News and Research

News and Research

PIMCO

Forget growth vs value – this manager says the real split is between AI winners and losers

Emmy Hawker
09 June 2026
Alger’s Ankur Crawford warns that AI’s rapid evolution will create sharp divergences within sectors, as former disruptors become disrupted.
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Funds to hold alongside Vanguard LifeStrategy 40% Equity

Emmy Hawker
09 June 2026
Selectors highlight strategies that could complement Vanguard’s defensive 40/60 portfolio.
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The AI boom isn't the dot-com bubble – market concentration is the primary risk

Thierry Roncalli
09 June 2026
Today’s AI-driven market looks less like the dot-com bubble of the late 1990s and more like a market increasingly dependent on a small number of dominant technology companies.
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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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FE fundinfo Alpha Manager Ratings highlight the top 10% of all UK-listed fund managers, based on their career performance since 2000.

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FE fundinfo Alpha Managers - top fund managers rated by Trustnet

Top Performing Alpha Managers
Manager name 5y (%)
George Cheveley 153.5
Stephen Yiu 141.3
Lei Qiu 137.7
Mark Conrad 133.8
Sean Peche 128.9
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.