Markets

Market Trends: August 2026
Market Trends
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Markets
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Market Trends: August 2026
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Private credit's noisy quarter explained: why institutions are still buying in
Markets
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Private credit's noisy quarter explained: why institutions are still buying in
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What recent redemptions, fundraising and default data reveal about conditions across global private credit markets.

All in on AI? 3 ways to reduce concentration risk
Markets
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All in on AI? 3 ways to reduce concentration risk
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AI capex is fuelling market returns, but rising concentration brings risks investors should understand.

Moonshot
Markets
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Moonshot
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Softer US inflation took a rate hike off the table, oil prices rebounded on Iran...

Southern route
Bassanese Bites
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Macro & markets
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Markets
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Southern route
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Iran reasserts control of the Strait, AI gets a second wind on two big Asian...