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PIMCO

Korea and Taiwan are expensive but China is at the bottom of its cycle, says Asia manager

Emmy Hawker
14 August 2026
Invesco’s William Lam argues AI-driven momentum is ignoring pockets of deep value in China.

Baillie Gifford on Apple and hidden gems in smaller companies: Thoughts from Fundswire this fortnight

Diana Llewellyn
14 August 2026
On this fortnight’s Fundswire roundup, Baillie Gifford explains why Apple's fast-follower strategy, among other factors, underpins its long-term investment case while Aberdeen explores the hidden gems in the UK…

‘Closer to a tailwind than a headwind’: Why active funds suddenly started beating the market in July

Gary Jackson
14 August 2026
The share of active equity funds outperforming their benchmark rose by 20.5 percentage points in a single month.

Hargreaves Lansdown’s three funds for passive income

Jonathan Jones
13 August 2026
Artemis, Royal London and Ninety One are all represented.

How managers are positioned in the Magnificent Seven

13 August 2026

The UK’s exceptional start to H2: A Burnham bounce or something more?

12 August 2026

The funds experts are backing in 2026’s best-performing major market

12 August 2026

Fundswire

SpaceX: past, present, future

Baillie Gifford
13 August 2026
Read more

Merlin Weekly Macro: The yen intervention conundrum

Jupiter Asset Management
13 August 2026
Read more

Premier Miton MPS monthly market views – July

Premier Miton
13 August 2026
Read more

CIO’s Market Watch – July

Premier Miton
07 August 2026
Read more

Apple: the magnificent fast follower

Baillie Gifford
05 August 2026
Read more

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