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Investment forum | 21.10.2026
CFAM Q4 Market Outlook: Credit Cracks the Capex Cycle
CFAM Europe’s CIO, Phil Byrne, explains that the widening crisis in the Middle East is putting growing pressure on energy markets, while early signs of strain in credit are leading investors to question the sustainability of the AI-led capex cycle.
Investment forum | 19.10.2026
The Weekly Compass 19/10/26
Our CIO, John Mullane, shares the latest Market News and Views and gives insights for the week ahead: French budget and Q3 earnings in focus.
Investment forum | 12.10.2026
The Weekly Compass 12/10/26
Our CIO, John Mullane, shares the latest Market News and Views and gives insights for the week ahead: Q3 earnings season the key focus.
Pramit Ghose | 08.10.2026
Six Takeaways from the Strategic Decisions Conference, London
Investors are becoming increasingly selective, according to our Global Strategist, Pramit Ghose. In his latest article, he shares six takeaways from the 42nd Annual Strategic Decisions Conference in London, from a consumer economy splitting in two to the physical infrastructure behind AI and the changing case for defence.
John Mullane | 05.10.2026
The Weekly Compass 05/10/26
Our CIO, John Mullane, shares the latest Market News and Views and gives insights for the week ahead: Irish Budget and central bank minutes in focus in week ahead.
John Mullane | 28.09.2026
The Weekly Compass 28/09/26
Our CIO, John Mullane, shares the latest Market News and Views and gives insights for the week ahead: Eurozone inflation and US Jobs data in focus this week.