Insights（英語のみ）

As hyperscalers commit vast sums to data centres, the more compelling story for credit investors may be the manufacturers supplying the physical infrastructure.

The artificial intelligence (AI) boom is dominating the narrative in global equity markets and reshaping the investment opportunity set.

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.

Market drama may dominate headlines, but disciplined research, process and conviction remain essential to generating long-term investment performance across cycles.

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?

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.

Europe's biggest economies are slowly increasing defence spending, but a three-speed approach is emerging. Elsewhere, core markets bear steepened.

Like knockout football, today’s markets reward preparation and balance. With less margin for error, diversified portfolios help investors compete.

After an intense first half, financial markets appear to be entering a more measured phase.