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News & Research

PIMCO

The only two funds to invest in North America with no stress

Matteo Anelli
18 February 2026
There haven’t been many portfolios with good defensive characteristics and risk exposure in the past five years.

AI-washing: Companies are rebadging tech as AI for ‘fear of losing their premium rating’

Jonathan Jones
17 February 2026
Rathbones managers James Thomson and David Harrison explain why companies must show AI use cases to “get out of the way of the steam train” of being branded an AI loser.

Europe, mid-caps and global equities: Four Aviva funds fail to offer value, finds report

Jonathan Jones
16 February 2026
The firm’s value assessment highlighted four funds worthy of a red flag.

Two long-term US winners slipped in 2025 while former laggards surged

Emmy Hawker
12 February 2026
AXA and Baillie Gifford’s long term outperformers stumbled in 2025.

The UK funds to invest with no stress

12 February 2026

The young strategic bond fund topping the sector over 3yrs

11 February 2026

The UK funds that have ticked (just about) all the boxes in the past three years

11 February 2026

Performance Tables

Contact Details

53 Threadneedle Street, London, EC2R 8AR

020 7448 8600

http://www.montanaro.co.uk/

enquiries@montanaro.co.uk

Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.