MARKETS
Are the Magnificent 7 in bubble territory?
High growth and concentration make these stocks both powerful and risky....
AI, uncertainty, and opportunity ahead of 2026
Investors face volatility, but innovation and Europe’s growth potential...
Active advantage on short-term opportunities
Is flexibility the key to strong returns?
Tariff uncertainty boosts gold and copper again
Which other commodities should investors be targeting in 2025?
PIMCO Outlook: The fragmentation era
With the world order in flux, investors can look to fortify portfolios...
Revisiting certain uncertainty
Many expected fireworks from Trump’s presidency, but few anticipated the...
Volatility isn't new – it's normal
In Mike Fox's years as a professional investor, it feels like periods of...
60/40s stand the test of time
Will diversification continue to soften market blows?
Focus on stability amid turbulence
Daniel J. Ivascyn, Group Chief Investment Officer, PIMCO, maintains a focus...
Why are investors turning to emerging market short bonds?
Hard currency bonds stand out amid global uncertainty.
What remains undervalued after the rally?
With US equities above fair value estimates, opportunities lie in overlooked...
Reflecting on a chaotic quarter
How did conflict and trade measures impact businesses, investors and markets?...
