ROBECO

Energy security: How AI and electrification are driving infrastructure investment

Robeco’s lead Energy and Utilities sector analyst, Farahnaz Pashaei Kamali, argues that energy security is evolving beyond access to affordable...

POLAR CAPITAL

UK Budget reaction: No harm Healey

John Healey's first Budget as Chancellor was billed as a "do no harm" Budget and appears to have achieved that...

ALGEBRIS INVESTMENTS

Global Equity Bullets | October 2026

The apparent stability on the surface hides significant movement underneath. Focus is now on monetization and capex funding rather than...

PIMCO

U.K. Budget: Breathing Space, for Now

The Budget bought the government some time, but questions remain over borrowing, spending pressures, and the credibility of its deficit-reduction...