Guaranty Trust Holding Company Plc

• EC East Capital Market Commentary: Q3 2026 – The AI trade passes its first test ↗ East Capital reduced AI-capex exposure before July's leverage shakeout and retains a defensive stance as Treasury yields and commodity prices dominate market direction. It increased Greek exposure, added regional refiners and CSG in Eastern Europe, while cutting Turkish holdings. The firm sees frontier markets as a differentiated source of domestically driven growth. Q3 2026 ALBKY $12BPIRBF $13BSKHY $729B +1

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