News and Research

News and Research

PIMCO

Amundi’s key short and long-term risks for bond and equity markets

Jonathan Jones
02 July 2026
Guy Stear explains why investors should pay close attention to the ongoing wars, tech earnings and central banks.
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Pay it or die: Two strategies for dealing with capital gains tax

Jonathan Jones
02 July 2026
Some older clients see capital gains tax as an optional tax. Historically true, one adviser is battling to convince people this is no longer the case.
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European equities on the up

Paul Angell
02 July 2026
AJ Bell's head of investment research breaks down what drove the gap between European equities' 26.2% return and the S&P 500's 9.8%, and examines whether the shift is likely to last.
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Editor's Pick

Special Report:
Emerging market debt with
Allianz Global Investors

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Watch Allianz Global Investors’ latest webinar exploring how shifting global dynamics are reshaping the outlook for Emerging Market Debt. From evolving geopolitics to changing trade relationships, it examines why now may be a timely moment to reconsider EMD’s role in global portfolios.
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Allianz Global Investors examines the outlook for key frontier markets including Gabon, Cameroon, Republic of Congo, Senegal, Mozambique, Pakistan and Venezuela.
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Emerging market debt has shown resilience despite repeat geopolitical shocks and a changing world order. In this environment, Allianz Global Investors thinks short duration bonds could be a useful way to diversify portfolios.
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It's crucial for active managers to scrutinise local politics for clues about a country's economic trajectory and potentially as a source of uncorrelated investment returns. This month, we examine events in Brazil, Colombia, Hungary, Peru, Romania and Türkiye.
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Emerging market debt, seen as high-risk and default-prone, has transformed over the past 30 years into a mainstream allocation. Improving fundamentals, attractive real yields, and a supportive macro environment have driven growing investor confidence, with investors and rating agencies increasingly recognising its resilience and role as a core portfolio holding.
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Funds in this series

 

Fundswire

Rebuilding confidence in UK growth

Baillie Gifford
02 July 2026

Assessing SpaceX through a sustainable investment lens

Liontrust Asset Management
02 July 2026

Active Stewardship: the role of engagement

Allianz Global Investors
02 July 2026

Aiming beyond the Magnificent 7

Liontrust Asset Management
01 July 2026

Global Equity Compass

Allianz Global Investors
01 July 2026

Hi-de-Hi!

Kepler Trust Intelligence
29 June 2026

Vinted: second-hand, first choice

Baillie Gifford
26 June 2026

Partner research

Contrarian investing

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Performance Tables

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FE fundinfo Alpha Manager Ratings highlight the top 10% of all UK-listed fund managers, based on their career performance since 2000.

In an age when momentum markets are a thing of the past, it pays to know who has the skill to add real value in active management.

FE fundinfo Alpha Manager, a rating you can count on.

FE fundinfo Alpha Managers - top fund managers rated by Trustnet

Top Performing Alpha Managers
Manager name 5y (%)
George Cheveley 151.7
Stephen Yiu 137.1
Sean Peche 133.3
Lei Qiu 127.8
Philip Wolstencroft 126.3
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.