Deutsche Boerse AG ADR

• GG Guinness Global Investors Guinness Global Equity Income Investment Commentary – September 2026 ↗ Guinness Global Equity Income sold Aflac, citing a saturated Japanese market, buyback-supported earnings and a richer valuation, and added Nvidia on AI-infrastructure demand, CUDA-driven switching costs and dividend-growth capacity. It argues Treasury long-bond buybacks could foster fiscal dominance, while Deutsche Boerse and Texas Instruments retain structural growth cases. August 2026 AFL $63BCRM $179BCSCO $377B +3
• GG Guinness Global Investors Guinness Global Equity Income Investment Commentary – October 2026 ↗ Guinness Global Equity Income replaced Aflac with Nvidia, arguing that Nvidia's AI-computing franchise, cash generation and dividend-growth potential fit its quality-income discipline. The portfolio retained defensive and cyclical balance while backing Microsoft, CME, Danone and ABB on their respective operating and strategic cases. third quarter of 2026 ABBNY $152BAFL $63BCME $114B +4
• AP Artisan Partners Zen and the Art of (Apparently) Doing Nothing ↗ Artisan International Explorer Fund initiated Hoshizaki on a margin-expansion thesis and sold Allfunds, Mitra Adiperkasa, Sato, LSL Property Services and Real Matters. It added to Impro, maintained conviction in Glenveagh despite rate concerns, and intensified engagement with Signify after management delayed a return to growth and cut its dividend. Q3 2026 1286 $1.2B6287 $523MAFNDY +8

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