Cranstoun, an investment management company, released its October 2026 Investor Letter. The letter highlighted how rising interest rates and financing pressures are reshaping opportunities in AI infrastructure. On September 16, the Federal Reserve raised rates by 0.25 percentage points to 3.75%–4%, its first increase since July 2023. Meanwhile, Brent crude rose from approximately $88 per barrel at the start of September to $104 mid-month before closing at $97.46, while the S&P 500 slipped...
