
The UK has a new prime minister – its seventh in just over a decade – and another opportunity to reset the country’s economic narrative.
Q2 2026 repo update
Q2 2026 repo update
20 July 2026
The Iran conflict and the impact of the closure of the Strait of Hormuz on energy prices dominated the second quarter.
From policy to portfolio: investing in UK natural capital
From policy to portfolio: investing in UK natural capital
20 July 2026
We are always searching for opportunities to align financial and environmental outcomes. Biodiversity Net Gain legislation is one such investable opportunity, linking ecological restoration with durable, policy-supported returns.