Insights

Market intelligence and strategic insights from our strategists.

How could looser bank capital rules impact the US economy?

23 March 2026

What exactly has changed in bank capital regulation, and why now? US regulators have announced a significant recalibration of bank capital rules, marking one of the most consequential shifts in…

How are regulators approaching private credit?

2 May 2025

What is private credit? Private credit refers to any debt financing that occurs outside traditional markets, with funding typically provided by non-bank financial institutions, such as asset managers. These asset…

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