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News & Research

PIMCO

Rathbone Global Opportunities: Six signs the market will keep broadening out in 2026

Jonathan Jones
04 March 2026
Manager James Thomson outlines why markets outside the US should continue to do well.

Ruffer shifts to credit spreads and yen as traditional defences fail

Matteo Anelli
04 March 2026
Jasmine Yeo, Alex Chartres and Ian Rees explain why the investment trust has moved away from conventional portfolio protection as correlations that held for decades break down.

Dividends and the changing nature of emerging markets

Omar Negyal
03 March 2026
Dividends are no longer confined to a limited narrow group of traditional income sectors.

Drones, missiles and the new rules of war: What the Iran conflict means for defence stocks

Gary Jackson
03 March 2026
The weekend's US-Israeli strikes on Iran exposed a critical gap in modern air defence, one that is already moving share prices and is likely to reshape defence procurement.

Should you buy, hold or fold Liontrust Special Situations?

03 March 2026

The young multi-asset funds that made top-quartile returns in their first three years

02 March 2026

Artemis’ Altaf: Is it too late to invest in emerging markets?

02 March 2026

Performance Tables

Contact Details

Canon's Court, 22 Victoria Street, Hamilton, Bermuda, HM12

01372 271486

http://www.uem.bm/

jchi@penswordcapital.com

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.