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News & Research

PIMCO

Why Ruffer thinks retail, luxury and travel stocks are the next AI trades

Gary Jackson
10 September 2026
The absolute return manager argues that bonuses, IPO windfalls and land payments generated by the AI build-out could start to filter into consumer spending.

How Fidelity’s new MPS range is navigating bottom-dwelling European markets

Matteo Anelli
10 September 2026
Fidelity MPS manager Caroline Shaw is narrowing her bets in the region while adding gold to her portfolios.

Emerging markets: Rethinking diversification in the age of AI

10 September 2026

Savers get interest boost as average rates rise

10 September 2026

Are commodities essential in every investor’s portfolio?

10 September 2026

The government just needs to ‘get out of the way’ at the upcoming Budget, says UK manager

09 September 2026

Funds that help diversify away from the AI theme

09 September 2026

Fundswire

Emerging markets: enough is not enough

Baillie Gifford
10 September 2026
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Baillie Gifford UK Growth Trust: Manager Insights

Baillie Gifford
10 September 2026
Co-manager Iain McCombie discusses challenging relative performance, new holdings and why the…
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Artemis Corporate Bond Fund quarterly commentary

Artemis Fund Managers
10 September 2026
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Baillie Gifford UK Growth Trust: Manager Insights

Baillie Gifford
09 September 2026
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Artemis SmartGARP Global Smaller Companies Fund quarterly commentary

Artemis Fund Managers
09 September 2026
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Performance Tables

Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.