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News & Research

PIMCO

Bank of England can't cut rates without the Fed

Jonathan Jones
07 May 2024
The Bank of England and ECB will be ‘stuck’ with higher rates despite low inflation.

With the managers leaving, should you buy, hold or fold Royal London’s global equity funds?

Emma Wallis
07 May 2024
Five RLAM global equity managers are establishing a boutique.

Artemis Income: ‘We increased our ownership of Tesco by 5% without lifting a finger’

Emma Wallis
03 May 2024
The managers of the UK’s largest equity income fund have profited from Tesco’s share buybacks and believe BHP’s recent bid for Anglo American is a signal of the latent value in the UK stock market.

Why Terry Smith and James Thomson worry about a global equity ‘rollercoaster’

Emma Wallis
03 May 2024
Trustnet asks experienced equity managers whether they are worried about excessive valuations.

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