News and Research

News and Research

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The global funds leaning hardest on the market’s biggest stocks

Gary Jackson
27 October 2026
Trustnet finds the IA Global funds with the largest positions in Nvidia, Microsoft and the rest of the index’s biggest stocks.
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Five market rotations that investors need to watch

Gary Jackson
26 October 2026
Beneath a quiet week for major indices, Saxo’s Charu Chanana identifies five rotations reshaping where capital is flowing as investors demand firmer evidence that AI spending will pay off.
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UK IPOs: Is the next wave coming from private equity or staying private?

Matteo Anelli
26 October 2026
Private equity owners are a likely source of new London listings, but going public is not the only option.
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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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