News and Research

News and Research

PIMCO

Burnham’s big swing: UK PM pledges to scrap Triple Lock from 2030

Emmy Hawker
29 September 2026
The triple lock has long been a ‘hot potato’ for UK politicians – but a broke Britain can no longer afford to look away.
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Three themes reshaping the US equity market

Dan Scott Lintott
29 September 2026
Rising bond yields is just one of three key themes at play.
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HSBC: AI concerns are 'way overblown' and equities are the place to be

Matteo Anelli
29 September 2026
Max Kettner has been maximum overweight equities since late March.
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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

Fed rate hike: Three views on what's next

Capital Group
29 September 2026

Your USA needs you

Kepler Trust Intelligence
29 September 2026

Emerging markets: when the crowd gets it wrong

Baillie Gifford
29 September 2026

Trip notes: Cleveland, Ohio

Baillie Gifford
29 September 2026

The parable of the hidden treasure

Kepler Trust Intelligence
29 September 2026

Results analysis: Schroder Asian Total Return

Kepler Trust Intelligence
28 September 2026

The winter of discountent

Kepler Trust Intelligence
28 September 2026

HgT: Interim Results 2026

Kepler Trust Intelligence
25 September 2026

Opportunities beyond the obvious

Baillie Gifford
25 September 2026

Too good to go?

Kepler Trust Intelligence
25 September 2026

Partner research

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