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News & Research

PIMCO

Why AI and chip stocks are getting beat down

Gary Jackson
20 July 2026
Hyperscaler leverage and technological uncertainty is unsettling AI-linked markets, but strategists frame the recent sell-off as an argument for broader diversification rather than abandoning the AI trade.

The global funds bouncing back to form in 2026

Jonathan Jones
20 July 2026
Funds run by Baillie Gifford, Schroders and Janus Henderson all make the list.

Could everyone start looking at something that doesn't make semiconductors?

17 July 2026

What Fundsmith, Rathbones and Lindsell Train's 2026 moves tell us about fighting momentum

17 July 2026

The long-term laggard multi-asset funds turning a corner in 2026

17 July 2026

The most bought and sold funds across Asia and emerging markets in H1 2026

16 July 2026

Strong dollar now but when will it weaken?

16 July 2026

Fundswire

The Biotech Growth Trust: why now for global biotech innovation?

Kepler Trust Intelligence
20 July 2026
Read more

Market Summary - Review of Q2 2026

Quilter
20 July 2026
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A unique market moment and the case for active judgement

Capital Group
17 July 2026
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Results analysis: Schroder European Real Estate

Kepler Trust Intelligence
17 July 2026
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Like a fine wine

Kepler Trust Intelligence
17 July 2026
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Performance Tables

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