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PIMCO

The ‘Rocky’ road for UK mid-caps

Darius McDermott
02 October 2025
UK mid-caps have had to tackle a difficult domestic economy, rising rates and geopolitical challenges.

Trump has failed to lock China out of the AI race, says Polar Capital manager

Emmy Hawker
02 October 2025
China's burgeoning AI sector is set to thrive in the face of chip bans and tariffs.

The best US funds in rising and falling markets

Emmy Hawker
02 October 2025
Funds from Morgan Stanley, State Street, BNY Mellon and more stand out for their ability to perform no matter the weather.

US equities approach dot-com bubble valuations as markets ‘rip higher’

Jonathan Jones
01 October 2025
Portfolio managers explain why markets have rallied in recent months and give differing opinions on whether now is the time to be cautious or optimistic.

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