• Storebrand market strategy kept an overweight in global equities in September 2026 despite a summer surge in long-dated US yields.
• US 30-year Treasury yield rose above 5.3% in August, the highest since 2007, then eased late in the month.
• Fed pricing shifted hawkish; markets implied 17 bps for the Sept. 16 meeting, 38 bps by year-end, 62 bps over 12 months.
• MSCI World gained more than 2% in August, up 13% year-to-date, supported by strong US earnings resilience.
• Emerging markets remained overweight; Storebrand held normal duration in global bonds, kept an overweight in credit, underweight money markets.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Storebrand ASA published the original content used to generate this news brief on September 03, 2026, and is solely responsible for the information contained therein.