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News & Research

PIMCO

How sustainable funds are navigating AI, defence and financials

Emmy Hawker
02 February 2026
Navigating grey area sectors successfully depends on due diligence and active engagement, not blanket exclusions, fund managers say.

Debt – not equity – is now funding the AI boom, bond managers warn

Matteo Anelli
02 February 2026
Credit investors say the move towards large-scale debt issuance marks an inflection point for technology risk.

Fundswire

Scottish Mortgage 2026 Forum Write-up

Baillie Gifford
02 February 2026
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The stability of high yield and short dated credit

Liontrust Asset Management
30 January 2026
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Scottish Mortgage Portfolio Update Q4 2025

Baillie Gifford
30 January 2026
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Private equity ripe for a rebound?

Kepler Trust Intelligence
30 January 2026
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The winds of change

Kepler Trust Intelligence
29 January 2026
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Performance Tables

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