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PIMCO

‘The foundations of the rally may not be as strong as they seem’: Should US stocks be at record highs?

Gary Jackson
12 May 2026
US equities have hit all-time highs but investors are torn on whether the rally rests on solid foundations or is running ahead of reality.

From ‘HALO’ stocks to growth laggards – Japan’s shifting opportunity set

Alex Bowles and Brett Moshal
12 May 2026
Our positioning today looks at odds with market sentiment.

The UK funds paying the most in dividends over five years

Jonathan Jones
12 May 2026
Trustnet looks at the dividend payments of UK funds over the past five years.

The problem with multi-asset funds: Why portfolio construction matters more than stock picking

Matteo Anelli
11 May 2026
Franklin Templeton's Lisa Wang says fund-of-funds managers face an impossible trade-off: either end up with a benchmark portfolio after paying active fees or double down on the same exposures without realising…

Fundswire

The secret superheroes

Aberdeen Investments
12 May 2026
Read more

Why AI is more likely to create jobs than destroy them

Liontrust Asset Management
12 May 2026
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Digitisation and AI in Radiology

Liontrust Asset Management
11 May 2026
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