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News & Research

PIMCO

John Healey unveils 'breathing space' Budget as his first as chancellor

Gary Jackson, Matteo Anelli and Emmy Hawker
28 October 2026
Today’s Autumn Budget included help with energy bills, a return to the £20,000 Cash ISA and a 'data centre covenant'.

Rules forcing funds to underweight TSMC leads to a riskier overall portfolio, warns manager

Jonathan Jones
28 October 2026
JPM Emerging Markets co-manager Leon Eidelman runs a US version of his fund where he is overweight the stock.

Fundswire

Managed Fund Q3 2026 investment update

Baillie Gifford
28 October 2026
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Not all heroes bear CAPE ratios

Kepler Trust Intelligence
28 October 2026
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India’s alpha opportunity

Liontrust Asset Management
28 October 2026
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Performance Tables

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