News and Research

News and Research

PIMCO

Playing AI through a European lens

Thomas Brown
03 November 2026
European AI plays may not grab attention, but they certainly have a lot going for them.
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The ‘banana skin’ industry that Berkshire Hathaway was built on

Jonathan Jones
03 November 2026
Insurance can be a challenging industry to get right, but firms that succeed can make very strong returns.
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BlackRock launches first protected equity fund on UK retirement platform

Gary Jackson
03 November 2026
The launch gives UK pension schemes a way to combine equity market growth with downside protection.
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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

What is the significance of the US midterm elections for investors?

Liontrust Asset Management
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Get Rich Slowly: Don’t dream it’s over

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Merlin Weekly Macro: A complacent budget courts fiscal crisis

Jupiter Asset Management
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Seven simple lessons from decades of investing

Artemis Fund Managers
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Mexico’s AI hardware opportunity

Liontrust Asset Management
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Meet the Artemis Income team

Artemis Fund Managers
02 November 2026

The AI boom has a plumbing problem

Liontrust Asset Management
02 November 2026

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