News and Research

News and Research

PIMCO
Fund in focus

Why Artemis US Select just bought into this sector for the first time in years

Matteo Anelli
31 July 2026
A Supreme Court ruling on trucker liability gave Cormac Weldon the chance to reallocate from his AI winners.
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Earnings roundup: Tech giants diverge as AI spending faces scrutiny

Matteo Anelli
31 July 2026
Apple warned on chip shortages while Amazon's cloud growth accelerated, as investors began questioning the returns on the AI spending boom.
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Why 20:20 hindsight still might not have helped in 2026

Jonathan Jones
31 July 2026
Investors could have been 50% right and still have got everything wrong.
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The US funds investors piled into in the first half of the year – and those they sold

30 July 2026
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Don't judge the high yield bonds book by its cover

30 July 2026
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US funds lose ground in FE fundinfo's Crown Ratings rebalance despite strong returns

30 July 2026
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Bank of England strikes hawkish tone; holds rates at 3.75%

30 July 2026
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Neuberger unveils Japan Equity UCITS fund

30 July 2026
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BlackRock launches ETF backing Europe’s infrastructure boom

30 July 2026
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Good news for income investors as UK dividends hit record high in second quarter

30 July 2026
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Fed holds rates for fifth straight meeting as split raises stakes for December

30 July 2026
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Buy this global equity income fund after a tough six months, suggest fund pickers

30 July 2026
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How investors' favourite emerging-market funds of 2025 have performed in 2026

29 July 2026
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Editor's Pick

Special Report:
Investing Beyond Style with Fidelity

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With 95% of the benchmark under active analyst coverage, Christine Baalham and Tom Record focus on combining the best ideas from Fidelity's research network rather than making macro or style calls.
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Fidelity’s Christine Baalham and Tom Record argue that both the world's largest industrial gas supplier and a major US railroad are undergoing structural change that the market has not yet fully reflected in their valuations.
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With benchmarks increasingly narrow and passive allocation continuing to grow, Fidelity’s Rebecca McVittie argues that the same concentration driving recent gains introduces meaningful fragility the moment market sentiment turns.
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Fidelity Global Special Situations manager Tom Record describes how his team frames questions before each meeting, debates findings over dinner and decides whether an idea earns a place in the portfolio.
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Funds in this series
 

Fundswire

Uncovering Trusts – Murray International Trust

Aberdeen Investments
31 July 2026

A whole new world

Kepler Trust Intelligence
31 July 2026

Scottish Mortgage Podcast: ASML – The Printing Press of the AI Age

Baillie Gifford
31 July 2026

What happens when one person manages all the finances?

Quilter
31 July 2026

The changing of the guard

Kepler Trust Intelligence
31 July 2026

Scottish Mortgage Portfolio Update Q2 2026

Baillie Gifford
30 July 2026

Where we really are in the AI cycle

Polar Capital
30 July 2026

Banging the drum

Kepler Trust Intelligence
30 July 2026

Merlin Weekly Macro: IBM tells a tale of our times

Jupiter Asset Management
30 July 2026

What’s next for the UK markets?

Aberdeen Investments
29 July 2026

Merlin Weekly Macro: “Just how stupid are we?”

Jupiter Asset Management
29 July 2026
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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.

FE fundinfo Alpha Manager, a rating you can count on.

FE fundinfo Alpha Managers - top fund managers rated by Trustnet

Top Performing Alpha Managers
Manager name 5y (%)
George Cheveley 151.7
Stephen Yiu 137.1
Sean Peche 130.8
Lei Qiu 127.8
Philip Wolstencroft 126.3
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.