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News & Research

PIMCO

Three historic reasons people don’t own emerging markets – and why they’re no longer valid

Jonathan Jones
30 April 2026
Global growth, AI and the energy transition are three of the biggest themes for the next decade. One place is suited to all three, says Baillie Gifford’s Ben Durrant.

Why Broadcom ticks the quality boxes

Carolyn Bell
30 April 2026
Broadcom is similarly capitalising on surging demand for compute capacity for AI.

Fundswire

The hedge of reason

Kepler Trust Intelligence
30 April 2026
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Scottish Mortgage Podcast: Enveda

Baillie Gifford
30 April 2026
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Market Matters with Sharmin Rahman from Liontrust

Kepler Trust Intelligence
29 April 2026
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Performance Tables

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