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Data centres: the credit opportunity beyond hyperscalers
Data centres: the credit opportunity beyond hyperscalers
16 July 2026
As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.
Decoding investment signals from the AI build-out
Decoding investment signals from the AI build-out
16 July 2026
The artificial intelligence (AI) boom is dominating the narrative in global equity markets and reshaping the investment opportunity set.
In Credit Weekly Snapshot – Back on the chain gang
In Credit Weekly Snapshot – Back on the chain gang
14 July 2026
France’s finances remain an issue, with political instability likely to delay efforts
to tackle the deficit. Elsewhere, the Middle East weighs on central banks.
The loudest story isn’t always the winning play
The loudest story isn’t always the winning play
14 July 2026
Market drama may dominate headlines, but disciplined research, process and conviction remain essential to generating long-term investment performance across cycles.
Market Perspectives: High stakes in Hormuz
Market Perspectives: High stakes in Hormuz
13 July 2026
Today, as we have been for many months now, we'll be asking is the Strait of Hormuz open or closed, and what does it mean?
Guillaume Langellier
Guillaume Langellier
10 July 2026
Should investment grade prime office landlords worry about AI?
Should investment grade prime office landlords worry about AI?
10 July 2026
AI is reinforcing prime office demand in the short term, but the bigger question is whether productivity gains will ultimately limit hiring and space needs.
Columbia Threadneedle REP AM Limited – Pillar 3 Disclosure 2025
Columbia Threadneedle REP AM Limited – Pillar 3 Disclosure 2025
10 July 2026
Regine Wiedmann
Regine Wiedmann
7 July 2026
In Credit Weekly Snapshot – The long and winding road
In Credit Weekly Snapshot – The long and winding road
7 July 2026
Europe's biggest economies are slowly increasing defence spending, but a three-speed approach is emerging. Elsewhere, core markets bear steepened.
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Data centres: the credit opportunity beyond hyperscalers
Data centres: the credit opportunity beyond hyperscalers
16 July 2026
As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.
Decoding investment signals from the AI build-out
Decoding investment signals from the AI build-out
16 July 2026
The artificial intelligence (AI) boom is dominating the narrative in global equity markets and reshaping the investment opportunity set.
In Credit Weekly Snapshot – Back on the chain gang
In Credit Weekly Snapshot – Back on the chain gang
14 July 2026
France’s finances remain an issue, with political instability likely to delay efforts
to tackle the deficit. Elsewhere, the Middle East weighs on central banks.
The loudest story isn’t always the winning play
The loudest story isn’t always the winning play
14 July 2026
Market drama may dominate headlines, but disciplined research, process and conviction remain essential to generating long-term investment performance across cycles.
Market Perspectives: High stakes in Hormuz
Market Perspectives: High stakes in Hormuz
13 July 2026
Today, as we have been for many months now, we'll be asking is the Strait of Hormuz open or closed, and what does it mean?
Should investment grade prime office landlords worry about AI?
Should investment grade prime office landlords worry about AI?
10 July 2026
AI is reinforcing prime office demand in the short term, but the bigger question is whether productivity gains will ultimately limit hiring and space needs.
In Credit Weekly Snapshot – The long and winding road
In Credit Weekly Snapshot – The long and winding road
7 July 2026
Europe's biggest economies are slowly increasing defence spending, but a three-speed approach is emerging. Elsewhere, core markets bear steepened.
From pitch to portfolios: A shrinking margin of error
From pitch to portfolios: A shrinking margin of error
7 July 2026
Like knockout football, today’s markets reward preparation and balance. With less margin for error, diversified portfolios help investors compete.
Market Perspectives: Playing for time
Market Perspectives: Playing for time
6 July 2026
After an intense first half, financial markets appear to be entering a more measured phase.
Pyrspectives - Is it a bubble?
Pyrspectives - Is it a bubble?
6 July 2026
Explore Pyrford's Q2 2026 market outlook, analysing the AI investment boom, hyperscaler capex, AI monetisation trends, data centre constraints, US dollar strength, inflation risks and global economic developments.