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News & Research

PIMCO

The only two funds to invest in North America with no stress

Matteo Anelli
18 February 2026
There haven’t been many portfolios with good defensive characteristics and risk exposure in the past five years.

AI-washing: Companies are rebadging tech as AI for ‘fear of losing their premium rating’

Jonathan Jones
17 February 2026
Rathbones managers James Thomson and David Harrison explain why companies must show AI use cases to “get out of the way of the steam train” of being branded an AI loser.

Magnum Ice Cream Company: The stability of a staple, the durability of a compounder

Nisha Thakrar
16 February 2026
Spin-offs from consumer goods giants often benefit from sharper focus and clearer incentives. We believe MICC is no exception.

Europe, mid-caps and global equities: Four Aviva funds fail to offer value, finds report

Jonathan Jones
16 February 2026
The firm’s value assessment highlighted four funds worthy of a red flag.

The AI income play: Why banks will win where hyperscalers lose

13 February 2026

Saba Capital: The investment trust saga that refuses to end

13 February 2026

When is a fund manager truly finished? The skill investors need most

13 February 2026

Fundswire

Takaichi’s victory reshapes Japan’s investment outlook

Liontrust Asset Management
18 February 2026
Read more

One year on from DeepSeek: China and the tech race

Aberdeen Investments
18 February 2026
Read more

Fragmenting systems, cultural change

Baillie Gifford
17 February 2026
Read more

Healthcare: From out of favour to underestimated

Polar Capital
17 February 2026
Read more

Liontrust Views: Winter 2026

Liontrust Asset Management
17 February 2026
Read more

Performance Tables

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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.