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PIMCO

Investing beyond the hyperscalers in unconstrained fixed income

Richard Hodges and Richard Hastings
10 November 2026
In the public markets, bonds issued by Amazon, Alphabet, Meta, Microsoft and Oracle are expected to account for 5.1% of the Bloomberg US Corporate Index in 2026.

The US funds that make money when the tech giants drop

Jonathan Jones
10 November 2026
Not all funds have suffered as the AI trade has wobbled in recent months.

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

Beyond the headwinds: Why India's growth story remains compelling

09 November 2026

How to cut tech exposure without ripping up your global fund

09 November 2026

Why Fidelity Emerging Markets can own all three AI chip heavyweights and still stay active

06 November 2026

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