A new beginning is certainly what the global financial system needs, and perhaps a few financial servants will benefit from one too. Not that I’d wish unemployment on myself or anyone else, but it’s nice to talk to these folks and remember that losing your job does not mean all is lost. In fact, there’s probably a fair bit to gain from the experience.
Opinion
The roughly US$2 trillion ($2.8 trillion) sell-off in the global software sector since September 2025 is, while a painful drawdown for growth investors, also a timely reminder that asset owners should be more alert to stock-specific dispersion and hidden concentration risk inside portfolios, writes JANA head of research execution, Matthew Gadsden.






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