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PIMCO

Energy spike reinforces generational efficiency opportunity

Thomas Sørensen
04 August 2026
Dependence on fossil fuels concentrated in politically volatile regions exposes us to risks that no strategic reserves can fully insulate against.

Why BlackRock thinks investors shouldn't bank on a quiet August

Gary Jackson
04 August 2026
AI spending, oil price swings and rising bond yields are all symptoms of the same structural scarcity, meaning investors should expect a volatile August rather than a seasonal lull.

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