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PIMCO

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

Matteo Anelli
12 October 2026
Aberforth and Aurora are among the favourites chosen by our fund pickers.

‘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

Fund and trust picks for investors bracing for Budget volatility

09 October 2026

Fundswire

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

Allianz Global Investors
12 October 2026
Read more

Asian smaller companies and the age of “sustainable superabundance”

Aberdeen Investments
12 October 2026
Read more

Merlin Weekly Macro: Germany’s political polarisation

Jupiter Asset Management
08 October 2026
Read more

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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