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PIMCO

Investors obsession with catalysts is causing them to miss out, says Artemis team

Patrick Sanders
09 April 2025
Artemis’ Niznik and Tamworth explain why their biggest bugbear about the market is with investors behaviour.

Tariff trauma follows Liberation Day

Hugh Yarrow
09 April 2025
This situation is somewhat reminiscent of the first few days of the pandemic lockdown.

Trade war, tech bubble 2.0 and others: Four possible market scenarios

Jonathan Jones
09 April 2025
Investec analysts look at the market implications of four different scenarios and discuss how defensive trusts they recommend would hold up in each.

‘The market got used to investing on easy mode’ says Orbis multi-asset strategist

Patrick Sanders
09 April 2025
Rob Perrone explains why investors have developed “fundamentally unreasonable expectations” expectations of the market.

Top Asia manager: My overweight to China makes me nervous

08 April 2025

The funds that have held up and been hit hardest through the Liberation Day-inspired sell-off

08 April 2025

‘Trump has done Europe a favour,’ say European equity managers

07 April 2025

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