Follow the Capital: A Dive into AI Buildout Financing  

October 25, 2026

AI investment continues to accelerate, but the financing behind the buildout is evolving. The Global Market Strategy team explores how capital is flowing across public and private markets, the growing focus on investment returns, and what it means for positioning across equities and credit.

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A New Era in Global Liquidity

October 12, 2026

Liquidity provision is entering a new era. In this week's Market Matters, Julia Hermann and Sarah Hirsch explore the changing architecture of global liquidity, what this shift means for financial stability, and why investors may need to rethink liquidity management across their portfolios.

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