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PIMCO

Sell gold and credit, trade govvies: How Rathbones’ multi-asset chief is navigating the US election and UK Budget

Emma Wallis
12 November 2024
Rathbones’ multi-asset funds have been overweight US equities for some time so all the action in the past two weeks has been in gold and bonds.

Has Japan’s story played out?

Patrick Sanders
11 November 2024
Artemis’ Jacob de Tusch-Lec thinks the Japanese equity market’s recovery has run its course, but Matthews Asia’s Shuntaro Takeuchi believes there is plenty more to play for.

The immediate fund winners from Donald Trump’s election win

Gary Jackson
11 November 2024
Trustnet looks at fund performance over the two days after the US election.

Underperforming funds whose fortunes could reverse following the Budget

Patrick Sanders
11 November 2024
Chancellor Rachel Reeves’ decisions lay the groundwork for some overlooked areas of the market to enjoy a resurgence.

How will US equity markets behave during Trump’s second term?

08 November 2024

Baillie Gifford’s Mathison: Don’t put your head in the sand if you underperform

08 November 2024

Five funds to weather the storm of Trump’s second term

08 November 2024

Fundswire

Have investors missed the rally in stocks and bonds?

Capital Group
12 November 2024
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Trust Issues: the future of weight-loss drugs with BBH portfolio manager Paul Major

Kepler Trust Intelligence
12 November 2024
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CIO’s Market Watch – October 2024

Premier Miton
11 November 2024
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Get Rich Slowly: All roads lead to Rome

Kepler Trust Intelligence
11 November 2024
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Cream of the crop

Kepler Trust Intelligence
11 November 2024
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.