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News & Research

PIMCO

It is too early to back this Alpha Manager-led UK small-cap fund, say fund pickers

Matteo Anelli
17 August 2026
The FTSE 250 is hitting record highs and mid-caps are attracting bids, but micro-caps have yet to see the money follow.

Korea and Taiwan are expensive but China is at the bottom of its cycle, says Asia manager

Emmy Hawker
14 August 2026
Invesco’s William Lam argues AI-driven momentum is ignoring pockets of deep value in China.

Baillie Gifford on Apple and hidden gems in smaller companies: Thoughts from Fundswire this fortnight

Diana Llewellyn
14 August 2026
On this fortnight’s Fundswire roundup, Baillie Gifford explains why Apple's fast-follower strategy, among other factors, underpins its long-term investment case while Aberdeen explores the hidden gems in the UK…

‘Closer to a tailwind than a headwind’: Why active funds suddenly started beating the market in July

Gary Jackson
14 August 2026
The share of active equity funds outperforming their benchmark rose by 20.5 percentage points in a single month.

Hargreaves Lansdown’s three funds for passive income

13 August 2026

How managers are positioned in the Magnificent Seven

13 August 2026

The UK’s exceptional start to H2: A Burnham bounce or something more?

12 August 2026

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