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News & Research

PIMCO

Risk of air pockets as AI-enablers fly higher

James Thomson
23 June 2026
History shows that extreme concentration in a supercycle can lead to painful market corrections as leveraged one-way bets unravel.

The S&P 500 now yields less than a savings account – what should investors do?

Matteo Anelli
23 June 2026
The world's most popular index has become one enormous bet on AI.

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