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PIMCO

Investing beyond the hyperscalers in unconstrained fixed income

Richard Hodges and Richard Hastings
10 November 2026
In the public markets, bonds issued by Amazon, Alphabet, Meta, Microsoft and Oracle are expected to account for 5.1% of the Bloomberg US Corporate Index in 2026.

The US funds that make money when the tech giants drop

Jonathan Jones
10 November 2026
Not all funds have suffered as the AI trade has wobbled in recent months.

Baillie Gifford’s Brodie: The small-cap fund industry ‘shoots itself in the foot’

Emmy Hawker
09 November 2026
With no market-cap sell trigger, Baillie Gifford Global Discovery holds winners long after they outgrow the S&P Global SmallCap index.

How to cut tech exposure without ripping up your global fund

Matteo Anelli
09 November 2026
Equal-weight, ex-US and active funds all reduce reliance on US tech, as professionals disagree on which works best.

The winning and losing funds when tech stocks crashed on 5 November

06 November 2026

Seven simple investing lessons, hidden growth opportunities and the rise of dividend cuts: Thoughts from Fundswire this fortnight

06 November 2026

One fund or trust for investors who can hold for five years

06 November 2026

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