INSIGHTS

The U.S. and Israeli attack on Iran, resulting in the elimination of Iran’s leadership, is a serious development for regional political and global energy price stability as it could set off moderate to material demand-supply imbalances.

The Supreme Court of the United States (SCOTUS) announced in a 6-3 ruling that tariffs imposed under the International Emergency Economic Powers Act (IEEPA) exceeded the powers of the president.

Fading cash yields could see a powerful rotation into credit markets, while AI growth financing and the emerging markets could offer new opportunities. Peter Bentley gives his 6 potential catalysts for credit investments in 2026.

From a global perspective, we believe infrastructure could be on the brink of transformation, fueled by seismic shifts in energy, technology, and policy. From the race to modernize power grids and digital networks to the drive for resilient, sustainable cities, infrastructure investment may have the potential to redefine how the world connects, builds, and grows.