Rising bond yields pose a key risk to global equities as they navigate the historically weak month of September, according to JPMorgan Chase & Co.’s Grace Peters.

Strong US earnings growth should push stocks even higher before the outlook becomes less certain in 2027, with a risk that margins come under pressure, according to Bhanu Baweja, chief strategist at UBS Group AG.

Equities face no serious threat from higher bond yields or oil prices as long as Brent crude stays below $100 a barrel, according to Maximilian Uleer of Deutsche Bank AG.

The US’s decision to sell euros to support Japan’s currency without warning European policymakers is adding to geopolitical risks and further dimming the appeal of longer-maturity government bonds, according to BlackRock Inc.

UK Business Secretary Peter Kyle said the governing Labour Party’s industrial strategy will survive its looming change of leadership, arguing Keir Starmer’s likely successor, Andy Burnham, was “already committed” to the policy.

European NATO allies have mostly replaced the assets that the US has cut from its rescue plans in case of a war in Europe, Deputy Supreme Allied Commander Europe Sir John Stringer said in an interview.

Hayfin Capital Management has raised more than €15 billion ($17.1 billion) for its new flagship direct lending fund in the latest sign that institutional investors are concentrating commitments with the biggest firms in the $1.8 trillion private credit market.

Prosus NV said profit more than doubled in the last fiscal year, beating analysts’ estimates as growth in the tech investment company’s e-commerce businesses and an increase in the value of the stake it owns in China’s Tencent Holdings Ltd. boosted earnings.

Prosus NV said profit more than doubled in the last fiscal year, beating analysts’ estimates as growth in the tech investment company’s e-commerce businesses and an increase in the value of the stake it owns in China’s Tencent Holdings Ltd. boosted earnings.

Big tech stocks could turn more attractive in the artificial intelligence trade as chipmakers show continued volatility, according to Goldman Sachs Group Inc. strategist Christian Mueller-Glissmann.

Conservative leader Kemi Badenoch will set out plans to make the UK “investable” in a speech Thursday in the City of London designed to help revive the flagging fortunes of Parliament’s main opposition party.

The recent selloff in technology stocks is a healthy sign after an increase in speculative positioning in the sector, according to Goldman Sachs Group Inc.’s head of asset allocation research.

European equities could attract investors who are worried about the dominance of a handful of technology stocks, according to Sharon Bell, senior European equity strategist at Goldman Sachs Group Inc.

Austria’s Erste Group Bank AG is ready to consider bolt-on acquisitions in all of its countries as it works to integrate its largest ever acquisition in Poland.

European regulators should avoid adjusting electricity pricing in case it puts at risk investment in clean energy, according to Statkraft AS, the region’s top producer of renewable power.

European regulators should avoid adjusting electricity pricing in case it puts at risk investment in clean energy, according to Statkraft AS, the region’s top producer of renewable power.

Paul Markham, head of global equities at GAM Investment, expects investors will remain cautious despite Tuesday’s relief rally, saying it’s “quite difficult to believe” the current bounce will be sustained.

Inflation is a bigger concern than economic growth as the European Central Bank assesses the implications of the war in Iran, according to Governing Council member Joachim Nagel.

Inflation is a bigger concern than economic growth as the European Central Bank assesses the implications of the war in Iran, according to Governing Council member Joachim Nagel.

Sustained higher oil prices resulting from conflict in the Middle East may fuel inflation in South Africa, though the buffers built by the government should help keep its debt-consolidation plans on track, the finance minister said.