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PIMCO

Large-cap domination is not just a US phenomenon

Emmy Hawker
22 June 2026
The reasons smaller companies have struggled go well beyond the rise of US mega-cap tech, according to fund managers.

Miles below fair value: Why investment trusts think now is the time for UK mid-caps

Emmy Hawker
18 June 2026
Managers cite decade-low valuations, a rare FTSE 250 yield inversion and rising takeover premia as reasons to build exposure.

Brexit a decade on

Michael Browne
17 June 2026
Franklin Templeton's Michael Browne revisits the case for UK assets a decade on, finding that corporate earnings have been more resilient than the political turmoil implied.

What a ‘super El Niño’ means for commodity investing and inflation

Gary Jackson
16 June 2026
A powerful El Niño event developing in mid-2026, arriving on top of extreme temperatures and fertiliser supply disruptions, threatens severe output losses across the world's most consumed crops.

The funds with the highest returns in the first 100 days of the Iran conflict

12 June 2026

10 years on from Brexit: Investment trust managers see light at the end of the tunnel

11 June 2026

The most-backed space-related stocks ahead of the SpaceX IPO

10 June 2026

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