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PIMCO

The stocks Fundsmith Equity bought in H1 2026 as turnover hits a high

Gary Jackson
07 July 2026
Terry Smith revised the ‘do nothing’ leg of his investment mantra as he rotated Fundsmith Equity out of laggards like Unilever and Novo Nordisk and into power infrastructure, payments and streaming names.

The cheapest active emerging markets funds posting the strongest long-term returns

Emmy Hawker
07 July 2026
Strategies from Nomura and Invesco have been highlighted in the latest Trustnet research.

AI: Life beyond the software giants

Jo Groves
07 July 2026
With hyperscalers expected to spend all their operating cashflow this year, trusts investing in mining, data centres and infrastructure debt offer an alternative route into the AI theme.

Why value funds should be part of every investor's portfolio

Gary Jackson
07 July 2026
Charles Stanley Direct's Rob Morgan argues that blending value and growth styles builds a more resilient portfolio.

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