News and Research

News and Research

PIMCO

The mixed-asset funds attracting the most and least money in H1 2026

Matteo Anelli
28 July 2026
Baillie Gifford and Orbis strategies had the largest inflows between January and June this year.
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The consequences of closing Hormuz

Gavyn Davies and Dan Wales
28 July 2026
The muted financial market response to the 2026 energy price shock reflects both the greater resilience of modern economies and inventory drawdowns, which limited broader economic disruption.
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How IA Global funds are holding up in 2026's momentum rotation

Gary Jackson
28 July 2026
Momentum has dominated global equity markets for much of 2026, but the past few weeks have shown how quickly this can change.
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Editor's Pick

Special Report:
Investing Beyond Style with Fidelity

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With 95% of the benchmark under active analyst coverage, Christine Baalham and Tom Record focus on combining the best ideas from Fidelity's research network rather than making macro or style calls.
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Fidelity’s Christine Baalham and Tom Record argue that both the world's largest industrial gas supplier and a major US railroad are undergoing structural change that the market has not yet fully reflected in their valuations.
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With benchmarks increasingly narrow and passive allocation continuing to grow, Fidelity’s Rebecca McVittie argues that the same concentration driving recent gains introduces meaningful fragility the moment market sentiment turns.
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Fidelity Global Special Situations manager Tom Record describes how his team frames questions before each meeting, debates findings over dinner and decides whether an idea earns a place in the portfolio.
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Funds in this series

 

Fundswire

Ashoka WhiteOak Emerging Markets Trust: three years of AWEM

Kepler Trust Intelligence
28 July 2026

QuotedData: Set fair for the future

Polar Capital
28 July 2026

Top of the Stocks: most bought and sold shares in June

Kepler Trust Intelligence
28 July 2026

Investing in Asia with investment trusts

Kepler Trust Intelligence
27 July 2026

Playing catchup

Kepler Trust Intelligence
27 July 2026

Trust Issues: Special edition on investing in Europe

Kepler Trust Intelligence
27 July 2026

Investing in Europe with investment trusts

Kepler Trust Intelligence
24 July 2026

Monks' musings: winning the long race

Baillie Gifford
22 July 2026

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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 130.8
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.