News and Research

News and Research

PIMCO

Edinburgh Investment Trust turns to housebuilders after a tough year

Emmy Hawker
12 October 2026
AI fears, a few disappointing holdings and an underweight in banks has weighed on returns.
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Nobel economics prize awarded to Robert Hall and Michael Woodford for New Keynesian models work

Gary Jackson
12 October 2026
Prize recognises research that rebuilt macroeconomic models on microeconomic foundations, now used by central banks worldwide to guide interest rate and fiscal decisions.
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Can the UK’s £15bn defence gap be plugged by bonds?

Emmy Hawker
12 October 2026
Fixed income managers are far from convinced.
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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

Webinar: Murray Income Trust plc

Artemis Fund Managers
12 October 2026

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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