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vianne mercer

  1. Vianne Mercer

    The 2026 "AI Bifurcation" – Lessons from the Feb 11 US Market Shift

    Hi everyone, I’m a CFA charterholder currently based in New York, and I wanted to share some observations from the US tape that might impact those of us managing global/cross-border portfolios. Yesterday (Feb 11), we saw something very specific: a "shifting of gears." While the S&P 500 remained...

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