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Our Scans · (FS.3.00) Investment & Asset Management · Weekly Summary


  • [New] Goldman Sachs Asset Management argues recent corporate credit spread widening is more noise than signal, suggesting markets may be overpricing recession risk. The Idea Farm
  • The main risk is fragmentation: if each Member State develops its own AI-driven systems for rail capacity management, traffic control, or asset monitoring in isolation, Europe will replicate the costly mistakes of past bespoke national implementations. Europe's Rail
  • As Dubai's building stock continues to mature, proactive asset management, targeted retrofits, and robust building services strategies will become increasingly critical. Cundall
  • Asset Management Period 8 is the latest Ofwat-regulated five-year investment cycle for the UK's water sector, running from 2025 to 2030. Atlantic Pumps
  • Infrastructure investment is hardly a new phenomenon in the water sector, but the scale and urgency of current plans - a near doubling of investment in AMP8 - the five-year asset management plan to 2030 - is a significant ramping up, moving beyond the incremental improvements of recent decades. Water Magazine
  • Capital markets are poised for disruption beyond equities into private credit and project finance, with the asset management sector modernizing through fund tokenization. Startups & Giants Media Inc.
  • In 2026, regulators are expected to advance new capital treatment for CLO exposures, increase scrutiny of privately rated credit assets, and push for more transparency around affiliated asset management relationships between insurers and private equity firms. Carta

Last updated: 30 June 2026



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