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Market Ethos - 19 October 2026
Tracking the AI buildout
Given AI's heft, there will likely be a number of oscillations in AI excitement and the market. This could persist for many quarters or even years, which brings us to how to watch for signs the bubble is at risk.
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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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