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PIMCO

Ruffer shifts to credit spreads and yen as traditional defences fail

Matteo Anelli
04 March 2026
Jasmine Yeo, Alex Chartres and Ian Rees explain why the investment trust has moved away from conventional portfolio protection as correlations that held for decades break down.

Dividends and the changing nature of emerging markets

Omar Negyal
03 March 2026
Dividends are no longer confined to a limited narrow group of traditional income sectors.

Should you buy, hold or fold Liontrust Special Situations?

Emmy Hawker
03 March 2026
Sustained outflows and multiple years of weak returns have left the multi-cap strategy under pressure.

Artemis’ Altaf: Is it too late to invest in emerging markets?

Raheel Altaf
02 March 2026
With US equities concentrated, highly valued and exposed to rising fiscal risk, Raheel Altaf argues that investors relying on a narrow set of outcomes should take a closer look at what emerging markets can now…

The best and worst funds and trusts of February

02 March 2026

What the Iran conflict means for oil, markets and portfolios

02 March 2026

Europe’s long-term stars that fell flat in 2025

02 March 2026

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