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Latest insights

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Generating alpha in the next AI deal wave

With capex in AI infrastructure showing no signs of slowing, we look at the importance of being highly selective when picking AI deal structures.

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Andrzej Skiba
Sep 04, 2026

Gas discomfort

Gas prices drove European yields higher this week, while Japan prepared for rate hikes and the UK faces mounting inflation and fiscal challenges.

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Mark Dowding
Sep 04, 2026

Physical AI – the rise of the machines

Our EM Equity team discusses humanoid robots, which are emerging as one of the most visible and potentially scalable applications of the AI trend.

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Richard Farrell
Sep 04, 2026

Dollars and Sense podcast

In this episode of Dollars and Sense, we discuss how securitised credit can diversify portfolios and deliver resilient fixed income returns.

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Mike Reed
Sep 03, 2026

Working 9 to 5

U.S. yield curves flattened this week while the Japanese Prime Minister’s approval ratings slumped and European gas prices continued rising.

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Mark Dowding
Aug 28, 2026

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