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News & Research

PIMCO

Jupiter’s Alentorn: ‘We can’t rely on fundamentals when markets run on sentiment’

Matteo Anelli
12 December 2025
The manager explains how his fund’s process has evolved since 2019 and why value signals dominated its positioning this year.

‘15% of your portfolio should be in gold,’ says Shard Capital’s Knacke

Patrick Sanders
11 December 2025
The average investor is underexposed to the yellow metal, according to the firm's head of research.

Can China’s recovery continue to defy expectations?

Darius McDermott
10 December 2025
FundCalibre’s Darius McDermott looks at the likelihood of Chinese stocks continuing to outperform from here.

The emerging market funds outperforming over all standard time frames

Patrick Sanders
10 December 2025
Funds from Macquarie, Artemis and Robeco, among others, performed well.

JPMorgan Global Growth & Income is AJ Bell’s most popular active fund this year

09 December 2025

The six IA UK All Companies funds most correlated to the S&P 500

09 December 2025

A global leader in animal genetics trading well below its true value

08 December 2025

Performance Tables

Contact Details

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0800 854 057

http://www.yfmprivateequity.co.uk

bsc@yfmprivateequity.co.uk

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.