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LatAm: Positioning at multi‑year highs – BNY

BNY’s EMEA Macro Strategist Geoff Yu reports that Latin American sovereign debt positioning in global portfolios has climbed to multi-year highs, with combined holdings in Brazil, Mexico, Argentina, Chile, Colombia and Peru now above 2023 peaks.
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AI sector: Construction, capex and healthcare in focus – ING

ING’s Julian Geib outlines how Artificial Intelligence is reshaping real‑economy sectors in 2026. Data centre construction is booming but faces power and cost constraints, with EU building activity expected to recover.
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