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PIMCO

‘The index is completely meaningless,’ says top global value manager

Jonathan Jones
09 October 2026
Value indices include stocks that “no value manager” would own, although the broader global index also has its problems.

The strength of the US economy, dividend reinvestment and laying the foundations for cleaner construction: Thoughts from Fundswire this fortnight

Diana Llewellyn
09 October 2026
On this fortnight’s Fundswire round-up, Capital Group talks about why the US economy is stronger than you might think while Aberdeen explores how a Dividend Reinvestment Plan (DRIP) can help support long-term i…

Fund and trust picks for investors bracing for Budget volatility

Emmy Hawker
09 October 2026
Fund selectors believe these strategies can weather the storm.

Not owning Chinese stocks doesn't mean you've avoided China risk, says Scottish Mortgage's Burns

Matteo Anelli
08 October 2026
Investors holding the likes of Tesla and Apple carry China exposure with little discount priced in.

Fundswire

Merlin Weekly Macro: Germany’s political polarisation

Jupiter Asset Management
08 October 2026
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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
Read more

Laying the foundations for cleaner construction

Allianz Global Investors
06 October 2026
Read more

Performance Tables

Contact Details

AXA Investment Managers UK Limited, 22 Bishopsgate, London EC2N 4BQ, United Kingdom, |0345 7775511|https://www.axa-im.co.uk

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