News and Research

News and Research

PIMCO

Artemis' Altaf: You should probably cheer up – unless you want to outperform

Raheel Altaf
08 October 2026
Forecasts of profit upgrades are a good thing. But is there a point where this is more about natural human biases? Should we be sceptical
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Five themes that private markets investors should watch in Q4 2026

Gary Jackson
08 October 2026
Schroders Capital's Nils Rode highlights selective opportunities across private equity, credit, infrastructure and real estate.
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Not owning Chinese stocks doesn't mean you've avoided China risk, says Scottish Mortgage's Burns

Matteo Anelli
08 October 2026
Investors holding the likes of Tesla and Apple carry China exposure with little discount priced in.
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El Niño: How fund managers are preparing for a weather shock

08 October 2026
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FCA outlines new rules for long-term investment funds

08 October 2026
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Vanguard unveils US High Yield Corporate Bond UCITS ETF

08 October 2026
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Jupiter launches global bond fund for Alpha Manager

08 October 2026
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Conviction cap

How this fund manager is getting around being forced to underweight TSMC

08 October 2026
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Oil doomsday averted but watch the refining squeeze

07 October 2026
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Asian leaders at the frontier of factory automation

07 October 2026
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The commodity set for a decade-long bull market

07 October 2026
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US midterms: What is at stake?

07 October 2026
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Calastone: Investors keep selling equity funds despite resilient markets

07 October 2026
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More news

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

Merlin Weekly Macro: Germany’s political polarisation

Jupiter Asset Management
08 October 2026

China in your hand

Kepler Trust Intelligence
07 October 2026

The Small-Cap Odyssey

Kepler Trust Intelligence
07 October 2026

Mosaic theory: from fragments to conviction

Allianz Global Investors
07 October 2026

House View Q4 2026: Renewed momentum

Allianz Global Investors
06 October 2026

Results analysis: BH Macro

Kepler Trust Intelligence
06 October 2026

Companion planting

Kepler Trust Intelligence
06 October 2026

Why the US economy is stronger than you might think

Capital Group
06 October 2026

Scottish Mortgage: Perspectives on Progress #19

Baillie Gifford
06 October 2026

Laying the foundations for cleaner construction

Allianz Global Investors
06 October 2026

Scottish Mortgage Digital Conference: Q&A

Baillie Gifford
05 October 2026
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FE fundinfo Alpha Managers - top fund managers rated by Trustnet

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Sean Peche 137.1
Philip Wolstencroft 122.8
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