Insights
Our latest thinking on ratings and capital.
News from the firm, notes from the conferences we attend and our analysis of rating agency methodology, capital structure and the sectors we advise.
Optimising credit rating outcomes in AI infrastructure financing
The next challenge for the AI infrastructure boom is not simply raising the capital. It is structuring it optimally with credit rating outcomes in mind – which means ratings analysis needs to enter the capital structure conversation much earlier.
Powering the AI revolution: credit ratings agency scrutiny and the criticality of credit ratings in data centre financing
Rating agencies are stress-testing AI infrastructure financings like never before. The Oracle case shows that a credit rating is now an operational threshold – and every notch matters.
Rendez-Vous de Septembre 2026: four themes that will dictate the 1/1 renewals
Our read-across from the AM Best, Fitch, Moody’s and S&P Global briefings in Monte Carlo: terms and conditions, capital buffers versus margin erosion, US casualty, and alternative capital.
Discuss what this means for you
If any of these themes touch your own rating or capital structure, we would be glad to talk it through – starting with a free, strictly confidential initial consultation.