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PIMCO

Europe is ‘more like emerging markets’, says Baillie Gifford manager

Emmy Hawker
11 November 2026
Within his first year as manager of Baillie Gifford European Growth, Joe Faraday has added banks and plans to trim star performer Bending Spoons.

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.

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