Your search results

Oil prices and bond yields are once again moving in step, as inflation concerns keep both markets firmly in focus.

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.

Disruption fears look overdone – trusted data, regulation and embedded workflows should continue to support resilient information services credits.

The spread between French and German government debt has once again breached 100bps, reflecting a confluence of French fiscal and political pressures.

After a series of policy meetings across the major central banks, the direction of travel for interest rates remains finely balanced.

AI hyperscalers are reshaping the IG credit market, creating attractive dislocations in fundamentally strong issuers – and an attractive entry point.

With average interest rates of 14.7% over the past four millennia, and 4.7% over the past 400 years, the real anomaly was the zero-rate period of the 2000s.

Central bank policy is back at the forefront of investor attention as inflation data challenges expectations of an imminent easing cycle.

In From Monopoly to Age of Empires , we described a world fragmenting into competing technological and economic blocs. Technology, we argued, would not end scarcity.

The global economy has proved more resilient than many expected, but the investment landscape of 2027 looks materially different from a year ago – shaped by conflict in the Middle East, a reversal in interest rate expectations, and an AI-driven capital expenditure (capex) boom of unprecedented scale.