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PIMCO

Orbis’ Alec Cutler: The UK has engineered its own energy crisis

Emmy Hawker
23 June 2026
The manager is concerned that an Ed Miliband chancellorship would deepen the UK’s energy insecurity and strangle North Sea oil and gas producers.

Risk of air pockets as AI-enablers fly higher

James Thomson
23 June 2026
History shows that extreme concentration in a supercycle can lead to painful market corrections as leveraged one-way bets unravel.

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

22 June 2026

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

19 June 2026

Do bond markets have an AI spending problem?

19 June 2026

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