News and Research

News and Research

PIMCO

The four companies proving the UK is still home to innovation

Emmy Hawker
10 November 2026
UK growth stocks are delivering again but share prices have yet to follow, says Baillie Gifford’s James Smith.
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AVI Global Trust's portfolio at widest discount since past three market crises

Gary Jackson
10 November 2026
The gap between what AVI Global Trust's holdings are worth and what the market pays for them has reached levels last seen in the depths of three separate crises.
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Investing beyond the hyperscalers in unconstrained fixed income

Richard Hodges and Richard Hastings
10 November 2026
In the public markets, bonds issued by Amazon, Alphabet, Meta, Microsoft and Oracle are expected to account for 5.1% of the Bloomberg US Corporate Index in 2026.
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Editor's Pick

Special Report:
Investing in US equities with Artemis

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After a decade in the wilderness, US smaller companies have delivered their strongest year of outperformance in recent memory. Cormac Weldon, manager of the Artemis US Smaller Companies fund, explains the shift.
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From AI to interest rates, the themes driving the US equity market are creating more winners and more losers.
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Artemis US equities manager Olivia Micklem responds to some of the most common questions she currently receives.
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Every company listed on the stock market will be affected by AI in some way. Artemis US Select manager Cormac Weldon runs through the implications for investors.
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Artemis US Select, Artemis US Extended Alpha and Artemis US Smaller Companies take different routes through the US market but have turned stock selection into outperformance over the past 12 months.
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Funds in this series

 

Fundswire

Only fools and footsies

Kepler Trust Intelligence
10 November 2026

Register for the Baillie Gifford Shin Nippon webinar

Baillie Gifford
06 November 2026

Democrats take Congress, but sweeping change looks unlikely

Allianz Global Investors
05 November 2026

Shifting sands

Kepler Trust Intelligence
05 November 2026

The rise of dividend cuts

Liontrust Asset Management
05 November 2026

Flash update: Greencoat UK Wind

Kepler Trust Intelligence
04 November 2026

When strong returns mask growing risk

Premier Miton
04 November 2026

Partner research

Contrarian investing

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