News and Research

News and Research

PIMCO

The true cost of AI and why current spending is not sustainable

Jonathan Jones
11 November 2026
Brunner investment trust managers Julian Bishop and James Ashworth explain why assumptions over the AI capex cycle could be under strain.
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Following the money: How traceable is your client's sustainable investment?

Sophie Sax
11 November 2026
ESG head reveals the place where advisers can help clients see past the marketing.
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The IA Global funds that moved most closely with their benchmark

Matteo Anelli
11 November 2026
Six actively managed IA Global funds tracked their stated benchmark closely over three years. Only two beat the MSCI AC World.
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The four companies proving the UK is still home to innovation

10 November 2026
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AVI Global Trust's portfolio at widest discount since past three market crises

10 November 2026
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Investing beyond the hyperscalers in unconstrained fixed income

10 November 2026
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The US funds that make money when the tech giants drop

10 November 2026
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Redwheel’s Lance: Stratospheric ratings for AI winners, crushed valuations for the losers

09 November 2026
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Baillie Gifford’s Brodie: The small-cap fund industry ‘shoots itself in the foot’

09 November 2026
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Beyond the headwinds: Why India's growth story remains compelling

09 November 2026
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How to cut tech exposure without ripping up your global fund

09 November 2026
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Why Fidelity Emerging Markets can own all three AI chip heavyweights and still stay active

06 November 2026
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The winning and losing funds when tech stocks crashed on 5 November

06 November 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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Funds in this series
 

Fundswire

2026 midterms: How will the ‘blue wave’ affect markets?

Capital Group
11 November 2026

Top of the Stocks: Most bought and sold shares in October

Kepler Trust Intelligence
11 November 2026

Scottish Mortgage – MiniMax: The Chinese AI Lab Doing More With Less

Baillie Gifford
11 November 2026

Only fools and footsies

Kepler Trust Intelligence
10 November 2026

SAINTS spotlight: the half life of a market narrative

Baillie Gifford
10 November 2026

Beyond Hyperscalers: Mid-Cap Opportunities in Data Centre Investment

Guinness Global Investors
09 November 2026

Cirilium Blend quarterly commentary – Review of Q3 2026

Quilter
09 November 2026

Cirilium Passive quarterly commentary – Review of Q3 2026

Quilter
06 November 2026

Register for the Baillie Gifford Shin Nippon webinar

Baillie Gifford
06 November 2026

Democrats take Congress, but sweeping change looks unlikely

Allianz Global Investors
05 November 2026

Shifting sands

Kepler Trust Intelligence
05 November 2026
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FE fundinfo Alpha Managers - top fund managers rated by Trustnet

Top Performing Alpha Managers
Manager name 5y (%)
Jacques Friedman 188.5
Andrea Frazzini 179.7
George Cheveley 166.7
Sean Peche 137.0
Philip Wolstencroft 107.7
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