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News & Research

PIMCO

Why this manager was ‘significantly wrong’ to underestimate Nvidia

Matteo Anelli
12 September 2024
Richard De Lisle admits tech is still the only place to be to make money.

The long-term laggard North American funds rebounding more recently

Patrick Sanders
12 September 2024
Value funds have enjoyed a particularly strong three years having struggled over the long term.

The contrarian value fund that made money with Alphabet, Meta and Amazon

Matteo Anelli
12 September 2024
Owning only deep-value names ‘would have sent us out of business’, said this value manager.

Fidelity Global Special Situations: Should you buy, hold or fold?

Matteo Anelli
12 September 2024
Experts discuss what to do with this underperforming fund.

Fundswire

The first cut is the deepest

abrdn
12 September 2024
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Merlin Weekly Macro: Can price controls ever work?

Jupiter Asset Management
12 September 2024
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Are global equity markets shifting in our favour?

Orbis Investments
12 September 2024
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Monks Investment Trust: manager insights

Baillie Gifford
12 September 2024
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A week’s a long time in investment

Liontrust Asset Management
12 September 2024
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