News and Research

News & Research

PIMCO

Tariff Man, alternatives to US stocks and the ‘evergreens’: Thoughts from Fundswire this week

Johanna Vilay
29 January 2026
On Fundswire this week, Premier Miton analyses fall of the BRICS and US alliance while Liontrust Asset Management focuses on an “evergreen” asset class.
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Edu: Banks and the AI dilemma

Cameron Shanks
29 January 2026
Aegon AM’s Cameron Shanks examines how adopting AI is improving the investment case for some banks.
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Edu: Seven UK tech stocks to watch (no Magnificent Seven in sight)

29 January 2026
Low valuations and high margins - UK tech companies show hidden strength.
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Priced for perfection: Are fund managers too far ahead of reality1111

29 January 2026
It looks like a lot has to go just right for reality to match bullish sentiment.
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Edu: ‘The market isn’t doing the work on tariffs,’ says veteran Edelsten

27 January 2026
Simon Edelsten explains why complacency over tariffs will backfire on investors.
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Baillie Gifford American beats JPM America Equity for US equity exposure

26 January 2026
Experts compare the two popular US funds as the S&P 500 regains ground.
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How do US elections affect the S&P 500 performance?

08 January 2026
An evidence-based approach – rather than a political one – has shown its worth over the years
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Record-breaking number of ETFs launched in the first half of 2025

08 January 2026
Active ETFs proved most popular.
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How do US elections affect the S&P 500 performance?

08 January 2026
An evidence-based approach – rather than a political one – has shown its worth over the years
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Lovely Test

10 December 2025
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