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PIMCO

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

Emmy Hawker
13 October 2026
Higher-for-longer interest rates could drag performance down, while City of London Investment Trust’s Job Curtis warns against a Budget bank tax hike.

BlackRock reverses longstanding US treasury underweight while downgrading US stocks

Gary Jackson
13 October 2026
The world’s largest asset manager has closed a six-year underweight in US government debt and downgraded US equities, as treasury yields trade at 24-year highs.

How this £1.7bn trust manager is preparing for the Budget

Matteo Anelli
13 October 2026
Mercantile has cut its borrowing to keep room for Budget winners.

Edinburgh Investment Trust turns to housebuilders after a tough year

Emmy Hawker
12 October 2026
AI fears, a few disappointing holdings and an underweight in banks has weighed on returns.

UK fund picks: Experts prefer smaller companies trusts

12 October 2026

‘The index is completely meaningless,’ says top global value manager

09 October 2026

The strength of the US economy, dividend reinvestment and laying the foundations for cleaner construction: Thoughts from Fundswire this fortnight

09 October 2026

Fundswire

Secrets of success – what Jannik Sinner and Best Styles have in common

Allianz Global Investors
12 October 2026
Read more

Merlin Weekly Macro: Germany’s political polarisation

Jupiter Asset Management
08 October 2026
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Mosaic theory: from fragments to conviction

Allianz Global Investors
07 October 2026
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House View Q4 2026: Renewed momentum

Allianz Global Investors
06 October 2026
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Why the US economy is stronger than you might think

Capital Group
06 October 2026
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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.