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PIMCO

Alpha Managers explain how Europe can close its valuation gap with the US

Emma Wallis
09 May 2024
Short-term factors make the region attractive, while valuations remain unchallenging.

The areas where Jupiter funds are excelling and struggling

Matteo Anelli
09 May 2024
The firm’s UK strategies have underwhelmed, but Asia and fixed income are flourishing.

J O Hambro on the virtue of underperforming

Matteo Anelli
08 May 2024
Short-term underperformance due to deviating from the herd can sow the seeds for future growth, JOCHM global equity Alpha Managers argued.

Investing in monikers like the ‘Magnificent Seven’ for AI exposure will only end in tears

Simon Steele and Harald Karlsson
08 May 2024
Identifying the profitable beneficiaries of AI, as well as those that may stand to lose, will be the key to active management outcompeting passive strategies.

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