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When hype meets discipline: A bond investor’s view on credit in AI
In the latest Klay Insights, Akshat breaks down how bond investors are approaching the rapidly evolving AI landscape with caution, clarity and a focus on real credit stories over market noise. From unintended beneficiaries and ecosystem enablers to disciplined spread selection, Akshat highlights where true opportunities may emerge as AI reshapes credit markets. A grounded, pragmatic take in a world full of hype.
Do we position for a USD weakness going into year-end?
As we head into year-end, the USD’s trajectory is back in focus. In the latest Klay Insights, Vaibhav Loomba, Group Head – FX & Rates, examines historical patterns, RSI indicators, and relative value dynamics across G7 currencies, highlighting why conditions may be aligning for potential USD weakness.
China's Rapid AI Adoption and a Framework for Sustainable Earnings Growth
Aadil Ebrahim, Group Head of Equities, captures key observations from recent meetings in Shanghai and Hangzhou, highlighting China's rapid adoption of AI and advanced technology, particularly in healthcare and industrial automation. Despite macroeconomic headwinds and subdued consumer sentiment, the report outlines potential promising drivers for sustainable MSCI China earnings growth.
Why US Investment Grade Spreads are so Tight: The Relative Net Supply Factor
US Investment Grade (IG) spreads remain near multi-decade lows, but this resilience extends beyond investor optimism or risk appetite.
From Abenomics to Sanaenomics
Japan’s political landscape has entered a historic new phase with Sanae Takaichi on track to become the first female Prime Minister. Markets have reacted swiftly and for good reason. In the recent Klay Insights, our Investment Team breaks down the implications of this shift across key asset classes from equities and fixed income to FX, and what it could mean for global investors.
