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Investment Management
US PPI shock sends yields higher
Are inflation surprises putting rate cuts at risk?
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Investment Management
Peace talks trigger defence stock slumps
Is the dip hiding defence’s long-term momentum?
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Investment Management
Do rising rates mean now is the time for active investing?
Rate hikes have provided new opportunities for stock pickers.
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Investment Management
Pharma stocks brace for pricing pressure following Trump ultimatums
How will pricing reforms reshape the sector?
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Investment Management
Jobs slowdown fuels fixed income rally
How likely is a rate cut next month?
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Investment Management
Who will benefit from the 'Big Beautiful Bill'?
The Act may provide an economic boost, but concerns remain over the government’s deficit.
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Investment Management
Undervalued stocks in Europe’s defence drive
Which equities remain cheap despite the continent’s spending spree?
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Investment Management
How EU-US trade deal validates recent rally
What long-term impact will tariffs have on equities?
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Investment Management
Inflation continues to give investors the jitters
After a strong couple of years, macroeconomic factors have reduced investors’ return expectations. Professional investors only.
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Investment Management
The return of risk-parity rebalancing?
How could this approach help investors in turbulent times? Professional investors only.
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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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