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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.

Avoiding concentration risk in Asian equity markets

Xin-Yao Ng
30 June 2026
Investing in large-caps around the world is a flawed way to gain diversification.

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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