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PIMCO

Emerging markets, Artemis and AI: The funds that investors couldn't keep their eyes off in 2026's first half

Gary Jackson
07 July 2026
Trustnet's factsheet data shows investors moving away from mainstream sectors and towards emerging markets, value strategies and funds with AI exposure.

Neither bubble nor blow-off: What next for the AI semiconductor cycle?

Gary Jackson
06 July 2026
Edmond de Rothschild's research team says the artificial intelligence investment cycle is maturing rather than turning.

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