Market Update 8 September, with columns by Harry Geels, Gerd-Jan van Wiggen and Bob Homan
Market Update 8 September 2026
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Beyond direct lending in European private credit

Could investors be overlooking part of Europe's private credit market? M&G Investments explores the opportunity beyond sponsored lending.

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Bob Homan (Ruben Eshuis Photography)

Bob Homan: When share prices lose their focus

Which is better: a stock market driven by a handful of winners, or one where almost everything is rising? The answer is less obvious than you might think.

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AMCs: Flexibility meets regulatory discipline

Discover how AMCs combine speed, flexibility and scalable investment strategies with robust governance and regulatory discipline.

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Gerd-Jan van Wiggen: The clause that only comes into play when things go wrong

LLMs can identify hidden clauses that markets only take seriously when financial stress strikes.

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Harry Geels: What the rise of big business means for prosperity

Marx had already predicted the rise of big business. But his conclusions regarding the reasons behind it and what it brings with it are surprisingly different.

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