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A turbulent week in markets as oil surged back above $100, inflation fears reignited, and markets whipsawed between escalation risk and uneasy calm.
Three themes — spanning the short, medium and long terms — are likely to underpin the...
We downgraded growth assets to underweight and increased our underweight defensive score. Although we initially expected improving global growth and strong earnings to support equities, the Iran co...
The US securitised credit market has demonstrated strong risk-adjusted return outcomes, often decorrelated to traditional fixed income assets.
John Studzinski, PIMCO Vice Chairman, speaks with Libby Cantrill, PIMCO’s head of public policy, to get the view from Washington on the big topics of the moment. Together they explore what might co...
Banks have pulled back on Fed and geopolitical uncertainty, but M&A potential and regional strength continue to support selective opportunities.
From harbor dredging to niche industrial leaders, small-cap companies can offer differentiated, resilient growth opportunities tied to essential infrastructure rather than broader macro cycles.
• The rebound in risk assets following tensions in the Middle East is more a case of technical repositioning, rather than an improvement in fundamentals. It illustrates a market reflex that has...
In this Economics Weekly, Richard de Chazal looks at aggregate investment spending and the expansion in industrial capacity; he also compares the current cycle with the 1990s and discusses what tho...
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