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PIMCO

Let me entertain you: Fidelity American Special Situations is backing Disney

Emma Wallis
24 May 2024
Storytelling that drives higher revenue should enable Disney to achieve double digit operating margins, according to Rosanna Burcheri, manager of Fidelity American Special Situations.

Nine multi-asset fund ideas for retired investors

Emma Wallis
24 May 2024
Troy and Royal London strategies feature amongst fund selectors’ suggestions for retirees.

Snap election could delay BoE’s first rate cut

Emma Wallis
23 May 2024
A Labour victory would be positive for housing and infrastructure, but the overall impact on financial markets will be muted, investment managers suggest.

Scottish Mortgage sells Tencent; warns companies need to be more resilient

Jonathan Jones
23 May 2024
Tom Slater explains why the trust has sold longstanding holding Tencent.

Fundswire

Compass quarterly report - April 2024 (Q1 2024)

Quilter Investors
24 May 2024
Strong company earnings, improving economic data and broadly easing inflation, saw global…
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Merlin Weekly Macro: Sunak talks tough on defence

Jupiter Asset Management
21 May 2024
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