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Rising sovereign bond yields across major economies signal persistent inflation fears and prolonged central bank caution, increasing pressure on high-valuation tech stocks.

Impact: Higher risk-free rates compress equity multiples and increase corporate borrowing costs, necessitating a shift toward quality and cash-generative assets.

— from Navigating Market Volatility: BASF, 3i Group & Unilever Analysis · Aktien fürs Leben· Apr 01, 2026