Market Commentary
Nobody votes on artificial intelligence, everyone votes on the electricity bill
Market Commentary from CIO Dr Fadi Zaher
October 19, 2026
9 min read
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Market Commentary
Credit Quarterly Outlook: Crowding Out
Market Commentary from CIO Victor Verberk and Strategist Bob Stoutjesdijk
September 30, 2026
18 min read
Market Commentary
If AI is as big as everyone says, why not just own it?
Market Commentary from CIO Dr Fadi Zaher
September 21, 2026
7 min read
Market Commentary
Money Matters: Investing in the Yield Era, One Layer Down
The bottom of the US high yield market looks like it is getting worse. Look closer and it is splitting in two.
August 27, 2026
10 min read
Market Commentary
The U-Turn and the Crowd
Market Commentary from CIO Fadi Zaher
August 13, 2026
7 min read
Technology & AI
The Future of Asset Management is Already Here
The asset management industry faces cost pressure from several directions
August 12, 2026
12 min read
Market Commentary
Credit Inside: Q2 Market Review
Credit markets remain resilient, but tight valuations call for quality, careful selection and readiness for repricing.
July 20, 2026
12 min read
Market Commentary
The Heat Beneath the Numbers
Market Commentary from CIO Fadi Zaher
July 16, 2026
4 min read
Technology & AI
Venture capital risks wrapped in investment grade ratings
Why parts of the AI infrastructure buildout don’t behave like the investment grade credit they’re rated
July 6, 2026
7 min read