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News & Research

PIMCO

Rules forcing funds to underweight TSMC leads to a riskier overall portfolio, warns manager

Jonathan Jones
28 October 2026
JPM Emerging Markets co-manager Leon Eidelman runs a US version of his fund where he is overweight the stock.

One fund and one trust to hold for just one year

Matteo Anelli
28 October 2026
Bonds, smaller companies and miners are among the picks for investors with a short time horizon.

The global funds leaning hardest on the market’s biggest stocks

Gary Jackson
27 October 2026
Trustnet finds the IA Global funds with the largest positions in Nvidia, Microsoft and the rest of the index’s biggest stocks.

UK IPOs: Is the next wave coming from private equity or staying private?

Matteo Anelli
26 October 2026
Private equity owners are a likely source of new London listings, but going public is not the only option.

AI’s next disruption

26 October 2026

Fundswire

Managed Fund Q3 2026 investment update

Baillie Gifford
28 October 2026
Read more

India’s alpha opportunity

Liontrust Asset Management
28 October 2026
Read more

Is following the crowd the biggest investment risk?

Allianz Global Investors
28 October 2026
Read more

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