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News & Research

PIMCO

Why direct engagement could be more important than ever in the age of AI

Xin-Yao Ng
04 March 2026
With technology progressing in leaps and bounds, it’s perilously easy to surmise that artificial intelligence has rendered investing uniquely straightforward.

Ruffer shifts to credit spreads and yen as traditional defences fail

Matteo Anelli
04 March 2026
Jasmine Yeo, Alex Chartres and Ian Rees explain why the investment trust has moved away from conventional portfolio protection as correlations that held for decades break down.

Dividends and the changing nature of emerging markets

Omar Negyal
03 March 2026
Dividends are no longer confined to a limited narrow group of traditional income sectors.

Should you buy, hold or fold Liontrust Special Situations?

Emmy Hawker
03 March 2026
Sustained outflows and multiple years of weak returns have left the multi-cap strategy under pressure.

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