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Japan and South Korea set a critical summit amid market volatility
South Korea says it will pursue all options to avoid Samsung strike
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A weekslong rout in global government bonds intensified Friday, sending the yield on the benchmark 10-year U.S. Treasury note to its highest level in more than a year, and halting a stock rally that had just carried the S&P 500 and Nasdaq composite to new records.
Bonds have been hurt for months by the rise in energy prices sparked by the U.S.-Iran conflict. But they came under particular pressure Friday thanks to a confluence of disparate developments worldwide, dragging down major indexes from Tokyo to New York, with the S&P 500 dropping 1.2% from Thursday’s all-time high.
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Ian Bezek is a former hedge fund analyst at Kerrisdale Capital. He has spent the decade living in Latin America, doing the boots-on-the ground research for investors interested in markets such as Mexico, Colombia, and Chile. He also specializes in high-quality compounders and growth stocks at reasonable prices in the US and other developed markets. Ian leads the investing group Ian’s Insider Corner. Features of the group include: the Weekend Digest which covers everything from new ideas to updates on current holdings and macro analysis, trade alerts, an active chat room, and direct access to Ian. Learn More.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of ROP either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
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MD, CEO & Executive Director
Good afternoon, everyone, and welcome to IAG’s 2026 Investor Day. I’m joined here by our Chief Financial Officer, William McDonnell; our COO, Neil Morgan; the CEOs of our divisions, Julie, Jarrod and Phil and other members of the executive team of IAG are all sitting in the front row here in Sussex Street. We’re holding today’s event on IAG Sydney’s offices on the lands of the Gadigal people. And so we acknowledge the traditional owners of country throughout Australia, and we recognize their continuing connection to lands, waters and the community. I pay my respects to elders past, present and emerging.
Many of you have been on the bus trip this morning attending the showcases at our research center and the major event command center. And I hope you enjoyed the insights and the kind of uniqueness of IAG that you’ve just seen. Just in terms of agenda, as you can see, we’ve got a full agenda this afternoon. But within that, we’re going to break for a couple of times for questions after a couple of the sessions. And
Japan and South Korea set a critical summit amid market volatility
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