• CCLA’s October 2026 market outlook flagged a September decline in global equities as central banks lifted rates, pushing bond yields higher.
• It warned of a policy overshoot risk, with investors holding historically large equity allocations as tightening accelerates.
• CCLA linked the rise in US bond yields to higher long-term real GDP growth expectations driven by artificial intelligence.

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. CCLA Investment Management Ltd. published the original content used to generate this news brief on October 05, 2026, and is solely responsible for the information contained therein.