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News & Research

PIMCO

High-flying semiconductor stocks fall 11% in a week: What investors need to know

Gary Jackson
19 October 2026
The reversal in a sector that has driven much of 2026's equity market gains has implications for portfolios holding global equity, technology and emerging market funds.

Three bargain UK shares these investment trust managers find most mispriced

Matteo Anelli
19 October 2026
Artemis, Strategic Equity Capital and Aurora managers pick the three stocks they are most excited about.

The UK market shoots itself in the foot, says Liontrust manager

Emmy Hawker
16 October 2026
Anthony Cross argues pension and ISA tax relief can better benefit UK growth.

The chart that proves bonds and equities are rarely negatively correlated

Jonathan Jones
15 October 2026
This environment should lend itself to absolute return and alternative strategies, but the sector has not produced well enough for investors.

Mercantile co-manager Lynch to step down after 14 years

15 October 2026

Emerging markets, Artemis and value: The funds that investors are paying more attention to in 2026

15 October 2026

UK banks: The rally continues but is nearing the ‘sweet spot’ limit

13 October 2026

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