News and Research

News and Research

PIMCO

Growth vs value: The one region where growth is still winning

Gary Jackson
22 April 2026
Strip out US mega-cap technology stocks and the track record for growth investing largely falls apart, with value leading across Latin America, Europe, Asia and most of the developed world over the past five ye…
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Gilts – the answer to the cash ISA problem or a risky one-trick pony?

Jonathan Jones
21 April 2026
Savers may wish to use government bonds to top up their income after the cash ISA allowance is slashed for most next year.
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Underweight the US, overweight everything else: How SJP is investing

Jonathan Jones
21 April 2026
The investment team looks at the world through the lens of valuations, fundamentals and sentiment.
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In credit, liquidity is easy to overestimate

21 April 2026
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The global equity funds that have done the best job of dodging the bottom quartile

21 April 2026
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Buy bonds for income – not diversification, says Schroders manager

20 April 2026
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Selectors gravitate towards five space-exposed funds and trusts

20 April 2026
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Why infrastructure holds up amid Middle East inflation pressures

20 April 2026
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Trusts beat funds over time – but only in the right sectors

20 April 2026
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GQG’s Sid Jain doubles down on AI warning after mistimed exit

17 April 2026
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Would you rather have tax relief or better returns?

17 April 2026
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4,000 people copy this portfolio, but is it good?

17 April 2026
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The six emerging market funds that beat the index in most years

16 April 2026
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More news

Editor's Pick

Special Report:
Global investing, the Artemis way

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Most of the global stock market’s best opportunities are outside the US.
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Most global equity funds have quietly become US equity funds – a trend that Artemis SmartGARP Global Equity is bucking.
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Despite heightened geopolitical risk, many emerging market economies are in good shape and valuations remain attractive.
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From defence contractors and gold miners to Korean memory chips and Brazilian banks, 2025 rewarded investors who looked beyond the US. We examine the 12-month performance of three Artemis global equity funds that did exactly that.
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Fundswire

Aberdeen Asia Focus – Positioning the portfolio amid geopolitical volatility

Aberdeen Investments
22 April 2026

Merlin Weekly Macro: When smart finance leads to stupid outcomes

Jupiter Asset Management
22 April 2026

Merlin Weekly Macro: Britain’s war readiness in question

Jupiter Asset Management
21 April 2026

Results analysis: Schroder Japan

Kepler Trust Intelligence
21 April 2026

Finding value in the volatility

Kepler Trust Intelligence
21 April 2026

Columbia Threadneedle Q1 Multi-Asset Market Wrap

Columbia Threadneedle
21 April 2026

Aberdeen Asia Focus - Asia’s technology powerhouses: opportunities beyond US mega-caps

Aberdeen Investments
21 April 2026

Where do gilt yields go from here?

Liontrust Asset Management
20 April 2026

How to invest with Aberdeen Investment Trusts

Aberdeen Investments
20 April 2026

Monthly roundup: top performing managers leave, BlackRock's gold view and who's buying India?

Kepler Trust Intelligence
17 April 2026

Gold rush or fool’s gold? Three views on surging prices

Capital Group
17 April 2026
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FE fundinfo Alpha Managers - top fund managers rated by Trustnet

Top Performing Alpha Managers
Manager name 5y (%)
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James Johnstone 156.2
Mark Conrad 142.6
Sean Peche 136.4
Philip Wolstencroft 116.2
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