- Investment Report October 2026 ACATIS bought Allianz, Booking Holdings, Infineon, Kokusai Electric and Aixtron on valuation-led weakness, while taking profits in ASML and selling takeover candidates Allfunds and Shoper. The firm warns that AI-led capital-market excesses could culminate in a crisis, while favouring quality companies, selective corporate bonds and sustainable value investments. September 2026 LSRCF $3.2TTSM $2.1T
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