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PIMCO

Neither bubble nor blow-off: What next for the AI semiconductor cycle?

Gary Jackson
06 July 2026
Edmond de Rothschild's research team says the artificial intelligence investment cycle is maturing rather than turning.

The only region where large-caps didn’t win

Emmy Hawker
06 July 2026
Sector mix, domestic exposure and Europe’s reindustrialisation cycle propelled mid-cap performance over a decade.

Crown ratings: The bond funds that have stood the test of time

Matteo Anelli
06 July 2026
Trustnet screens bond sectors for funds that have maintained a maximum FE fundinfo rating for most of the past decade.

‘The global importance of Europe has faded’, says Jupiter European manager

Emmy Hawker
03 July 2026
But Niall Gallagher argues the case for investing is stronger than it has been for years.

Halfway there: How the Trustnet team's 2026 fund picks are getting on

03 July 2026

European equities on the up

02 July 2026

The AI trade that doesn’t require you to pick a winner

01 July 2026

Fundswire

European construction: Green shoots of growth?

Capital Group
06 July 2026
Read more

Premier Miton’s CIO Market Watch covering June

Premier Miton
06 July 2026
Read more

Fixed Income Forward: Little room for error

Allianz Global Investors
03 July 2026
Read more

Rebuilding confidence in UK growth

Baillie Gifford
02 July 2026
Read more

Assessing SpaceX through a sustainable investment lens

Liontrust Asset Management
02 July 2026
Read more

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.