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PIMCO

Active funds undone by the 'nightmare backdrop' of emerging markets

Gary Jackson
17 August 2026
Emerging markets are normally seen as fertile ground for stockpickers, but most active funds in this space underperformed in July.

It is too early to back this Alpha Manager-led UK small-cap fund, say fund pickers

Matteo Anelli
17 August 2026
The FTSE 250 is hitting record highs and mid-caps are attracting bids, but micro-caps have yet to see the money follow.

Baillie Gifford on Apple and hidden gems in smaller companies: Thoughts from Fundswire this fortnight

Diana Llewellyn
14 August 2026
On this fortnight’s Fundswire roundup, Baillie Gifford explains why Apple's fast-follower strategy, among other factors, underpins its long-term investment case while Aberdeen explores the hidden gems in the UK…

‘Closer to a tailwind than a headwind’: Why active funds suddenly started beating the market in July

Gary Jackson
14 August 2026
The share of active equity funds outperforming their benchmark rose by 20.5 percentage points in a single month.

Fundswire

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