News and Research

News and Research

PIMCO

Troy’s Yonge: If we get to August without oil supply resuming, there's a very real chance of recession

Matteo Anelli
29 May 2026
Markets are pricing in an outcome by making a lot of assumptions, says the Trojan manager.
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Rachel Reeves, get your hands off investors’ cash

Jonathan Jones
29 May 2026
The chancellor's latest ISA plan is a retrograde fix for a problem that doesn't really exist.
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Should you buy a UK equity income fund or is it time to move on?

Jonathan Jones
29 May 2026
Income specialists have been better performers in recent years, but experts are looking elsewhere.
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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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Why investing in under-owned and undervalued smaller companies may allow investors to spread their risk in an increasingly uncertain world.
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Funds in this series

 

Fundswire

SAINTS spotlight: built for resilience

Baillie Gifford
29 May 2026

Results analysis: Edinburgh Investment Trust

Kepler Trust Intelligence
29 May 2026

Choose your beast wisely

Kepler Trust Intelligence
29 May 2026

Results analysis: Schroder Oriental Income

Kepler Trust Intelligence
28 May 2026

How has the Iran conflict accelerated the energy transition?

Guinness Global Investors
28 May 2026

Siren song

Kepler Trust Intelligence
28 May 2026

Investing in UK micro-caps with investment trusts

Kepler Trust Intelligence
27 May 2026

Results analysis: BlackRock Smaller Companies

Kepler Trust Intelligence
27 May 2026

Baillie Gifford Shin Nippon: Manager Insights

Baillie Gifford
27 May 2026

Video: UK Small Cap Spotlight: Ashtead Technology

Artemis Fund Managers
27 May 2026

Partner research

Contrarian investing

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