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PIMCO

The emerging market fund that refuses to back the AI trade or India’s growth story

Emmy Hawker
01 September 2026
Neuberger’s Vera German and Juan Torres warn that most emerging market funds are not offering investor portfolios as much diversification as they may think.

Bubbles, AI hype and the second law of dialectics

Ivo Kovachev
01 September 2026
When markets are driven by excitement, rather than due diligence, there is a risk that fundamentals are overlooked.

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