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News & Research

PIMCO

“The AI trade gone global”: Asia powers the first half of 2026

Matteo Anelli
02 July 2026
The biggest winners of the year so far were Asian chipmakers.

The AI trade that doesn’t require you to pick a winner

Emmy Hawker
01 July 2026
Orbis manager Alec Cutler explains why he is focused on the unloved ‘picks and shovels’ in Pennsylvania and why he is still holding TSMC despite the geopolitical risk.

Fundswire

Rebuilding confidence in UK growth

Baillie Gifford
02 July 2026
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Assessing SpaceX through a sustainable investment lens

Liontrust Asset Management
02 July 2026
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Active Stewardship: the role of engagement

Allianz Global Investors
02 July 2026
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Aiming beyond the Magnificent 7

Liontrust Asset Management
01 July 2026
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Performance Tables

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