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News & Research

PIMCO

From growth to value: Is healthcare entering value investors' orbit?

Emmy Hawker
02 September 2025
With valuations at multi-decade lows, healthcare stocks are increasingly considered undervalued opportunities in a volatile market.

AI will end the Magnificent Seven's global dominance, warn Liontrust managers

Emmy Hawker
02 September 2025
Nvidia, Meta and Tesla are expected to thrive as software 2.0 reshapes the current landscape.

Six funds to hold if the AI bubble bursts

Emmy Hawker
02 September 2025
Artemis, Schroder and Evenlode portfolios are among those that could offer protection if tech valuations collapse.

China and gold up, India down: The best and worst funds and trusts of August

Jonathan Jones
01 September 2025
China and gold dominated the top of the performance tables in August, while India, UK gilts, property and infrastructure all cooled.

Fundswire

The speed and scale of AI disruption

Polar Capital
02 September 2025
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Merlin Weekly Macro: Fishing for answers at Jackson Hole

Jupiter Asset Management
02 September 2025
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Banks benefit from earnings tailwind

Polar Capital
01 September 2025
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Merlin Weekly Macro: VJ Day and what’s at stake in Ukraine

Jupiter Asset Management
01 September 2025
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Tour de France: the Japanese connection

Baillie Gifford
01 September 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.