News and Research

News and Research

PIMCO

How China’s oil pullback saved the world from an even worse energy crisis

Emmy Hawker
21 September 2026
Guinness’ Jonathan Waghorn says China’s pullback and the use of global strategic reserves has prevented spiralling oil costs.
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Wealth Club's three funds for an AI slowdown

Matteo Anelli
21 September 2026
Wealth Club's Jonathan Moyes picks two bond funds and a private equity trust to broaden portfolios as AI spending concerns grow.
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When the bulls stop running

Jonathan Jones
21 September 2026
Unlike a crash, which can take place very quickly, bear markets can take years and are rarely a straight-line event.
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Editor's Pick

Special Report:
Investing in US equities with Artemis

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After a decade in the wilderness, US smaller companies have delivered their strongest year of outperformance in recent memory. Cormac Weldon, manager of the Artemis US Smaller Companies fund, explains the shift.
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From AI to interest rates, the themes driving the US equity market are creating more winners and more losers.
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Artemis US equities manager Olivia Micklem responds to some of the most common questions she currently receives.
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Every company listed on the stock market will be affected by AI in some way. Artemis US Select manager Cormac Weldon runs through the implications for investors.
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Artemis US Select, Artemis US Extended Alpha and Artemis US Smaller Companies take different routes through the US market but have turned stock selection into outperformance over the past 12 months.
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Funds in this series

 

Fundswire

Merlin Weekly Macro: The Fed lumbers out of the traps

Jupiter Asset Management
21 September 2026

Baillie Gifford US Growth Trust: Manager Insights

Baillie Gifford
18 September 2026

Investing in Asia small caps: Looking beyond the obvious

Aberdeen Investments
17 September 2026

Schroder Real Estate

Kepler Trust Intelligence
16 September 2026

Monks Research Agenda: material matters

Baillie Gifford
16 September 2026

Investing in frontier markets with investment trusts

Kepler Trust Intelligence
15 September 2026

UK equities: while stocks last

Aberdeen Investments
15 September 2026

Partner research

Contrarian investing

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