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PIMCO

Takeover activity shows UK stocks are too cheap to ignore

David Brenchley
18 June 2026
There is now a structural undervaluation of UK plc by public market investors of all stripes

Miles below fair value: Why investment trusts think now is the time for UK mid-caps

Emmy Hawker
18 June 2026
Managers cite decade-low valuations, a rare FTSE 250 yield inversion and rising takeover premia as reasons to build exposure.

‘Better the devil you know’: Why the UK political status quo is better for investors

Jonathan Jones
17 June 2026
UK mid- and small-cap fund manager Eustace Santa Barbara explains why Keir Starmer is potentially a more market-friendly choice than Andy Burnham.

Brexit a decade on

Michael Browne
17 June 2026
Franklin Templeton's Michael Browne revisits the case for UK assets a decade on, finding that corporate earnings have been more resilient than the political turmoil implied.

When losing money, the instinct is to do something – usually, that's the mistake

17 June 2026

George Cheveley wins FE fundinfo Alpha Manager of the Year award

16 June 2026

Can Japan’s new prime minister keep the market rally alive?

16 June 2026

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