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PIMCO

The global funds leaning hardest on the market’s biggest stocks

Gary Jackson
27 October 2026
Trustnet finds the IA Global funds with the largest positions in Nvidia, Microsoft and the rest of the index’s biggest stocks.

Five market rotations that investors need to watch

Gary Jackson
26 October 2026
Beneath a quiet week for major indices, Saxo’s Charu Chanana identifies five rotations reshaping where capital is flowing as investors demand firmer evidence that AI spending will pay off.

AI’s next disruption

26 October 2026

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