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News & Research

PIMCO

The S&P 500 now yields less than a savings account – what should investors do?

Matteo Anelli
23 June 2026
The world's most popular index has become one enormous bet on AI.

Large-cap domination is not just a US phenomenon

Emmy Hawker
22 June 2026
The reasons smaller companies have struggled go well beyond the rise of US mega-cap tech, according to fund managers.

Oil tankers: The post-crisis opportunity

Mike Clements and Pras Jeyanandhan
22 June 2026
Why the end of the Hormuz crisis could be the start of a multi-year structural opportunity in crude shipping.

After the IPO: SpaceX is a great company – but is it a great investment?

Emmy Hawker
18 June 2026
The public listing has confirmed SpaceX’s dominance, but its valuation demands flawless execution.

Miles below fair value: Why investment trusts think now is the time for UK mid-caps

18 June 2026

‘Better the devil you know’: Why the UK political status quo is better for investors

17 June 2026

Brexit a decade on

17 June 2026

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