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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.

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.

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.

Three stocks these fund managers want to buy and hold forever

Jonathan Jones
07 April 2025
Fund managers hope to keep these companies in their portfolios for a long time.

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