Publications

Choose an element

634 results

Jul 02, 2026

Credit risk relocated, not removed: Newton’s cradle transmitting risk across BBB, HY, and private credit

US credit looks calm on the surface – spreads tight, headline growth cheerful – but the risk has simply migrated.

Jul 01, 2026

Low earth, high stakes: The LEO satellite race between AI demand and geopolitical fragmentation

SpaceX’s record-breaking IPO puts a public price on a conviction private investors already hold: space is a durable investment vertical, not a passing cycle.

Jun 30, 2026

Code, carbon, kilowatts: AI’s hidden toll and the race to green the grid

Data-center investment reached USD580bn in 2025, putting AI on track to become one of the world's fastest-growing sources of electricity demand.

Jun 25, 2026

Pension Reform Survey 2026: Everyone knows reform is needed, few expect it to happen

Citizens recognize the need for social security reforms, but have far less confidence that reforms will actually be delivered. Our survey of more than 8,000 respondents across Austria, France, Germany, Italy, Poland, Spain, the UK and the US explores public attitudes towards social security reform, pension sustainability and retirement preparedness.

Jun 25, 2026

The semiconductor premium: EM equity and the concentration risk within

Semiconductors are the backbone of the 2026 AI rally.

Jun 22, 2026

Ten Years After Brexit: Resilience Without Revival

Brexit 10 years on: Neither collapse, nor renaissance. As the UK looks for its 7th Prime Minister in 10 years, this week also marks a decade since Brexit roiled markets and divided forecasters.

634 results