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News & Research

PIMCO

Forget growth vs value – this manager says the real split is between AI winners and losers

Emmy Hawker
09 June 2026
Alger’s Ankur Crawford warns that AI’s rapid evolution will create sharp divergences within sectors, as former disruptors become disrupted.

Funds to hold alongside Vanguard LifeStrategy 40% Equity

Emmy Hawker
09 June 2026
Selectors highlight strategies that could complement Vanguard’s defensive 40/60 portfolio.

The global equity funds with the highest correlation to momentum stocks

Gary Jackson
09 June 2026
Trustnet searches the IA Global sector for the funds most correlated to the MSCI AC World Momentum index.

The funds that were hit hardest by Friday's AI sell-off

Gary Jackson
08 June 2026
A convergence of a US jobs shock, an AI earnings miss and fresh tariff proposals triggered a sell-off at the end of last week, although UK equity funds posted gains.

British bargains: The cheapest UK trusts relative to their own history

08 June 2026

I don’t know how managers can have conviction in things, says James Henderson

05 June 2026

Five ‘go anywhere’ picks for investors tired of labels

05 June 2026

Performance Tables

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