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PIMCO

Why sovereignty is becoming Europe’s defining investment challenge

Emmy Hawker
22 January 2026
As global tensions rise, long-term investment opportunities are emerging through Europe’s efforts to ensure autonomy across defence, energy systems and AI.

US employment: Breakevens, benchmarking and blindspots

Jeremy Chiu and Daniel Wales
22 January 2026
Fulcrum’s Jeremy Chiu and Daniel Wales explain how to make sense of the US’ employment data.

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