News and Research

News and Research

PIMCO

BlackRock World Mining: What governments get but investors still don’t

Matteo Anelli
13 October 2026
Commodities prices will stay elevated as governments secure rare earths supply.
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Gridlock: Plugging in Britain’s power is an opportunity for investors

Minesh Shah
13 October 2026
Britain doesn't have a shortage of renewable energy projects waiting to be built. It has a shortage of ways to plug them in.
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UK banks: The rally continues but is nearing the ‘sweet spot’ limit

Emmy Hawker
13 October 2026
Higher-for-longer interest rates could drag performance down, while City of London Investment Trust’s Job Curtis warns against a Budget bank tax hike.
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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

Partner research

Contrarian investing

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