News and Research

News and Research

PIMCO

The contrarian UK stocks being bought by Fidelity's special situations managers

Gary Jackson
22 September 2026
Fidelity Special Situations manager Alex Wright has been adding to UK staffing firms, domestic banks and commodities stocks.
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Why inflation could run hotter for longer

Matteo Anelli
22 September 2026
Manager pickers should lean towards value ‘without trying to be heroes’.
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Why investors need to rethink China’s innovation story

Mike Balfour
22 September 2026
What a week in China reminded me about the future of global technology.
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UK equity funds' share of assets falls by nearly half in 10 years

22 September 2026
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How China’s oil pullback saved the world from an even worse energy crisis

21 September 2026
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Wealth Club's three funds for an AI slowdown

21 September 2026
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When the bulls stop running

21 September 2026
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W1M launches Retirement MPS to offer life-long income to retirees

21 September 2026
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The real reason UK pension providers shun home stocks? Fear, not fundamentals

21 September 2026
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Twelve months from now the Bank of England will be cutting rates, says top UK income manager

18 September 2026
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Stop making parents feel bad for saving into cash JISAs

18 September 2026
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Four alternative funds to consider instead of Artemis Global Income

18 September 2026
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Anthony Scaramucci: Trump only cares about getting attention and making money

17 September 2026
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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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Fundswire

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Capital Ideas Podcast: Luxury, mining and the power of connecting the dots

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Baillie Gifford US Growth Trust: Manager Insights

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Investing in Asia small caps: Looking beyond the obvious

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17 September 2026

Final frontier: Six reasons to explore the space economy

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17 September 2026

Schroder Real Estate

Kepler Trust Intelligence
16 September 2026

Monks Research Agenda: material matters

Baillie Gifford
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How smaller companies can help tackle Asia’s concentration risk problem

Aberdeen Investments
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UK equities: while stocks last

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15 September 2026

Monthly roundup: renewables return to most bought, a RIT Cap run through plus AI bubble or not?

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15 September 2026
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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 229.1
Jacques Friedman 157.4
Andrea Frazzini 152.9
Sean Peche 144.9
Philip Wolstencroft 125.4
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