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News & Research

PIMCO

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.

‘Better the devil you know’: Why the UK political status quo is better for investors

Jonathan Jones
17 June 2026
UK mid- and small-cap fund manager Eustace Santa Barbara explains why Keir Starmer is potentially a more market-friendly choice than Andy Burnham.

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.

When losing money, the instinct is to do something – usually, that's the mistake

Matteo Anelli
17 June 2026
Markets have been volatile enough this year to rattle even experienced investors.

Performance Tables

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