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John Healey resigned because the money was not there for defence. It may not be there for anything
Bifurcation is emerging in how investors treat the hyperscalers
Investors should feel more confident when BNPL products are regulated like mainstream consumer credit
Collateral change has SSA issuers eyeing sterling — but it has strengthened one bid, not brought in new buyers
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Overwhelming demand the sovereign received makes a farce of investors’ ESG claims -
Primary markets remain in good shape, but they are not firing as well as they were a couple of weeks back
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If Chinese fast fashion retailer lists it must be held to strict standards
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While we may not see the immediate benefits of new private credit fund regulation now, we might see them eventually. We hope not to see them at all
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Some will focus on the higher borrowing costs but proving investor support was more important to the issuer
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Governments may feel they save money with retail issues, but an illiquidity premium looms
