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News & Research

PIMCO

The four companies proving the UK is still home to innovation

Emmy Hawker
10 November 2026
UK growth stocks are delivering again but share prices have yet to follow, says Baillie Gifford’s James Smith.

AVI Global Trust's portfolio at widest discount since past three market crises

Gary Jackson
10 November 2026
The gap between what AVI Global Trust's holdings are worth and what the market pays for them has reached levels last seen in the depths of three separate crises.

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’

09 November 2026

How to cut tech exposure without ripping up your global fund

09 November 2026

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

06 November 2026

Performance Tables

Contact Details

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