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News & Research

PIMCO

Cutting US tech: Banks and the consumer are the place to be, says JP Morgan

Patrick Sanders
27 June 2025
JPM US specialist Katie Magee explains why recent trends in US mega caps are unlikely to repeat.

When boring is beautiful: A perfect portfolio for market volatility

Matteo Anelli
27 June 2025
Chelsea’s Darius McDermott selects a defensive portfolio for uncertain times.

Six months on from Trump’s inauguration: Why flexibility has been key for Chinese allocations in 2025

James Flintoft
26 June 2025
AJ Bell’s James Flintoft assess both the opportunities and the risks of investing in China.

Why more trusts now trade at a premium – and which ones

Matteo Anelli
26 June 2025
More trusts are moving above NAV as investors reward income, reliability and unique holdings.

Performance Tables

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