Markets pause for the summer.
Lawrence Gosling and David Stevenson review the year so far in their state of the markets update. Helping them work out what might happen next is Josh McCallum, fixed income economist at UBS Global Asset Management
Lawrence Gosling and David Stevenson review the year so far in their state of the markets update. Helping them work out what might happen next is Josh McCallum, fixed income economist at UBS Global Asset Management
Preference for EM equities
The Gilt Edge is a new UK newsletter that brings PIMCO’s insights on the UK economy, public policy and financial markets directly to your inbox. Written by Rupert Harrison, Senior Adviser to PIMCO’s UK Portfolio Management Team and former Chief of Staff to Chancellor of the Exchequer.
As the AI industry expands rapidly, Vaughan Nelson thinks we should be wary of booms in narrower parts of the AI ecosystem.