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News & Research

PIMCO

The hidden tailwind behind US equities is about to reverse, warns Ninety One

Emmy Hawker
05 August 2026
A decade of share buybacks has quietly boosted US equity returns – but the oncoming wave of AI company IPOs could change that.

Can Germany’s spending reset revive Europe’s smaller companies?

David Batchelor
05 August 2026
A stark recent change of direction in the country has been both very welcome and very significant.

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