Storebrand AM moves global duration back to neutral as AI concerns push yields lower
Oslo, Norway, 4 November 2026 – After seven consecutive months of rising long-term yields, the trend reversed in October. Storebrand AM has moved duration in global government bonds from underweight back to neutral, while maintaining underweight duration in Norwegian and Swedish government bonds.
The change follows concerns about the returns on, and financing of, large-scale AI investments, whi