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PIMCO

Why Europe offers security for an uncertain investor

Darius McDermott
01 July 2026
There is scope for both income and a potential re-rating as confidence in earnings sustainability improves.

After a decade of dominance, large-caps face a more level playing field

Emmy Hawker
30 June 2026
Valuation gaps, governance reform and shifting capital flows are reshaping expectations across global regions.

The cheapest investment trusts relative to their own history

Jonathan Jones
30 June 2026
More than 20 investment trusts are on discounts more than 10 percentage points wider than their five-year average.

The inflation challenge beyond the Middle East

Simon Prior
29 June 2026
For much of the past three decades, globalisation acted as a powerful disinflationary force. That regime is now over.

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