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PIMCO

Navigating volatility amid market manoeuvres and compounder comebacks

Hugh Yarrow
12 November 2024
Evenlode co-founder Hugh Yarrow outlines his investment thesis for Bunzl, Diageo and Spirax Group.

The stocks Edinburgh IT’s new manager has bought and sold since taking over

Emma Wallis
12 November 2024
Imran Sattar has introduced a growth bias to the Edinburgh Investment Trust since he replaced James de Uphaugh in May.

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.

Baillie Gifford’s top UK growth stocks

11 November 2024

Aviva trio joins Royal London’s global equity team

11 November 2024

The immediate fund winners from Donald Trump’s election win

11 November 2024

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