News and Research

News and Research

PIMCO

The only reason emerging markets lagged for 15 years – and why that headwind is turning

Matteo Anelli
25 November 2025
NinetyOne’s Varun Laijawalla says dilution explains emerging markets’ long underperformance.
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How to sit back and enjoy the bubble

Toby Hayes
25 November 2025
It is possible to buy a long volatility position in your favourite tech behemoth and get paid for the privilege of your contrarian view.
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Vanguard bond manager warns UK Budget is a ‘big risk event’ for gilts

25 November 2025
Ales Koutny still sees value in UK yields but has trimmed his position.
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Editor's Pick

Special Report:
Diversified Income with Artemis

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The Artemis Global Income co-manager says investors must adapt to a changing market shaped by persistent inflation, geopolitics and higher-for-longer interest rates.
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Artemis’ Jack Holmes makes the case for simplicity in multi-asset income investing.
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Three top-performing Artemis funds are delivering consistent income and long-term returns by investing flexibly, focusing on undervalued and overlooked areas of the market.
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Locked and loaded

Kepler Trust Intelligence
25 November 2025

Beyond the meme mania

Kepler Trust Intelligence
25 November 2025

Results analysis: Rockwood Strategic

Kepler Trust Intelligence
24 November 2025

Merlin Weekly Macro: Reeves in a budget bind

Jupiter Asset Management
24 November 2025

Artemis Strategic Bond Fund quarterly commentary

Artemis Fund Managers
24 November 2025

The three key catalysts for healthcare

Polar Capital
22 November 2025

Healthcare's vital signs are improving

Polar Capital
21 November 2025

Results analysis: Picton Property Income

Kepler Trust Intelligence
21 November 2025

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