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News & Research

PIMCO

America at 250: Are trust managers backing the world's dominant stock market?

Gary Jackson
30 June 2026
There are questions over how long US dominance can continue.

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.

Blue Whale's Yiu: Money is being wasted on AI – and that's fine

Matteo Anelli
29 June 2026
The manager warns about LSEG: Having the data is not enough.

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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