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PIMCO

Trusts beat funds over time – but only in the right sectors

Matteo Anelli
20 April 2026
A sector-by-sector comparison shows investment trusts gaining ground over longer timeframes, but the advantage is inconsistent and often disappears outside equity markets.

GQG’s Sid Jain doubles down on AI warning after mistimed exit

Matteo Anelli
17 April 2026
After underperforming by stepping away from AI too soon, Sid Jain says the current boom shows even stronger signs of late-cycle excess.

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