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Geopolitics remain a key market concern, despite being hard to measure, with tensions feeding through to oil prices, inflation concerns and bond markets.

Strong demand, robust issuer fundamentals and clearer communication should help the market absorb the expected surge in artificial intelligence-related bond issuance.

Higher-for-longer rate expectations and geopolitical tensions shaped UK LDI funding markets in Q3, while resilient repo liquidity, rising year-end costs and broader funding options kept flexibility firmly in focus.

Economies and financial markets remain resilient despite heightened inflation risks. These are shaping central bank policy and interest-rate expectations, pushing bond yields to levels not seen since before the global financial crisis.

Explore Pyrford's Q3 2026 investment outlook covering bond yields, equity valuations, corporate profits and market risks.

Oil markets have received some comparatively encouraging signals from the Middle East, but the improvement in physical supply has yet to translate into a decisive fall in prices.

Artificial intelligence (AI) is driving one of the largest infrastructure investment cycles in decades. But converting billions of dollars of planned spending into operating data centres will depend on more than access to electricity.