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News & Research

PIMCO

Trade oil, own gold, buy builders: The investor’s playbook to navigating the Iran geopolitical shock

Gary Jackson
18 March 2026
Syz Group’s Charles-Henry Monchau argues that the Iran-driven oil shock is not a stagflation replay but the opening chapter of a sustained regime shift from paper assets to the physical economy.

Beyond the benchmarks: Why diversified equity allocation matters more than ever

James Flintoft
18 March 2026
A portfolio tracking the MSCI World index is, in practice, taking a sizeable bet on a narrow set of companies in one country, driven by one narrative.

Stocks & Shares ISA picks to save for your bucket-list holiday

18 March 2026

Two unheralded mid-caps these managers think could get to the FTSE 100

17 March 2026

Fund managers’ stagflation bets rise as sentiment falls to six-month low

17 March 2026

Two high-conviction ideas and one area of caution

17 March 2026

More than 95% of funds losing money since Iran war started

17 March 2026

Fundswire

Making waves

Kepler Trust Intelligence
18 March 2026
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Could overseas investors jump the queue on a small-cap recovery?

Artemis Fund Managers
18 March 2026
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Video: Meet the Artemis Income team

Artemis Fund Managers
18 March 2026
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Flash update: Edinburgh Worldwide: not to be, or not to be?

Kepler Trust Intelligence
17 March 2026
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Situation normal?

Kepler Trust Intelligence
17 March 2026
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Performance Tables

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