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PIMCO

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

Matteo Anelli
08 April 2025
Federated Hermes’ Pines discourages investors from betting big on his top overweight.

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

Jonathan Jones
08 April 2025
Few areas were able to make investors money in the past few days but there were some havens available.

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

07 April 2025

The data every global income investor needs to see

07 April 2025

Nomura’s Hodges: I’d own government bonds over investment grade credit, all day, every day

04 April 2025

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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.