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News & Research

PIMCO

‘Tis the season for a broad EM core - and a dash of dynamic tilts

Dina Ting
04 December 2025
A diversified emerging market allocation anchors exposure to global easing, demographic growth and digital transformation, while selective country tilts reflect conviction-driven opportunities.

Britons vs the rest of the world – which investors are getting it right?

Jonathan Jones
04 December 2025
UK investors have piled out of equity funds, yet markets keep rising.

The £10bn black hole: Investors keep selling equity funds

04 December 2025

The new S&P 500 playbook: Underweight, diversify and watch your time horizon

04 December 2025

What is the future of the S&P 500?

04 December 2025

Three themes that investors might be missing out on

03 December 2025

Opportunity knocks for the market’s forgotten quality compounders

03 December 2025

Fundswire

The case for diversification in global markets

Liontrust Asset Management
04 December 2025
Read more

A dynamic case for Europe

Liontrust Asset Management
03 December 2025
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Scottish Mortgage Quarterly Data Pack Q3 2025

Baillie Gifford
03 December 2025
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The ethics of AI

Liontrust Asset Management
02 December 2025
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Premier Miton CIO’s Market Watch covering November

Premier Miton
02 December 2025
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Performance Tables

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