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News & Research

PIMCO

Fidelity's Sam Morse to retire in October 2027

Gary Jackson
08 September 2026
Fidelity International is expanding its European equities team a year ahead of Sam Morse's retirement to allow a longer handover.

The MPS providers with the most top-rated model portfolios

Gary Jackson
08 September 2026
Trustnet reveals which firms have the biggest proportion of their MPS line-up holding five FE fundinfo Crowns.

Should you buy, hold or fold JPMorgan Global Growth & Income trust?

Matteo Anelli
07 September 2026
With lead manager Helge Skibeli retiring in 2028, analysts weigh in on whether the £3.3bn trust's team-based process is reason enough to stay put.

WealthSelect trims passive US exposure and leans into value stocks

Gary Jackson
07 September 2026
Quilter's WealthSelect managers see market leadership becoming less concentrated in US mega-cap technology stocks.

Jupiter poaches Liontrust small-cap team as Service and Cable depart

07 September 2026

The global funds where it paid to take more risk

07 September 2026

Why this bond manager has chosen to sit out the market rollercoaster

04 September 2026

Fundswire

Higher yields in Europe are sending more than one message

Allianz Global Investors
08 September 2026
Read more

Artemis SmartGARP Global Equity Fund quarterly commentary

Artemis Fund Managers
08 September 2026
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What higher interest rates could mean for stocks and bonds

Capital Group
08 September 2026
Read more

An open letter to a new Prime Minister

Jupiter Asset Management
08 September 2026
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Merlin Weekly Macro: Trump’s wayward ways undermine America First

Jupiter Asset Management
07 September 2026
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Performance Tables

Contact Details

Valu-Trac Investment Management Limited, Orton, Moray, IV32 7QE

44 (0)1343 880 344

www.valu-trac.com

astute@valu-trac.com

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.