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News & Research

PIMCO

Most funds are too big to invest in small-caps

Tom Aylott
21 September 2023
Many smaller companies funds are not giving investors true exposure to the asset class.

The best and worst US funds during rising and falling markets

Jonathan Jones
20 September 2023
Trustnet looks at the funds in the IA North America sector that boomed when the S&P 500 rose and protected investors when the market dropped.

The UK mid-cap premium has disappeared as valuations reach ‘rarely seen’ levels

Jonathan Jones
19 September 2023
JP Morgan Mid Cap Trust’s managers have 10% gearing to take advantage of “compelling valuations”.

Uncovering hidden gems in Asia

Catherine Yeung
19 September 2023
Fidelity Asian Values PLC investment director Catherine Yeung reviews the opportunity set among Asia’s smaller companies and highlights why we continue to see selected investment potential in China, despite ong…

Fundswire

Airbnb: booking beds and profits

Liontrust Asset Management
21 September 2023
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AI – opportunity or threat?

Allianz Global Investors
21 September 2023
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What just happened? – A look back at the year so far.

Allianz Global Investors
20 September 2023
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Monks: mapping out future growth

Baillie Gifford
14 September 2023
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Performance Tables

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