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News & Research

PIMCO

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

Gary Jackson
08 September 2026
Fidelity International is expanding its European equities team a year ahead of Sam Morse's retirement to allow a longer handover.

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

Matteo Anelli
07 September 2026
With lead manager Helge Skibeli retiring in 2028, analysts weigh in on whether the £3.3bn trust's team-based process is reason enough to stay put.

WealthSelect trims passive US exposure and leans into value stocks

Gary Jackson
07 September 2026
Quilter's WealthSelect managers see market leadership becoming less concentrated in US mega-cap technology stocks.

Jupiter poaches Liontrust small-cap team as Service and Cable depart

07 September 2026

The global funds where it paid to take more risk

07 September 2026

The emerging market funds where taking extra risk paid off

03 September 2026

Fundswire

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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Higher yields in Europe are sending more than one message

Allianz Global Investors
08 September 2026
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Artemis SmartGARP Global Equity Fund quarterly commentary

Artemis Fund Managers
08 September 2026
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An open letter to a new Prime Minister

Jupiter Asset Management
08 September 2026
Read more

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.