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Joshua Riefler
Product Reporting Lead
London

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10 min
Geopolitics Asset allocation Global Multi-asset Quarterly Asset Allocation Outlook Article
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The rally: Refusing to yield?

Find out why we remain constructive but increasingly selective as AI investment supports equities, rising yields create opportunities in government bonds, and geopolitical risks complicate the outlook.

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Supriya Menon
Supriya Menon
Joshua Riefler
Joshua Riefler
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10 min
Article
2027-10-31
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