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PIMCO

UK banks: The rally continues but is nearing the ‘sweet spot’ limit

Emmy Hawker
13 October 2026
Higher-for-longer interest rates could drag performance down, while City of London Investment Trust’s Job Curtis warns against a Budget bank tax hike.

BlackRock reverses longstanding US treasury underweight while downgrading US stocks

Gary Jackson
13 October 2026
The world’s largest asset manager has closed a six-year underweight in US government debt and downgraded US equities, as treasury yields trade at 24-year highs.

‘The index is completely meaningless,’ says top global value manager

Jonathan Jones
09 October 2026
Value indices include stocks that “no value manager” would own, although the broader global index also has its problems.

Jupiter launches global bond fund for Alpha Manager

Jonathan Jones
08 October 2026
Hilary Blandy will run the newly created Jupiter Global Monthly Income Bond fund.

The commodity set for a decade-long bull market

07 October 2026

The pace of rising bond yields matters more than the level, say strategists

30 September 2026

Six funds and trusts for a higher-for-longer interest rate environment

30 September 2026

Fundswire

Secrets of success – what Jannik Sinner and Best Styles have in common

Allianz Global Investors
12 October 2026
Read more

Asian smaller companies and the age of “sustainable superabundance”

Aberdeen Investments
12 October 2026
Read more

Merlin Weekly Macro: Germany’s political polarisation

Jupiter Asset Management
08 October 2026
Read more

China in your hand

Kepler Trust Intelligence
07 October 2026
Read more

The Small-Cap Odyssey

Kepler Trust Intelligence
07 October 2026
Read more

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