Market Update 3 November 2026, with columns by Harry Geels, Amba Zeggen, Joeri de Wilde and Frans Verhaar
Market Update 3 November 2026
Frans Verhaar: Subject the entire portfolio to an AI stress test
AI risks extend beyond equities. Growing exposure in bond portfolios and private financing makes portfolio-wide stress testing essential to uncover hidden concentrations.
Discussing geopolitical risks is one thing, being prepared for them is quite another. Targeted crisis exercises highlight vulnerabilities and strengthen resilience.
Harry Geels: Political opponents sometimes turn out to be allies
Why do political opponents sometimes vote the same way? A vote on the European right of veto illustrates why the traditional left-right divide falls short.