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News & Research

PIMCO

Lazard’s Donald: I hold TSMC despite ‘gigantic’ China-Taiwan risk

Matteo Anelli
17 June 2025
James Donald warns investors not to underestimate the geopolitical threat but argues the chipmaker’s dominance makes it hard to avoid.

The sector-specific trusts consistently outperforming for Sharpe ratio

Gary Jackson
16 June 2025
Trustnet reveals the investments trusts with strong risk-adjusted returns from investing in a specialist industry.

Alternative options if the dollar loses its ‘reserve’ status

Patrick Sanders
16 June 2025
The yen, the euro and the Norwegian kroner are all in line to benefit if people lose faith in the US currency.

Why this fund went overweight China for the first time in almost 30 years

Matteo Anelli
13 June 2025
Cheap valuations finally drew the portfolio above index weight in China, although now, the manager is trimming back as prices rise.

The US funds this manager still backs despite underweighting America

12 June 2025

Vanguard launches short-term gilt index fund

12 June 2025

Blue Whale’s Yiu headlines the newest members of the Alpha Manager Hall of Fame

11 June 2025

Fundswire

Politics is a constant

Liontrust Asset Management
11 July 2025
Read more

Merlin Weekly Macro: Reeves in fiscal fantasy land?

Jupiter Asset Management
10 July 2025
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Monthly news and views from Premier Miton’s MPS Investment Director

Premier Miton
10 July 2025
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Emerging markets: a game of two halves

Aberdeen Investments
10 July 2025
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Aberdeen Equity Income: a trust for all seasons

Aberdeen Investments
10 July 2025
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Performance Tables

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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.