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PIMCO

The 2022 trip to a ‘bleak’ Sillicon Valley that helped this manager get in early to the AI boom

Matteo Anelli
20 September 2023
PGIM’s Mark Baribeau tells how Silicon Valley was more like Death Valley.

Markets are grossly underestimating inflation – get ready for a decade of 4% annual rates

Tom Aylott
20 September 2023
Orbis’s Cutler says it “blows him away” that investors believe a return to 2% inflation is possible.

The best and worst US funds during rising and falling markets

Jonathan Jones
20 September 2023
Trustnet looks at the funds in the IA North America sector that boomed when the S&P 500 rose and protected investors when the market dropped.

The UK mid-cap premium has disappeared as valuations reach ‘rarely seen’ levels

Jonathan Jones
19 September 2023
JP Morgan Mid Cap Trust’s managers have 10% gearing to take advantage of “compelling valuations”.

New consumers, new market: The trends set by the younger generations

19 September 2023

Why Baillie Gifford’s Earnshaw is stepping away from global companies

18 September 2023

Who are the winners at the AI party?

18 September 2023

Fundswire

Between the Lines: September 2023

Quilter Investors
21 September 2023
Read more

Airbnb: booking beds and profits

Liontrust Asset Management
21 September 2023
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AI – opportunity or threat?

Allianz Global Investors
21 September 2023
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Jupiter Merlin Weekly: What to make of contradictory data?

Jupiter Asset Management
21 September 2023
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What just happened? – A look back at the year so far.

Allianz Global Investors
20 September 2023
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