News and Research

News and Research

PIMCO

French bonds are under pressure: Here’s what you need to know

Emmy Hawker
22 October 2026
With protests on the streets and the ECB unlikely to ride to the rescue, questions remain on whether bond yields have further to climb.
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Meta’s strong quarter did not impress: Here’s what to watch next as the tech giants’ earnings season kicks off

Matteo Anelli
22 October 2026
The core business is strong, but markets are waiting on the other hyperscalers to report next week.
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Why Europe’s banks look like a Krispy Kreme doughnut

Matteo Anelli
22 October 2026
The icing is on the edge: Banks on the periphery earn returns in the low 20s while France, Germany and Scandinavia struggle to reach double digits.
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Editor's Pick

Special Report:
Investing in US equities with Artemis

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After a decade in the wilderness, US smaller companies have delivered their strongest year of outperformance in recent memory. Cormac Weldon, manager of the Artemis US Smaller Companies fund, explains the shift.
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From AI to interest rates, the themes driving the US equity market are creating more winners and more losers.
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Artemis US equities manager Olivia Micklem responds to some of the most common questions she currently receives.
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Every company listed on the stock market will be affected by AI in some way. Artemis US Select manager Cormac Weldon runs through the implications for investors.
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Artemis US Select, Artemis US Extended Alpha and Artemis US Smaller Companies take different routes through the US market but have turned stock selection into outperformance over the past 12 months.
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