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News & Research

PIMCO

The best and worst funds of Q3 2026

Matteo Anelli
02 October 2026
Trustnet looks at which funds and trusts led and lagged in the third quarter, as oil, gold and a Federal Reserve rate rise moved markets.

The single biggest risk markets aren’t pricing in

Emmy Hawker
01 October 2026
Physical climate risk is already hitting company cashflows.

Just 68 of 1,100 bond funds have made money since June

Gary Jackson
01 October 2026
Only 6.2% of the bond funds in the Investment Association universe have avoided losses since US treasury yields began climbing at the end of June.

The pace of rising bond yields matters more than the level, say strategists

Gary Jackson
30 September 2026
Nuveen and BlackRock argue that a slow, growth-driven rise in treasury yields is far easier for markets to absorb than a rapid repricing, even as the 10-year yield reaches levels last seen in 2007.

Fundswire

US investment grade credit: AI propels issuance in 2026

Allianz Global Investors
02 October 2026
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US Growth Trust: why the Saba vote matters

Baillie Gifford
01 October 2026
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Power: the race to keep the lights on

Allianz Global Investors
01 October 2026
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ECB in focus: why we’re raising our interest rate forecast

Allianz Global Investors
30 September 2026
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Fed rate hike: Three views on what's next

Capital Group
29 September 2026
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Performance Tables

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Investor-Relations@polarcapital.co.uk

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