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News & Research

PIMCO

Why Ruffer thinks retail, luxury and travel stocks are the next AI trades

Gary Jackson
10 September 2026
The absolute return manager argues that bonuses, IPO windfalls and land payments generated by the AI build-out could start to filter into consumer spending.

How Fidelity’s new MPS range is navigating bottom-dwelling European markets

Matteo Anelli
10 September 2026
Fidelity MPS manager Caroline Shaw is narrowing her bets in the region while adding gold to her portfolios.

Funds that help diversify away from the AI theme

Gary Jackson
09 September 2026
Trustnet's correlation analysis points to UK equity income, commodities and select global funds as options for investors wanting less exposure to AI.

Is the Sharpe ratio still fit for purpose in the 2020s?

Emmy Hawker
09 September 2026
Rising rates and market volatility have made a Sharpe ratio of 1 hard to hit.

Fidelity's Sam Morse to retire in October 2027

08 September 2026

Should you buy, hold or fold JPMorgan Global Growth & Income trust?

07 September 2026

WealthSelect trims passive US exposure and leans into value stocks

07 September 2026

Fundswire

Emerging markets: enough is not enough

Baillie Gifford
10 September 2026
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Baillie Gifford UK Growth Trust: Manager Insights

Baillie Gifford
10 September 2026
Co-manager Iain McCombie discusses challenging relative performance, new holdings and why the…
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Artemis Corporate Bond Fund quarterly commentary

Artemis Fund Managers
10 September 2026
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Baillie Gifford UK Growth Trust: Manager Insights

Baillie Gifford
09 September 2026
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Artemis SmartGARP Global Smaller Companies Fund quarterly commentary

Artemis Fund Managers
09 September 2026
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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.