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PIMCO

How to cut tech exposure without ripping up your global fund

Matteo Anelli
09 November 2026
Equal-weight, ex-US and active funds all reduce reliance on US tech, as professionals disagree on which works best.

Why Fidelity Emerging Markets can own all three AI chip heavyweights and still stay active

Emmy Hawker
06 November 2026
TSMC, Samsung and SK Hynix make up over a quarter of the MSCI Emerging Markets index and are hard for any manager to avoid.

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