Market Update 29 September, with columns by Harry Geels, Han Dieperink and Dick Kamp
Market Update 29 September 2026

Lunch Webinar Discussion 'Emerging Market Equities'

Will the EM rally continue? On Wednesday 30 September, from 12 to 1 pm, Louis-Vincent Gave, Catriona Macnair and Robert Secker will be discussing EM Equities.

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Han Dieperink: Interest rates and share prices are rising in tandem

Higher interest rates and rising share prices seem difficult to reconcile. Yet they can go hand in hand, as long as profit growth remains strong enough.

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Harry Geels: The myth of unearned wealth

Terms such as ‘unearned wealth’ and ‘taxable windfalls’ are not standard economic concepts, but are used to justify certain forms of taxation.

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