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News & Research

PIMCO

Active funds undone by the 'nightmare backdrop' of emerging markets

Gary Jackson
17 August 2026
Emerging markets are normally seen as fertile ground for stockpickers, but most active funds in this space underperformed in July.

It is too early to back this Alpha Manager-led UK small-cap fund, say fund pickers

Matteo Anelli
17 August 2026
The FTSE 250 is hitting record highs and mid-caps are attracting bids, but micro-caps have yet to see the money follow.

Korea and Taiwan are expensive but China is at the bottom of its cycle, says Asia manager

Emmy Hawker
14 August 2026
Invesco’s William Lam argues AI-driven momentum is ignoring pockets of deep value in China.

Baillie Gifford on Apple and hidden gems in smaller companies: Thoughts from Fundswire this fortnight

Diana Llewellyn
14 August 2026
On this fortnight’s Fundswire roundup, Baillie Gifford explains why Apple's fast-follower strategy, among other factors, underpins its long-term investment case while Aberdeen explores the hidden gems in the UK…

‘Closer to a tailwind than a headwind’: Why active funds suddenly started beating the market in July

14 August 2026

Hargreaves Lansdown’s three funds for passive income

13 August 2026

How managers are positioned in the Magnificent Seven

13 August 2026

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