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PIMCO

Implications of higher interest rates, where to look for retirement savings and emerging markets allocations: Thoughts from Fundswire this fortnight

Diana Llewellyn
11 September 2026
On this fortnight’s Fundswire round-up, Capital Group looks at how higher interest rates could affect stocks and bonds while Baillie Gifford explains why investors may need to rethink how much they allocate to…

BlackRock vs Fidelity vs Liontrust: Which giant European fund is best?

Matteo Anelli
11 September 2026
Europe's biggest active fund has also been the weakest performer.

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

09 September 2026

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

09 September 2026

Fidelity's Sam Morse to retire in October 2027

08 September 2026

Fundswire

The Monks Investment Trust: Manager Insights

Baillie Gifford
11 September 2026
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Artemis High Income Fund quarterly commentary

Artemis Fund Managers
11 September 2026
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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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