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Market Ethos - 28 September 2026
Turning up the heat
Yields are up and markets don’t seem to be bothered, mainly because this yield move is being driven by the good news story of stronger economic growth.
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Investor Strategy - September 2026
Back to the drawing board
Global equity markets moved higher in August following a strong corporate earnings season. Despite solid performance, are we leaning more defensive as markets head into the more challenging fall season?
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