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PIMCO

Gilt yields hit 18-year high as bond vigilantes punish Starmer’s political crisis

Gary Jackson
12 May 2026
The surge in UK borrowing costs reflects a structural repricing of fiscal credibility, not just political noise, according to analysts.

‘The foundations of the rally may not be as strong as they seem’: Should US stocks be at record highs?

Gary Jackson
12 May 2026
US equities have hit all-time highs but investors are torn on whether the rally rests on solid foundations or is running ahead of reality.

From ‘HALO’ stocks to growth laggards – Japan’s shifting opportunity set

Alex Bowles and Brett Moshal
12 May 2026
Our positioning today looks at odds with market sentiment.

The UK funds paying the most in dividends over five years

Jonathan Jones
12 May 2026
Trustnet looks at the dividend payments of UK funds over the past five years.

The problem with multi-asset funds: Why portfolio construction matters more than stock picking

11 May 2026

The emerging market and Asian equity funds that have done the best job of dodging the bottom quartile

11 May 2026

Rathbone’s Dobbie: It used to be much harder to increase our dividend

08 May 2026

Fundswire

The secret superheroes

Aberdeen Investments
12 May 2026
Read more

Why AI is more likely to create jobs than destroy them

Liontrust Asset Management
12 May 2026
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Premier Miton MPS monthly market views – April

Premier Miton
12 May 2026
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Digitisation and AI in Radiology

Liontrust Asset Management
11 May 2026
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A day in the life of a female investment manager

Aberdeen Investments
11 May 2026
Read more

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