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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.

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

Emmy Hawker
18 June 2026
Managers cite decade-low valuations, a rare FTSE 250 yield inversion and rising takeover premia as reasons to build exposure.

Brexit a decade on

Michael Browne
17 June 2026
Franklin Templeton's Michael Browne revisits the case for UK assets a decade on, finding that corporate earnings have been more resilient than the political turmoil implied.

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