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Market Ethos - 14 September 2026
Looking beyond the yield headlines
With government debt service cost globally sitting at about $2 trillion, is this why yields are moving higher and is a government debt crisis finally upon us?
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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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