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Investment Management
AI, uncertainty, and opportunity ahead of 2026
Investors face volatility, but innovation and Europe’s growth potential offer support.
Investment Management
Active advantage on short-term opportunities
Is flexibility the key to strong returns?
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Investment Management
Tariff uncertainty boosts gold and copper again
Which other commodities should investors be targeting in 2025?
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Investment Management
PIMCO Outlook: The fragmentation era
With the world order in flux, investors can look to fortify portfolios by diversifying across global markets and capitalising on attractive, high-quality yields.
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Investment Management
Revisiting certain uncertainty
Many expected fireworks from Trump’s presidency, but few anticipated the level of policy uncertainty that followed.
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Investment Management
Volatility isn’t new – it’s normal
In Mike Fox's years as a professional investor, it feels like periods of benign calm have been few and far between.
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Investment Management
60/40s stand the test of time
Will diversification continue to soften market blows?
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Investment Management
Focus on stability amid turbulence
Daniel J. Ivascyn, Group Chief Investment Officer, PIMCO, maintains a focus on resiliency as elevated yields within high quality fixed income continue to offer attractive opportunities.
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Investment Management
Why are investors turning to emerging market short bonds?
Hard currency bonds stand out amid global uncertainty.
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Investment Management
What remains undervalued after the rally?
With US equities above fair value estimates, opportunities lie in overlooked areas.
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Investment Management
Reflecting on a chaotic quarter
How did conflict and trade measures impact businesses, investors and markets?
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Investment Management
Markets bounce back from tariff turmoil, but fragility remains
Geopolitical uncertainty and inflation outlooks have reduced investors’ optimism.
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