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PIMCO

‘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

Patrick Sanders
07 April 2025
Experts explain why Europe might owe its recent resurgence to Donald Trump

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