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PIMCO

The US funds that make money when the tech giants drop

Jonathan Jones
10 November 2026
Not all funds have suffered as the AI trade has wobbled in recent months.

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.

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