7 institutions have written about this across 12 indexed reports, producing 16 extracted views. The claims below are quoted from those reports; each links to the report it came from and to the asset it concerns.
Schroders' September 2026 commentary on the Australian High Yielding Credit Fund highlights market saturation from record issuance, spread underperformance, and the impact of new issues such as Alphabet's AUD bond. The report provides insights into the…
Schroders raises equity exposure, particularly in US equities and technology, following a July selloff, while cutting duration and maintaining a cautious stance on credit. The fund increased its equity weight from 35% to 37.4% delta-adjusted, added 1% to both…
Equities are flat early amid rising Treasury yields and oil prices, with investors weighing strong earnings from Dell and Palo Alto Networks while monitoring geopolitical tensions. The 10-year yield's highest close since late 2023 and crude's jump near $90…
Julius Baer analysts assess whether equities can withstand rising bond yields, concluding that despite a hawkish Fed and higher yields, resilient economic growth and strong earnings (S&P 500 median growth ~12%, European upgrade cycle) support equity markets.…
Invesco's market outlook for late August 2026 focuses on the resilience of the bull market despite concerns over Federal Reserve policy, AI spending, and government debt. The firm highlights strong earnings, broader market participation, and flat oil as…
Saxo Bank's Market Quick Take highlights Jackson Hole and Fed Chair Warsh's speech as the key event, with markets positioning for a hawkish tone. Equities show a narrow tech-led rally in the US, while Europe falls on French political risk. Bitcoin holds near…
UBS CIO retains a positive view on AI-driven tech despite recent volatility, citing robust AI demand, accelerating monetization, and attractive valuations, while recommending selective diversified exposure.
UBS CIO advises investors to stay invested amid elevated long-end US Treasury yields, favoring short- to medium-maturity quality bonds and gold as a diversifier, while expecting equities to benefit from broadening earnings growth.
OCBC's Daily Treasury Outlook highlights a tense market environment with rising UST yields, geopolitical risks, and mixed economic data. The report covers key central bank meetings, inflation data, and corporate earnings, providing insights on FX, rates, and…