News and Research

News and Research

PIMCO

People need to ‘calm down’ about Europe, says JPM’s Cook

Patrick Sanders
27 November 2025
The manager explains why investor excitement has led to parts of the market becoming overvalued.
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Tech making you queasy?

Peter Hughes
27 November 2025
We believe healthcare offers an attractive combination of significant earnings growth potential and a historic valuation discount.
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Circular financing in AI: Strategic necessity or hidden risk?

27 November 2025
Some fund managers see strategic partnerships as essential for infrastructure buildout, while others warn that mounting debt and interdependencies could pop the bubble.
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Editor's Pick

Special Report:
Differentiated Income with Artemis

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The Artemis Global Income co-manager says investors must adapt to a changing market shaped by persistent inflation, geopolitics and higher-for-longer interest rates.
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Artemis’ Jack Holmes makes the case for simplicity in multi-asset income investing.
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Three top-performing Artemis funds are delivering consistent income and long-term returns by investing flexibly, focusing on undervalued and overlooked areas of the market.
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Fundswire

Get Rich Slowly: Staying the course

Kepler Trust Intelligence
27 November 2025

Unlocking opportunities beyond the US

Baillie Gifford
26 November 2025

Following the flow, where global capital is looking next

Kepler Trust Intelligence
26 November 2025

Locked and loaded

Kepler Trust Intelligence
25 November 2025

Beyond the meme mania

Kepler Trust Intelligence
25 November 2025

Results analysis: Rockwood Strategic

Kepler Trust Intelligence
24 November 2025

Merlin Weekly Macro: Reeves in a budget bind

Jupiter Asset Management
24 November 2025

Artemis Strategic Bond Fund quarterly commentary

Artemis Fund Managers
24 November 2025

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