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News & Research

PIMCO

A new wave or the usual suspects: Fund managers reveal their AI plays

Emmy Hawker
11 August 2026
Three years into the AI build-out, managers say there is still plenty of room to run.

Strait of Hormuz trade will come back but it won’t be the same, warns shipping expert

Jonathan Jones
10 August 2026
Nicolas Tirogalas explains why it could take at least six months once the strait is reopened for trade to return to its full capacity.

Forvis Mazars tilts model portfolios away from US tech and UK stocks

Gary Jackson
10 August 2026
Meanwhile, gold moved from an underweight to a neutral position while government bond exposure increased.

How the most recommended funds by platforms performed so far this year

Matteo Anelli
07 August 2026
Six strategies out of 16 made double-digit returns in the first half of 2026.

AJ Bell identifies five rising star fund managers

06 August 2026

Artemis’ Weldon: Value and growth are ‘bogus concepts’

06 August 2026

Four value funds and trusts for investors nervous about stretched valuations

06 August 2026

Fundswire

CIO’s Market Watch – July

Premier Miton
07 August 2026
Read more

Apple: the magnificent fast follower

Baillie Gifford
05 August 2026
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Merlin Weekly Macro: Trump, Putin setbacks heighten geopolitical risk

Jupiter Asset Management
04 August 2026
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US Growth Trust: private access, public value

Baillie Gifford
04 August 2026
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House View Update: Fed hikes back in focus

Allianz Global Investors
03 August 2026
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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.