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Investment Weekly

Bonds hedging again?
23 October 2026
    Articles

    Chart of the week – Bonds hedging again?

    Chart of the week – Bonds hedging again?

    Click the image to enlarge

    For those worried about the AI boom turning to bust, last week’s market action was a potential taster of how things could unfold. As investors dumped assets perceived as vulnerable to the AI story souring, there were some obvious underperformers: namely, chip-heavy indices in Korea and Taiwan, and the Nasdaq. But it’s how other assets moved that provides some useful signals on how investors can protect themselves.

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