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What sectors are well placed to enjoy real AI gains?
What sectors are well placed to enjoy real AI gains?
8 April 2026
As artificial intelligence investment surges across industries, real progress varies widely. Drawing on conversations with more than 50 European companies, we explore who is truly prepared for AI‑driven disruption and who risks being left behind.
EMEA Credit Analysts team
EMEA Credit Analysts team
8 April 2026
Fanni Pfeningberger
Fanni Pfeningberger
1 April 2026
Are high yield bonds the place to hide in levered credit?
Are high yield bonds the place to hide in levered credit?
1 April 2026
High yield bonds combine improved credit quality with limited exposure to AI-driven disruption, setting them apart within levered credit.
In Credit Weekly Snapshot – Pump it up (when you don’t really need it)
In Credit Weekly Snapshot – Pump it up (when you don’t really need it)
31 March 2026
Rising petrol prices will eventually feed into higher inflation, which is being
reflected in the pricing of government bonds.
What five weeks of conflict mean for emerging market debt
What five weeks of conflict mean for emerging market debt
30 March 2026
EM spreads are holding up well as energy route disruption from the Iran war continues, but differentiation is occurring across sovereign credits as investors reassess future risk.
Market Perspectives: Where next for commodity prices?
Market Perspectives: Where next for commodity prices?
30 March 2026
Today we look at the potential upside – and even downside – risks to the oil price and other commodities from the Iran war and where they might go from here.
In Credit Weekly Snapshot – The curve that got away
In Credit Weekly Snapshot – The curve that got away
24 March 2026
The EUR swap curve is telling a fascinating story amid the Iran conflict.
Market Perspectives: The fog of war and monetary policy
Market Perspectives: The fog of war and monetary policy
23 March 2026
Today we will look at Iran and the impact on central banks.
Conviction in both quant and fundamental research to pursue alpha
Conviction in both quant and fundamental research to pursue alpha
19 March 2026
How we work to drive client outcomes through a combination of disciplined quantitative models and fundamental research driven company-level insights.
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What sectors are well placed to enjoy real AI gains?
What sectors are well placed to enjoy real AI gains?
8 April 2026
As artificial intelligence investment surges across industries, real progress varies widely. Drawing on conversations with more than 50 European companies, we explore who is truly prepared for AI‑driven disruption and who risks being left behind.
Are high yield bonds the place to hide in levered credit?
Are high yield bonds the place to hide in levered credit?
1 April 2026
High yield bonds combine improved credit quality with limited exposure to AI-driven disruption, setting them apart within levered credit.
In Credit Weekly Snapshot – Pump it up (when you don’t really need it)
In Credit Weekly Snapshot – Pump it up (when you don’t really need it)
31 March 2026
Rising petrol prices will eventually feed into higher inflation, which is being
reflected in the pricing of government bonds.
What five weeks of conflict mean for emerging market debt
What five weeks of conflict mean for emerging market debt
30 March 2026
EM spreads are holding up well as energy route disruption from the Iran war continues, but differentiation is occurring across sovereign credits as investors reassess future risk.
Market Perspectives: Where next for commodity prices?
Market Perspectives: Where next for commodity prices?
30 March 2026
Today we look at the potential upside – and even downside – risks to the oil price and other commodities from the Iran war and where they might go from here.
In Credit Weekly Snapshot – The curve that got away
In Credit Weekly Snapshot – The curve that got away
24 March 2026
The EUR swap curve is telling a fascinating story amid the Iran conflict.
Market Perspectives: The fog of war and monetary policy
Market Perspectives: The fog of war and monetary policy
23 March 2026
Today we will look at Iran and the impact on central banks.
Conviction in both quant and fundamental research to pursue alpha
Conviction in both quant and fundamental research to pursue alpha
19 March 2026
How we work to drive client outcomes through a combination of disciplined quantitative models and fundamental research driven company-level insights.
Middle East: Markets brace for extended disruption
Middle East: Markets brace for extended disruption
19 March 2026
With the economic impact of the crisis hinging on the flow of oil, investors should remain disciplined and focus on long‑term fundamentals over fast‑moving headlines.
Market Perspectives: What will central banks do about $100 oil?
Market Perspectives: What will central banks do about $100 oil?
17 March 2026
Events in the Middle East mean uncertainty for financial markets. That said, moves remain relatively modest. The S&P 500 stands around 5% lower.