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Market Ethos - 13 October 2026
Hedging the bubble
Is your portfolio leaning into the AI bubble? Bonds might not be a diversifier on a week-to-week or month-to-month basis, but they can help offset your portfolio's AI exposure.
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Investor Strategy - October 2026
Proceed with caution
Despite solid economics and earnings helping to manage higher market yields, are signs of strain starting to show after years of strong performance?
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