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News & Research

PIMCO

The true cost of AI and why current spending is not sustainable

Jonathan Jones
11 November 2026
Brunner investment trust managers Julian Bishop and James Ashworth explain why assumptions over the AI capex cycle could be under strain.

The IA Global funds that moved most closely with their benchmark

Matteo Anelli
11 November 2026
Six actively managed IA Global funds tracked their stated benchmark closely over three years. Only two beat the MSCI AC World.

The four companies proving the UK is still home to innovation

Emmy Hawker
10 November 2026
UK growth stocks are delivering again but share prices have yet to follow, says Baillie Gifford’s James Smith.

AVI Global Trust's portfolio at widest discount since past three market crises

Gary Jackson
10 November 2026
The gap between what AVI Global Trust's holdings are worth and what the market pays for them has reached levels last seen in the depths of three separate crises.

Redwheel’s Lance: Stratospheric ratings for AI winners, crushed valuations for the losers

09 November 2026

Baillie Gifford’s Brodie: The small-cap fund industry ‘shoots itself in the foot’

09 November 2026

The winning and losing funds when tech stocks crashed on 5 November

06 November 2026

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