The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.

PIMCO
PIMCO, a specialist in active fixed income with expertise across public and private markets, has launched the PIMCO GIS Global Bond Opportunities Fund (GBOF), a flexible, global core bond strategy within the PIMCO GIS UCITS range. The fund is designed for investors having to manage a complex macroeconomic environment.

GBOF aims to unlock the full potential of the global bond market by allocating across regions, yield curves, sectors and currencies. It builds on PIMCO’s global bond capabilities, leveraging a platform managing more than $150 billion in global bonds.

Positioned alongside PIMCO’s flagship global bond strategies, GBOF is designed for investors seeking a more flexible core fixed income allocation, while drawing on the same global investment process and portfolio management team that underpin the broader PIMCO Global Bond suite.

Unlike traditional benchmark-aware core bond solutions, GBOF is not designed to track a bond market index.  It seeks core bond characteristics – including a positive duration anchor, an up-in-quality bias and a focus on capital preservation – while offering greater flexibility across rates, credit, securitised and currency strategies.

“With global bond yields near their highest levels in over a decade, we believe today's fixed income landscape offers a compelling opportunity for active investors,” Andrew Balls, managing director and CIO global fixed income, said. “At the same time, we believe a more complex global backdrop means flexibility is increasingly important when building a core bond allocation. Asynchronous monetary policy cycles, fiscal policy divergence, and geopolitical tensions are creating different dynamics across regions, curves, and sectors. A flexible strategy that can dynamically allocate across these dimensions is well positioned to capture investment opportunities as they arise.”

GBOF will be managed by a team of four portfolio managers: Balls; Sachin Gupta, managing director and portfolio manager; Lorenzo Pagani, managing director and portfolio manager; and Martin Svorc, executive vice president and portfolio manager. GBOF is available in the UK, Switzerland, Germany, Austria, Italy, France, Spain, the Netherlands, Belgium, Luxembourg, Sweden, Norway, Denmark and Finland, amongst others.

WisdomTree
WisdomTree, a global financial innovator, has launched the WisdomTree Global High Dividend UCITS ETF (WDIV). WDIV, which aims to track the price and yield performance, before fees and expenses, of the WisdomTree Global High Dividend UCITS Index, has a Total Expense Ratio of 0.35 per cent. WDIV is listed today on Xetra, Borsa Italiana, SIX Swiss Exchange and lists on the London Stock Exchange.

The proprietary strategy gives investors exposure to high-dividend companies across developed markets through a fundamentally weighted approach, the firm said in a statement. Unlike traditional market-cap-weighted indices, the strategy selects companies based on dividend yield and weights them by the dividends they pay, aiming to increase exposure to the high dividend and value factors while preserving diversification and valuation discipline.

The WisdomTree Global High Dividend UCITS ETF applies a transparent and systematic process rooted in academically-driven research. Eligible companies must meet liquidity, dividend and ESG requirements before being ranked by dividend yield. A proprietary composite risk score, which incorporates quality and momentum metrics, is then used to screen out higher-risk companies and potential value traps, as well as to reward those with better fundamentals in the selection and weighting processes. The highest-yielding 300 companies are selected and weighted according to their adjusted dividend stream, with diversification controls applied across stocks, sectors and countries.

Companies that pay sustainable dividends often exhibit stronger free cash flow discipline and a greater commitment to returning capital to shareholders. Dividend-paying stocks can also provide investors with a tangible source of return, helping improve portfolio outcomes through a combination of income generation and capital appreciation.

"High dividend strategies have long been recognised as an effective way to access both income and value characteristics within equity markets,” Pierre Debru, head of research, Europe, WisdomTree, said. “By combining dividend yield with quality and momentum screens, this strategy seeks to provide investors with a more disciplined approach to high dividend investing, helping avoid some of the risks associated with simply chasing the highest yields."

The new ETF complements WisdomTree’s existing range of High Dividend ETFs in Europe, which includes European, US and emerging markets exposures.

Pictet Asset Management
Pictet Asset Management has launched its first European range of AI Enhanced Equity Index Active ETFs. The new ETFs are listed on XETRA (DE) and Euronext (ITA) with additional listings on LSE (UK) and SIX (CH) exchanges to follow.

The new suite includes:

The launch follows Pictet – Quest AI-Driven Global Equities, a Luxembourg-domiciled UCITS fund introduced in March 2024. It has raised more than $3 billion and returned 50 per cent in dollar terms since inception to end May 2026, ahead of its benchmark, the MSCI World Index, which returned 45.9 per cent over the same period. The strategy is also available to institutional investors through segregated mandates, the firm said in a statement.

The enhanced equity index strategies are designed to outperform their benchmark indices by around 1 per cent a year, net of fees, while tracking the index, with a targeted tracking error of up to 2 per cent and a beta of 1.0 (meaning returns are designed to move broadly in line with the market). At the core is Pictet’s proprietary AI model, the engine driving every stock pick, paired with automated portfolio optimisation. The process is rigorously overseen by Pictet’s team of quantitative experts, who developed the model, to ensure quarterly training cycles, and monitor the portfolio. The result is a factor-neutral strategy independent of market and economic cycles.

Each ETF aims to outperform passive strategies without materially increasing risk and at minimal extra cost. This makes them well suited as core portfolio holdings for investors seeking low-risk, lower-cost, compounding outperformance.