﻿<?xml version="1.0" encoding="utf-8"?><!--RSS generated at Sat, 15 Aug 2026 00:35:45 GMT--><rss version="2.0"><channel><title>Gervais Williams  - related articles from Trustnet</title><link>http://www.trustnet.com/News/NewsHome.aspx</link><description>Trustnet, Free daily updated analysis and price / performance data on all UK Unit Trusts, OEICs, Investment Trusts, Pension, Insurance Bond and Offshore Funds, Structured Products, ETFs and VCTs</description><language>en-gb</language><pubDate>Sat, 15 Aug 2026 00:35:45 GMT</pubDate><lastBuildDate>Sat, 15 Aug 2026 00:35:45 GMT</lastBuildDate><docs>http://www.trustnet.com</docs><generator>UltraEdit</generator><managingEditor>editorial@trustnet.com</managingEditor><webMaster>mail@trustnet.com</webMaster><image><link>http://www.trustnet.com</link><title>Gervais Williams  - related articles from Trustnet</title><url>http://www.trustnet.com/images/FETN_Logo.png</url></image><item><title>Baillie Gifford on Apple and hidden gems in smaller companies: Thoughts from Fundswire this fortnight</title><link>http://www.trustnet.com/News/13482643/baillie-gifford-on-apple-and-hidden-gems-in-smaller-companies-thoughts-from-fundswire-this-fortnight/</link><author>Diana Llewellyn</author><description>On this fortnight’s Fundswire roundup, Baillie Gifford explains why Apple's fast-follower strategy, among other factors, underpins its long-term investment case while Aberdeen explores the hidden gems in the UK small-cap market.</description><pubDate>Fri, 14 Aug 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13482643/baillie-gifford-on-apple-and-hidden-gems-in-smaller-companies-thoughts-from-fundswire-this-fortnight/</guid></item><item><title>The UK’s exceptional start to H2: A Burnham bounce or something more?</title><link>http://www.trustnet.com/News/13482503/the-uks-exceptional-start-to-h2-a-burnham-bounce-or-something-more/</link><author>Jonathan Jones</author><description>AI concerns, M&amp;A activity and diversification benefits are all reasons UK equities are rebounding, suggest the experts.</description><pubDate>Wed, 12 Aug 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13482503/the-uks-exceptional-start-to-h2-a-burnham-bounce-or-something-more/</guid></item><item><title>Gilt focus, market timing and macro blind spots: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13482006/gilt-focus-market-timing-and-macro-blind-spots-thoughts-from-fundswire-this-week/</link><author>Emilie Balloux</author><description>On Fundswire this week, Vanguard explains the power of long-term investing and Man Group asks whether investors are right to overlook gilts.</description><pubDate>Fri, 07 Aug 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13482006/gilt-focus-market-timing-and-macro-blind-spots-thoughts-from-fundswire-this-week/</guid></item><item><title>The best-performing UK funds under Starmer</title><link>http://www.trustnet.com/News/13481471/the-best-performing-uk-funds-under-starmer/</link><author>Emmy Hawker</author><description>Strategies from Artemis, Dimensional and more topped the table for returns.</description><pubDate>Mon, 03 Aug 2026 17:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481471/the-best-performing-uk-funds-under-starmer/</guid></item><item><title>The best and worst funds and trusts of July</title><link>http://www.trustnet.com/News/13481559/the-best-and-worst-funds-and-trusts-of-july/</link><author>Jonathan Jones</author><description>UK equities topped the tables while tech struggled.</description><pubDate>Mon, 03 Aug 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481559/the-best-and-worst-funds-and-trusts-of-july/</guid></item><item><title>The US funds investors piled into in the first half of the year – and those they sold</title><link>http://www.trustnet.com/News/13481470/the-us-funds-investors-piled-into-in-the-first-half-of-the-year--and-those-they-sold/</link><author>Jonathan Jones</author><description>Trustnet rounds out its fund flows series looking at which US portfolios were in and out of favour in the first six months of 2026.</description><pubDate>Thu, 30 Jul 2026 17:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481470/the-us-funds-investors-piled-into-in-the-first-half-of-the-year--and-those-they-sold/</guid></item><item><title>US funds lose ground in FE fundinfo's Crown Ratings rebalance despite strong returns</title><link>http://www.trustnet.com/News/13481420/us-funds-lose-ground-in-fe-fundinfos-crown-ratings-rebalance-despite-strong-returns/</link><author>Gary Jackson</author><description>Concentrated gains in a small number of US technology stocks are making the S&amp;P 500 a harder benchmark to beat, even for funds built around it.</description><pubDate>Thu, 30 Jul 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481420/us-funds-lose-ground-in-fe-fundinfos-crown-ratings-rebalance-despite-strong-returns/</guid></item><item><title>'End of an era': Fund and investment trust veteran James Henderson to retire after 44 years</title><link>http://www.trustnet.com/News/13481193/end-of-an-era-fund-and-investment-trust-veteran-james-henderson-to-retire-after-44-years/</link><author>Matteo Anelli</author><description>Laura Foll will take over as lead manager of Law Debenture and Lowland when Henderson steps down in June 2027.</description><pubDate>Fri, 24 Jul 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481193/end-of-an-era-fund-and-investment-trust-veteran-james-henderson-to-retire-after-44-years/</guid></item><item><title>Beyond mega-cap tech, the Fed's inflation puzzle and UK renewal: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13481190/beyond-mega-cap-tech-the-feds-inflation-puzzle-and-uk-renewal-thoughts-from-fundswire-this-week/</link><author>Emilie Balloux</author><description>On Fundswire this week, Premier Miton questions investors' reliance on mega-cap technology stocks and PIMCO examines the mixed inflation signals complicating the Fed's path forward.</description><pubDate>Fri, 24 Jul 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481190/beyond-mega-cap-tech-the-feds-inflation-puzzle-and-uk-renewal-thoughts-from-fundswire-this-week/</guid></item><item><title>UK retirement guidance gap, World Cup insights for investors and junk food stocks: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13480802/uk-retirement-guidance-gap-world-cup-insights-for-investors-and-junk-food-stocks-thoughts-from-fundswire-this-week/</link><author>Emilie Balloux</author><description>On Fundswire this week, T. Rowe Price argues that UK savers need more tailored retirement support and Royal London Asset Management draws parallels between investment strategy and the World Cup.</description><pubDate>Fri, 17 Jul 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13480802/uk-retirement-guidance-gap-world-cup-insights-for-investors-and-junk-food-stocks-thoughts-from-fundswire-this-week/</guid></item><item><title>What bond markets want from Andy Burnham and dispelling income investing myths: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13480285/what-bond-markets-want-from-andy-burnham-and-dispelling-income-investing-myths-thoughts-from-fundswire-this-week/</link><author>Diana Llewellyn</author><description>On this week’s Fundswire roundup, PIMCO discusses what bond markets want from Andy Burnham and Premier Miton dispels common myths around income investing.</description><pubDate>Fri, 10 Jul 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13480285/what-bond-markets-want-from-andy-burnham-and-dispelling-income-investing-myths-thoughts-from-fundswire-this-week/</guid></item><item><title>The long-term UK laggards turning things around in 2026</title><link>http://www.trustnet.com/News/13479991/the-long-term-uk-laggards-turning-things-around-in-2026/</link><author>Jonathan Jones</author><description>Trustnet looks at the funds historically struggling but on the comeback trail so far this year.</description><pubDate>Thu, 09 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479991/the-long-term-uk-laggards-turning-things-around-in-2026/</guid></item><item><title>The inflation challenge beyond the Middle East</title><link>http://www.trustnet.com/News/13479333/the-inflation-challenge-beyond-the-middle-east/</link><author>Simon Prior</author><description>For much of the past three decades, globalisation acted as a powerful disinflationary force. That regime is now over.</description><pubDate>Mon, 29 Jun 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479333/the-inflation-challenge-beyond-the-middle-east/</guid></item><item><title>Takeover activity shows UK stocks are too cheap to ignore</title><link>http://www.trustnet.com/News/13478751/takeover-activity-shows-uk-stocks-are-too-cheap-to-ignore/</link><author>David Brenchley</author><description>There is now a structural undervaluation of UK plc by public market investors of all stripes</description><pubDate>Thu, 18 Jun 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478751/takeover-activity-shows-uk-stocks-are-too-cheap-to-ignore/</guid></item><item><title>Miles below fair value: Why investment trusts think now is the time for UK mid-caps</title><link>http://www.trustnet.com/News/13478670/miles-below-fair-value-why-investment-trusts-think-now-is-the-time-for-uk-mid-caps/</link><author>Emmy Hawker</author><description>Managers cite decade-low valuations, a rare FTSE 250 yield inversion and rising takeover premia as reasons to build exposure.</description><pubDate>Thu, 18 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478670/miles-below-fair-value-why-investment-trusts-think-now-is-the-time-for-uk-mid-caps/</guid></item><item><title>When losing money, the instinct is to do something – usually, that's the mistake</title><link>http://www.trustnet.com/News/13478481/when-losing-money-the-instinct-is-to-do-something--usually-thats-the-mistake/</link><author>Matteo Anelli</author><description>Markets have been volatile enough this year to rattle even experienced investors.</description><pubDate>Wed, 17 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478481/when-losing-money-the-instinct-is-to-do-something--usually-thats-the-mistake/</guid></item><item><title>10 years on from Brexit: Investment trust managers see light at the end of the tunnel</title><link>http://www.trustnet.com/News/13478235/10-years-on-from-brexit-investment-trust-managers-see-light-at-the-end-of-the-tunnel/</link><author>Emmy Hawker</author><description>The case for UK equities is compelling – but what will unlock a re-rating?</description><pubDate>Thu, 11 Jun 2026 17:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478235/10-years-on-from-brexit-investment-trust-managers-see-light-at-the-end-of-the-tunnel/</guid></item><item><title>British bargains: The cheapest UK trusts relative to their own history</title><link>http://www.trustnet.com/News/13477947/british-bargains-the-cheapest-uk-trusts-relative-to-their-own-history/</link><author>Jonathan Jones</author><description>Trustnet unearths the few UK trusts that are meaningfully cheaper than their five-year average discount.</description><pubDate>Mon, 08 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477947/british-bargains-the-cheapest-uk-trusts-relative-to-their-own-history/</guid></item><item><title>I don’t know how managers can have conviction in things, says James Henderson</title><link>http://www.trustnet.com/News/13477906/i-dont-know-how-managers-can-have-conviction-in-things-says-james-henderson/</link><author>Jonathan Jones</author><description>The Lowland manager also explains the parallels between investing and gardening, why the UK has an investing problem and how politics rarely has an impact on markets.</description><pubDate>Fri, 05 Jun 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477906/i-dont-know-how-managers-can-have-conviction-in-things-says-james-henderson/</guid></item><item><title>Strong tech sector earnings, inflation concerns and seven long-term European themes: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13477907/strong-tech-sector-earnings-inflation-concerns-and-seven-long-term-european-themes-thoughts-from-fundswire-this-week/</link><author>Emilie Balloux </author><description>On Fundswire this week, Polar Capital explores the implications of a strong set of Q1 earnings for tech and Baillie Gifford sets out the seven structural themes underpinning its European Growth Trust.</description><pubDate>Fri, 05 Jun 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477907/strong-tech-sector-earnings-inflation-concerns-and-seven-long-term-european-themes-thoughts-from-fundswire-this-week/</guid></item><item><title>'Unusually large' FTSE reshuffle: Fund managers on the winners and losers</title><link>http://www.trustnet.com/News/13477774/unusually-large-ftse-reshuffle-fund-managers-on-the-winners-and-losers/</link><author>Jonathan Jones</author><description>The reshuffle tends to be “more dramatic” during volatile markets.</description><pubDate>Thu, 04 Jun 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477774/unusually-large-ftse-reshuffle-fund-managers-on-the-winners-and-losers/</guid></item><item><title>Trust managers' best energy stocks for 'one of the most compelling medium-term setups in decades'</title><link>http://www.trustnet.com/News/13477586/trust-managers-best-energy-stocks-for-one-of-the-most-compelling-medium-term-setups-in-decades/</link><author>Gary Jackson</author><description>Investment trust managers give their top energy picks as Middle East disruption and the politics of energy security combine to create a compelling market backdrop.</description><pubDate>Tue, 02 Jun 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477586/trust-managers-best-energy-stocks-for-one-of-the-most-compelling-medium-term-setups-in-decades/</guid></item><item><title>Should you buy a UK equity income fund or is it time to move on?</title><link>http://www.trustnet.com/News/13477188/should-you-buy-a-uk-equity-income-fund-or-is-it-time-to-move-on/</link><author>Jonathan Jones</author><description>Income specialists have been better performers in recent years, but experts are looking elsewhere.</description><pubDate>Fri, 29 May 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477188/should-you-buy-a-uk-equity-income-fund-or-is-it-time-to-move-on/</guid></item><item><title>Finsbury Growth &amp; Income board backs Nick Train with £70m in gearing despite double-digit losses</title><link>http://www.trustnet.com/News/13477282/finsbury-growth--income-board-backs-nick-train-with-70m-in-gearing-despite-double-digit-losses/</link><author>Jonathan Jones</author><description>The trust has lost investors 14% over the past six months.</description><pubDate>Thu, 28 May 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477282/finsbury-growth--income-board-backs-nick-train-with-70m-in-gearing-despite-double-digit-losses/</guid></item><item><title>Investment trusts trading at a premium –  are they worth it?</title><link>http://www.trustnet.com/News/13477176/investment-trusts-trading-at-a-premium---are-they-worth-it/</link><author>Annabel Brodie-Smith</author><description>What to consider before paying a trust at premium.</description><pubDate>Wed, 27 May 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477176/investment-trusts-trading-at-a-premium---are-they-worth-it/</guid></item><item><title>The global income funds paying the largest dividends over five years</title><link>http://www.trustnet.com/News/13476683/the-global-income-funds-paying-the-largest-dividends-over-five-years/</link><author>Jonathan Jones</author><description>Trustnet looks at the income payments of global income funds over the past half-decade.</description><pubDate>Tue, 19 May 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13476683/the-global-income-funds-paying-the-largest-dividends-over-five-years/</guid></item><item><title>A world of opportunities, a great time for income funds and an antidote to inflation shocks: Thoughts from Fundswire this week </title><link>http://www.trustnet.com/News/13476435/a-world-of-opportunities-a-great-time-for-income-funds-and-an-antidote-to-inflation-shocks-thoughts-from-fundswire-this-week/</link><author>Diana Llewellyn</author><description>On Fundswire this week, Jupiter explores the world of opportunities in emerging markets while AllianceBernstein discusses a potential antidote to inflation shocks. </description><pubDate>Fri, 15 May 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13476435/a-world-of-opportunities-a-great-time-for-income-funds-and-an-antidote-to-inflation-shocks-thoughts-from-fundswire-this-week/</guid></item></channel></rss>