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News & Research

PIMCO

Germany’s policy shift: A turning point for Europe

Paul Wild
13 March 2025
Europe may be on the verge of a transformative revival.

JOHCM’s Beagles: Why we bought Schroders for the first time in 20 years

Jonathan Jones
13 March 2025
The JOHCM UK Equity Income manager explains how his fund is shifting with the market as formerly overpriced stocks are dropping onto his radar.

Liontrust, Janus Henderson, Jupiter: The top long-term mixed-asset funds struggling in the short term

Matteo Anelli
13 March 2025
Several multi-asset strategies are undergoing a reversal of fortunes.

‘Painful’ performance for Ruffer but returns will come ‘like ketchup from a glass bottle’

Matteo Anelli
12 March 2025
The defensive trust rumps up its allocation to growth assets.

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