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PIMCO

Redwheel’s Lance: Stratospheric ratings for AI winners, crushed valuations for the losers

Matteo Anelli
09 November 2026
The Temple Bar investment trust co-manager says investors have written off shares such as WPP as AI casualties, and he has been buying.

Baillie Gifford’s Brodie: The small-cap fund industry ‘shoots itself in the foot’

Emmy Hawker
09 November 2026
With no market-cap sell trigger, Baillie Gifford Global Discovery holds winners long after they outgrow the S&P Global SmallCap index.

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