United StatesRecent Posts
Orbit disruption: credit opportunities in the satellite market
Starlink’s ascent to dominate consumer satellite broadband has de-rated sector debt, but many incumbents remain competitive in growing niches of satellite communications
Autonomous driving technologies gain traction
Chinese carmakers are leading the integration of advanced driver-assistance systems, promising to reinvigorate the shift towards vehicle electrification
Overcoming obstacles to grid decarbonisation in Europe
Far-sighted policies are needed to address barriers to infrastructure investment and to unlock the capital to transform the region’s power system
EM corporate bonds: Could Trump’s tariffs create opportunities?
While emerging markets corporates must navigate the uncertainty of tariffs, the heightened unpredictability and greater volatility creates more market dislocations, enhancing the potential for alpha generation.
Addressing the hidden water footprint of data
Innovative technologies can help data centre operators reduce their water-related dependencies, creating opportunities for investors amid rising demand for a finite resource
Approach with caution: why the US deficit poses risks for Treasuries
We believe the market is mispricing the risks embedded in US government debt, meaning investors should consider alternative strategies