News and Research

News and Research

PIMCO

The US small-cap fund beating the S&P over 15 years

Jonathan Jones
20 February 2026
Manager Richard de Lisle explains how his portfolio has made a positive return in every year since 2019.
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Is it time to quit the US while you’re ahead?

Jonathan Jones
20 February 2026
Every major market beat the S&P 500 last year – and history shows US stocks deliver weak returns from today’s extreme valuations.
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Four fund picks to take a step closer to emerging markets

Matteo Anelli
20 February 2026
From frontier markets to infrastructure, fund selectors share four routes into emerging markets as capital begins to shift away from the US.
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The CT Sustainable Universal MAP funds undertake engagement with portfolio companies, with the view of helping them to enhance their performance, viability and sustainability to create long-term economic value for clients.
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Five members of Columbia Threadneedle’s multi-asset team explain how they run funds, their investment highlights and what they do when they’re not investing.
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The multi-asset funds have reduced US equity exposure in favour of cheaper emerging market technology plays.
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Fundswire

Monthly market summary – Review of January 2026

Quilter Investors
20 February 2026

Not all who wander are lost

Kepler Trust Intelligence
20 February 2026

Artemis Income Fund quarterly commentary

Artemis Fund Managers
20 February 2026
Adrian Frost, Andy Marsh, and Nick Shenton, and Jamie Lindsay report on…

Artemis UK Future Leaders plc quarterly commentary

Artemis Fund Managers
19 February 2026
Mark Niznik and William Tamworth report on the trust over the quarter…

Market Matters: Featuring Alexandra Jackson from Rathbones

Kepler Trust Intelligence
19 February 2026

Yarak – culture in the age of AI

Baillie Gifford
19 February 2026

Contrarian Investing in a Changing World

Contrarius
19 February 2026

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