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Federated Hermes: Weekly Markets Wrap-Up 5 November 2026

Thu, 05 Nov 2026 13:37:30 +0100

In this week’s markets wrap-up, we examine the recent sell-off in French government bonds, the drivers behind the market volatility and whether current valuations present selective opportunities for fixed income investors.

Fidelity: Higher yields put fxed income ETFs in the spotlight

Thu, 05 Nov 2026 13:32:29 +0100

The European UCITS ETF market recorded net inflows of USD 49.9 billion in October, down from the exceptionally high levels seen during the summer months.

PIMCO: With echoes of 1974, a Republican wipeout

Thu, 05 Nov 2026 13:17:27 +0100

In the latest Washington Watch, Libby Cantrill, PIMCO’s Head of Public Policy, discusses the results of the U.S. midterm elections and what it means for policy in the weeks and years ahead.

Wim Zwanenburg: NVIDIA, a chipmaker with macroeconomic clout

Thu, 05 Nov 2026 10:01:28 +0100

^{This column was originally written in Dutch. This is an English translation}

Nvidia has become a stock market barometer and a key financier of the AI revolution. The question is whether that power will bring sustained growth, or merely create new systemic risks.

By Wim Zwanenburg, investment strategist at Stroeve Lemberger, writing in a personal capacity

Ayre Index: AI boom threatens to widen Global Wealth Gap

Thu, 05 Nov 2026 09:30:23 +0100

AI adoption threatens to make rich nations even richer as new research puts potential AI-related impact on GDP after ten years at $ 389 billion for the 15 better-prepared Commonwealth countries, compared with $ 29 billion for the rest.

Swissquote: Chip carnage

Thu, 05 Nov 2026 09:15:20 +0100

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

Global equity markets mostly welcomed the strong win by Democrats, with European and Chinese markets surfing on hopes that the Democratic shift in Congress could increase pressure to undo some tariffs and restore stronger trade ties with the US (although an improvement in trade relations remains a possibility rather than a certainty).

Ortec Finance: From scenario analysis to strategic decisions

Thu, 05 Nov 2026 09:44:51 +0100

^{This article was originally written in Dutch. This is an English translation}

Climate scenarios are essential for strategic decision-making by pension funds. But are the widely used NGFS scenarios sufficient to provide insight into the financial impact of climate risks and portfolio vulnerabilities?

By Tijmen Janssen and Hidde Andringa

Aberdeen: Democrats will push for greater oversight of AI

Wed, 04 Nov 2026 11:52:36 +0100

Lizzy Galbraith, Senior Political Economist at Aberdeen Investments, comments on the US election result:

Swissquote: Congress goes blue, tech & USD under pressure

Wed, 04 Nov 2026 08:56:04 +0100

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

The US midterm elections have gone badly for the Republican camp, with Democrats taking control of the Senate and closing in on a House majority at the time of writing. Markets are reacting globally.

Social bonds are finding their place in investment portfolios (round table on ‘Social Bonds’ – part 2)

Wed, 04 Nov 2026 06:04:32 +0100

^{This report was originally written in Dutch. This is an English translation.}

In Part 2 of the round-table report on Social Bonds, five experts discuss the emergence of new investment instruments, the challenges surrounding impact measurement and the role of social bonds in investment portfolios. The report also examines the relationship between public and private impact investments.

By Hans Amesz

Amba Zeggen: Practice breeds resilience

Tue, 03 Nov 2026 15:45:12 +0100

_{This column was originally written in Dutch. This is an English translation.}

By Amba Zeggen, Lead Risk Culture and Behaviour at Probability & Partners

I could picture it clearly: freezers with a puddle of water underneath, defrosted croquettes, soggy oven pizzas and frozen prawns that had seen better days. Reports of hacked refrigeration systems at supermarkets suddenly make cyber risk a tangible reality. Someone changes a temperature setting remotely. The shopkeeper is left to deal with the damage.

Harry Geels: What do SP and FVD have in common?

Tue, 03 Nov 2026 15:45:14 +0100

_{This column was originally written in Dutch. This is an English translation.}

By Harry Geels

Votes on motions in the House of Representatives often reveal more about the political landscape than a hundred election manifestos. The recent vote on a motion that directly affects our country’s sovereignty was particularly interesting.

Amundi: Bank of England to hike rates this week

Tue, 03 Nov 2026 16:20:44 +0100

Alessia Berardi, Head of Global Macroeconomics & Emerging Markets Strategy at the Amundi Investment Institute, comments on The Bank of England’s upcoming meeting this Thursday:

ST0x: Tokenised ETFs are gaining ground over traditional counterparts

Tue, 03 Nov 2026 12:31:39 +0100

Continuous trading and automatic settlement are seeing professional investors replace traditional ETF allocations with tokenised alternatives, global research from ST0x shows.

Clearwater Analytics: Asset managers yarget yokenization of private markets

Tue, 03 Nov 2026 09:55:11 +0100

44% of 250 senior executives at fund managers across the U.S, Europe, and the Asia-Pacific region plan to offer tokenized investments within the next year, and a further 24% already offer them to their clients, according to a global study commissioned by Clearwater Analytics.

Swissquote: All eyes on the US midterms

Tue, 03 Nov 2026 09:10:03 +0100

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

The week started in a slightly better mood for everything other than tech, as oil prices fell sharply on Monday following a report saying that Trump is willing ‘to give diplomacy more time’ to find a solution in Iran.

Frans Verhaar: Subject the entire portfolio to an AI stress test

Tue, 03 Nov 2026 08:44:49 +0100

_{This column was originally written in Dutch. This is an English translation.}

By Frans Verhaar, Managing Director, Head of Continental Europe, bfinance

When assessing AI risks within investment portfolios, the focus tends to be on equities. However, to identify all blind spots, it is just as important to scrutinise bonds as well.

Joeri de Wilde: A green revolution does not equal phasing out fossil fuels

Tue, 03 Nov 2026 08:25:55 +0100

_{This column was originally written in Dutch. This is an English translation.}

By Joeri de Wilde, Senior Economist at Triodos Investment Management

There is a strong desire for an optimistic climate narrative. But anyone who confuses the rise of clean energy with the phasing out of fossil fuels is counting their chickens before they hatch.

Michiel Koudijs appointed Senior Business Development Manager in the Netherlands at Amundi

Mon, 02 Nov 2026 11:56:16 +0100

Michiel Koudijs has been appointed Senior Business Development Manager in the Netherlands at Amundi.

PIMCO: Commentary on the AI investment boom and the US mid-term elections

Mon, 02 Nov 2026 09:30:01 +0100

Libby Cantrill, Head of Public Policy at PIMCO, discusses how all politics are local and why risks to the AI buildout are rooted in state and local elections rather than the more closely-watched mid-term race for U.S. Congress.

Tjeerd Bosklopper to succeed David Knibbe as CEO of NN Group

Mon, 02 Nov 2026 09:24:50 +0100

Today, NN Group announces that its Supervisory Board intends to appoint Tjeerd Bosklopper as CEO of the company.

Swissquote: Rotation, frayed nerves and the midterm test

Mon, 02 Nov 2026 08:59:45 +0100

By Ipek Ozkardeskaya, Senior Analyst, Swissquote

October has been a month of rotation and frayed nerves. Equities have been on a bumpy ride, with tech under pressure as strong earnings failed to silence concerns about massive AI spending and future returns.

From emergency funding to structural impact (roundtable ‘Social Bonds’ – part 1)

Mon, 02 Nov 2026 10:32:28 +0100

^{This report was originally written in Dutch. This is an English translation.}

The social bonds market has developed significantly since the COVID-19 pandemic. In Part 1 of the round-table report on social bonds, five experts discuss the shift towards structural social objectives, the combination of social and green investments, and the potential for impact in both developed and emerging markets.

By Hans Amesz

PIMCO: ECB is heading towards a December hike

Fri, 30 Oct 2026 12:09:21 +0100

Konstantin Veit, Portfolio Manager at PIMCO, comments on yesterday's ECB meeting:

Fidelity: ECB pauses as inflation and tighter financial conditions compete

Fri, 30 Oct 2026 12:04:19 +0100

Conor Parle, Eurozone economist at Fidelity International, comments on yesterday's European Central Bank (ECB) meeting: