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PIMCO

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.

When the FTSE 100 will flourish and struggle

Jean-Baptiste Andrieux
08 May 2024
Experts explain how different macro-environment conditions impact the UK blue-chip index.

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.

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’

03 May 2024

Lindsell Train UK Equity: Should you buy, hold or fold?

02 May 2024

The best and worst funds and trusts in April

01 May 2024

Fundswire

How policy shifts are unlocking fresh opportunities in Japan

Fidelity International
08 May 2024
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Premier Miton Diversified Sustainable Growth Fund: why sustainable forests?

Premier Miton
08 May 2024
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Financial sector gains momentum - March Trust Update

Polar Capital
08 May 2024
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Looking back at equity factors in Q1 2024 with WisdomTree

WisdomTree
08 May 2024
Many metals and minerals are used in renewable energy technologies, batteries, and…
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Healthcare sector poised for growth - March Trust Update

Polar Capital
07 May 2024
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