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News & Research

PIMCO

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?

Emmy Hawker
18 June 2026
The public listing has confirmed SpaceX’s dominance, but its valuation demands flawless execution.

Takeover activity shows UK stocks are too cheap to ignore

David Brenchley
18 June 2026
There is now a structural undervaluation of UK plc by public market investors of all stripes

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.

‘Better the devil you know’: Why the UK political status quo is better for investors

17 June 2026

Brexit a decade on

17 June 2026

When losing money, the instinct is to do something – usually, that's the mistake

17 June 2026

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