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News & Research

PIMCO

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.

The fund that's held AI winners through the rally and is now conflicted about selling

Matteo Anelli
19 June 2026
Brunner's Julian Bishop on why the trust sits between two ideological extremes.

Do bond markets have an AI spending problem?

Emmy Hawker
19 June 2026
Big tech’s AI capex boom is ‘gargantuan’, according to BNY fixed income manager.

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

18 June 2026

Takeover activity shows UK stocks are too cheap to ignore

18 June 2026

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

18 June 2026

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