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PIMCO

Why Ruffer thinks retail, luxury and travel stocks are the next AI trades

Gary Jackson
10 September 2026
The absolute return manager argues that bonuses, IPO windfalls and land payments generated by the AI build-out could start to filter into consumer spending.

How Fidelity’s new MPS range is navigating bottom-dwelling European markets

Matteo Anelli
10 September 2026
Fidelity MPS manager Caroline Shaw is narrowing her bets in the region while adding gold to her portfolios.

The government just needs to ‘get out of the way’ at the upcoming Budget, says UK manager

Jonathan Jones
09 September 2026
Markets are nervy, which means there could be real upside if the government remains prudent with its spending.

Funds that help diversify away from the AI theme

Gary Jackson
09 September 2026
Trustnet's correlation analysis points to UK equity income, commodities and select global funds as options for investors wanting less exposure to AI.

Is the Sharpe ratio still fit for purpose in the 2020s?

09 September 2026

Fidelity's Sam Morse to retire in October 2027

08 September 2026

The MPS providers with the most top-rated model portfolios

08 September 2026

Fundswire

Emerging markets: enough is not enough

Baillie Gifford
10 September 2026
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Baillie Gifford UK Growth Trust: Manager Insights

Baillie Gifford
10 September 2026
Co-manager Iain McCombie discusses challenging relative performance, new holdings and why the…
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Artemis Corporate Bond Fund quarterly commentary

Artemis Fund Managers
10 September 2026
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Baillie Gifford UK Growth Trust: Manager Insights

Baillie Gifford
09 September 2026
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Artemis SmartGARP Global Smaller Companies Fund quarterly commentary

Artemis Fund Managers
09 September 2026
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