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News & Research

PIMCO

The UK is the only place that doesn’t back its own market: This needs to change

Jonathan Jones
13 July 2026
There is a lot of potential money out there, it just needs to be utilised, says JOHCM’s Clive Beagles.

Has Terry Smith fixed Fundsmith's problem or found an excuse?

Gary Jackson
13 July 2026
Analysts are divided over whether Terry Smith's decision to ease Fundsmith Equity's 'do nothing' principle is a rational response to a momentum-driven market or a departure from the discipline that built the fu…

The most consistent multi-asset funds over three years still going strong in 2026

Emmy Hawker
10 July 2026
Strategies from Vanguard, Aegon and more have logged consecutive first-quartile returns in their sector.

The non-AI asset class that will make 30% a year if things stay as they are

Jonathan Jones
09 July 2026
Some pockets of the emerging markets make the majority of their returns when the US dollar is weakening – as has been over the past 18 months.

The United States at 250: Looking beyond big tech to the businesses powering the next chapter of US growth

09 July 2026

The long-term UK laggards turning things around in 2026

09 July 2026

How to invest in the swathe of AI-related debt

08 July 2026

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