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PIMCO

Blue Whale’s Yiu: Semiconductor stocks are becoming less cyclical and more valuable

Matteo Anelli
05 November 2024
Semiconductor stocks have “underestimated potential for alpha” and their valuations are likely to climb higher than ever before, according to Blue Whale’s Stephen Yiu.

Three funds to consider in an uncertain bond market

Gary Jackson
05 November 2024
Last week’s Budget sparked some volatility in the gilt market but Hargreaves Lansdown thinks yields are attractive enough to lock in.

Have your cake and eat it too: Emerging markets funds with the best risk-adjusted returns

Patrick Sanders
05 November 2024
Cautious strategies succeeded in delivering the most bang for investors’ bucks.

M&G sustainability range loses Square Mile ratings on fund merger plans

Gary Jackson
05 November 2024
Funds are unlikely to grow large enough to become commercially viable.

Funds to ignite your portfolio on Bonfire Night

05 November 2024

Pictet’s multi-asset chief: Investors have become too risk adverse

04 November 2024

Do US elections matter for stock returns?

04 November 2024

Fundswire

SAINTS: 50 years of dividend growth

Baillie Gifford
05 November 2024
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Why are financials outperforming?

Polar Capital
05 November 2024
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Asia and the influence of the US

abrdn
04 November 2024
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Why growth investors can’t ignore China

Baillie Gifford
04 November 2024
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Scottish Mortgage: Portfolio Update Q3

Baillie Gifford
04 November 2024
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