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News & Research

PIMCO

The US funds that make money when the tech giants drop

Jonathan Jones
10 November 2026
Not all funds have suffered as the AI trade has wobbled in recent months.

Baillie Gifford’s Brodie: The small-cap fund industry ‘shoots itself in the foot’

Emmy Hawker
09 November 2026
With no market-cap sell trigger, Baillie Gifford Global Discovery holds winners long after they outgrow the S&P Global SmallCap index.

How to cut tech exposure without ripping up your global fund

Matteo Anelli
09 November 2026
Equal-weight, ex-US and active funds all reduce reliance on US tech, as professionals disagree on which works best.

The winning and losing funds when tech stocks crashed on 5 November

Gary Jackson
06 November 2026
Technology and AI funds suffered the heaviest losses on the day, while gold and Chinese equity funds made the biggest gains.

Seven simple investing lessons, hidden growth opportunities and the rise of dividend cuts: Thoughts from Fundswire this fortnight

06 November 2026

One fund or trust for investors who can hold for five years

06 November 2026

The funds rallying the most as investors sell AI stocks

05 November 2026

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