News and Research

News and Research

PIMCO

Orbis’ Alec Cutler: The UK has engineered its own energy crisis

Emmy Hawker
23 June 2026
The manager is concerned that an Ed Miliband chancellorship would deepen the UK’s energy insecurity and strangle North Sea oil and gas producers.
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Nobel Prize winner: Europe is ‘doomed’ without major changes

Jonathan Jones
23 June 2026
Philippe Aghion explains how Europe can play an important role in the next wave of the AI revolution, if it gets certain policy decisions right.
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Risk of air pockets as AI-enablers fly higher

James Thomson
23 June 2026
History shows that extreme concentration in a supercycle can lead to painful market corrections as leveraged one-way bets unravel.
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Editor's Pick

Special Report:
Emerging market debt with
Allianz Global Investors

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Watch Allianz Global Investors’ latest webinar exploring how shifting global dynamics are reshaping the outlook for Emerging Market Debt. From evolving geopolitics to changing trade relationships, it examines why now may be a timely moment to reconsider EMD’s role in global portfolios.
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Allianz Global Investors examines the outlook for key frontier markets including Gabon, Cameroon, Republic of Congo, Senegal, Mozambique, Pakistan and Venezuela.
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Emerging market debt has shown resilience despite repeat geopolitical shocks and a changing world order. In this environment, Allianz Global Investors thinks short duration bonds could be a useful way to diversify portfolios.
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It's crucial for active managers to scrutinise local politics for clues about a country's economic trajectory and potentially as a source of uncorrelated investment returns. This month, we examine events in Brazil, Colombia, Hungary, Peru, Romania and Türkiye.
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Emerging market debt, seen as high-risk and default-prone, has transformed over the past 30 years into a mainstream allocation. Improving fundamentals, attractive real yields, and a supportive macro environment have driven growing investor confidence, with investors and rating agencies increasingly recognising its resilience and role as a core portfolio holding.
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FE fundinfo Alpha Manager Ratings highlight the top 10% of all UK-listed fund managers, based on their career performance since 2000.

In an age when momentum markets are a thing of the past, it pays to know who has the skill to add real value in active management.

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FE fundinfo Alpha Managers - top fund managers rated by Trustnet

Top Performing Alpha Managers
Manager name 5y (%)
George Cheveley 153.5
Stephen Yiu 141.3
Lei Qiu 137.7
Mark Conrad 133.8
Sean Peche 128.9
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.