﻿<?xml version="1.0" encoding="utf-8"?><!--RSS generated at Sun, 15 Nov 2026 03:54:25 GMT--><rss version="2.0"><channel><title>James Klempster  - 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>Sun, 15 Nov 2026 03:54:25 GMT</pubDate><lastBuildDate>Sun, 15 Nov 2026 03:54:25 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>James Klempster  - related articles from Trustnet</title><url>http://www.trustnet.com/images/FETN_Logo.png</url></image><item><title>Opportunities in emerging markets, the rise of dividend cuts and reasons to be cheerful about private credit: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13487980/opportunities-in-emerging-markets-the-rise-of-dividend-cuts-and-reasons-to-be-cheerful-about-private-credit-thoughts-from-fundswire-this-week/</link><author>Diana Llewellyn</author><description>On Fundswire this week, Columbia Threadneedle discusses why it sees opportunities broadening across emerging markets while Liontrust looks at the rise of dividend cuts.</description><pubDate>Fri, 06 Nov 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487980/opportunities-in-emerging-markets-the-rise-of-dividend-cuts-and-reasons-to-be-cheerful-about-private-credit-thoughts-from-fundswire-this-week/</guid></item><item><title>Seven simple investing lessons, hidden growth opportunities and the rise of dividend cuts: Thoughts from Fundswire this fortnight</title><link>http://www.trustnet.com/News/13487981/seven-simple-investing-lessons-hidden-growth-opportunities-and-the-rise-of-dividend-cuts-thoughts-from-fundswire-this-fortnight/</link><author>Diana Llewellyn</author><description>On Fundswire this fortnight, Artemis shares seven simple lessons from decades of investing while Aberdeen explores hidden growth opportunities across Asia.</description><pubDate>Fri, 06 Nov 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487981/seven-simple-investing-lessons-hidden-growth-opportunities-and-the-rise-of-dividend-cuts-thoughts-from-fundswire-this-fortnight/</guid></item><item><title>The funds rallying the most as investors sell AI stocks</title><link>http://www.trustnet.com/News/13487949/the-funds-rallying-the-most-as-investors-sell-ai-stocks/</link><author>Gary Jackson</author><description>UK small- and mid-cap, healthcare, software and energy funds all feature among the 100 best performers since the chip stocks peaked in June.</description><pubDate>Thu, 05 Nov 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487949/the-funds-rallying-the-most-as-investors-sell-ai-stocks/</guid></item><item><title>These trust managers own Anthropic: What is their strategy ahead of the IPO?</title><link>http://www.trustnet.com/News/13487958/these-trust-managers-own-anthropic-what-is-their-strategy-ahead-of-the-ipo/</link><author>Matteo Anelli</author><description>Managers reveal what SpaceX’s IPO taught them.</description><pubDate>Thu, 05 Nov 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487958/these-trust-managers-own-anthropic-what-is-their-strategy-ahead-of-the-ipo/</guid></item><item><title>Budget reactions, UK economic winners and losers, and US midterm predictions: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13487547/budget-reactions-uk-economic-winners-and-losers-and-us-midterm-predictions-thoughts-from-fundswire-this-week/</link><author>Emilie Balloux</author><description> On Fundswire this week, Polar Capital, PIMCO and Liontrust each weigh up the Budget’s impact and Capital Group looks across the Atlantic at the midterms.</description><pubDate>Fri, 30 Oct 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487547/budget-reactions-uk-economic-winners-and-losers-and-us-midterm-predictions-thoughts-from-fundswire-this-week/</guid></item><item><title>One fund and one trust to hold for just one year</title><link>http://www.trustnet.com/News/13487412/one-fund-and-one-trust-to-hold-for-just-one-year/</link><author>Matteo Anelli</author><description>Bonds, smaller companies and miners are among the picks for investors with a short time horizon.</description><pubDate>Wed, 28 Oct 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487412/one-fund-and-one-trust-to-hold-for-just-one-year/</guid></item><item><title>AI’s next disruption </title><link>http://www.trustnet.com/News/13487221/ais-next-disruption/</link><author>Darius McDermott</author><description>Chelsea Financial Services’ Darius McDermott asks if investors should be careful about expecting AI to repeat the extraordinary profits of earlier technology shifts.</description><pubDate>Mon, 26 Oct 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487221/ais-next-disruption/</guid></item><item><title>Cutting inheritance tax, widening income sources and AI risk and reward : Thoughts from Fundswire this fortnight</title><link>http://www.trustnet.com/News/13487115/cutting-inheritance-tax-widening-income-sources-and-ai-risk-and-reward--thoughts-from-fundswire-this-fortnight/</link><author>Emilie Balloux</author><description>On this fortnight’s Fundswire roundup, Quilter sets out the main routes to a smaller inheritance tax bill, while Baillie Gifford looks at where income investors might turn beyond the usual sources.</description><pubDate>Fri, 23 Oct 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487115/cutting-inheritance-tax-widening-income-sources-and-ai-risk-and-reward--thoughts-from-fundswire-this-fortnight/</guid></item><item><title>Reasons to be cheerful about fixed income, what’s next for gold and UK income opportunities: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13487167/reasons-to-be-cheerful-about-fixed-income-whats-next-for-gold-and-uk-income-opportunities-thoughts-from-fundswire-this-week/</link><author>Diana Llewellyn</author><description>In this week’s Fundswire update, Liontrust gives reasons to be cheerful about fixed income while Jupiter looks for UK equity income opportunities.</description><pubDate>Fri, 23 Oct 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487167/reasons-to-be-cheerful-about-fixed-income-whats-next-for-gold-and-uk-income-opportunities-thoughts-from-fundswire-this-week/</guid></item><item><title>The best-performing funds and trusts of the 2020s – and what they have in common</title><link>http://www.trustnet.com/News/13487117/the-best-performing-funds-and-trusts-of-the-2020s--and-what-they-have-in-common/</link><author>Emmy Hawker</author><description>Funds and trusts focused on AI, commodities and gold have dominated.</description><pubDate>Fri, 23 Oct 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487117/the-best-performing-funds-and-trusts-of-the-2020s--and-what-they-have-in-common/</guid></item><item><title>The sustainable fund investors can’t look away from – and the alternatives worth considering</title><link>http://www.trustnet.com/News/13487016/the-sustainable-fund-investors-cant-look-away-from--and-the-alternatives-worth-considering/</link><author>Emmy Hawker</author><description>Despite the broader retreat from ESG-focused investing, Royal London Sustainable World Trust has maintained strong returns and investor interest.</description><pubDate>Wed, 21 Oct 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487016/the-sustainable-fund-investors-cant-look-away-from--and-the-alternatives-worth-considering/</guid></item><item><title>How to back activist investors in your own portfolio</title><link>http://www.trustnet.com/News/13486970/how-to-back-activist-investors-in-your-own-portfolio/</link><author>Matteo Anelli</author><description>Some specialist investment trusts earn a place in a portfolio as a small, separate source of return.</description><pubDate>Tue, 20 Oct 2026 17:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486970/how-to-back-activist-investors-in-your-own-portfolio/</guid></item><item><title>UK trust managers explain when an M&amp;A deal makes them happy or sad</title><link>http://www.trustnet.com/News/13486964/uk-trust-managers-explain-when-an-ma-deal-makes-them-happy-or-sad/</link><author>Emmy Hawker</author><description>Some managers see the benefits of getting tomorrow’s price today, while others would rather keep their best companies forever.</description><pubDate>Mon, 19 Oct 2026 17:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486964/uk-trust-managers-explain-when-an-ma-deal-makes-them-happy-or-sad/</guid></item><item><title>The UK market shoots itself in the foot, says Liontrust manager</title><link>http://www.trustnet.com/News/13486873/the-uk-market-shoots-itself-in-the-foot-says-liontrust-manager/</link><author>Emmy Hawker</author><description>Anthony Cross argues pension and ISA tax relief can better benefit UK growth.</description><pubDate>Fri, 16 Oct 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486873/the-uk-market-shoots-itself-in-the-foot-says-liontrust-manager/</guid></item><item><title>The questions this activist manager wants trust holders to ask</title><link>http://www.trustnet.com/News/13486836/the-questions-this-activist-manager-wants-trust-holders-to-ask/</link><author>Matteo Anelli</author><description>Achilles’s Naylor urged investors to ask how trust managers are paid and how far the NAV can be trusted.</description><pubDate>Thu, 15 Oct 2026 17:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486836/the-questions-this-activist-manager-wants-trust-holders-to-ask/</guid></item><item><title>Edinburgh Investment Trust turns to housebuilders after a tough year</title><link>http://www.trustnet.com/News/13486709/edinburgh-investment-trust-turns-to-housebuilders-after-a-tough-year/</link><author>Emmy Hawker</author><description>AI fears, a few disappointing holdings and an underweight in banks has weighed on returns.</description><pubDate>Mon, 12 Oct 2026 17:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486709/edinburgh-investment-trust-turns-to-housebuilders-after-a-tough-year/</guid></item><item><title>Four tech specialist funds to broaden exposure beyond the obvious names</title><link>http://www.trustnet.com/News/13485913/four-tech-specialist-funds-to-broaden-exposure-beyond-the-obvious-names/</link><author>Emmy Hawker</author><description>Suggestions include strategies from Liontrust, Allianz and more.</description><pubDate>Mon, 05 Oct 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13485913/four-tech-specialist-funds-to-broaden-exposure-beyond-the-obvious-names/</guid></item><item><title>UK equity funds' share of assets falls by nearly half in 10 years</title><link>http://www.trustnet.com/News/13484556/uk-equity-funds-share-of-assets-falls-by-nearly-half-in-10-years/</link><author>Gary Jackson</author><description>The past decade has seen investors move away from UK equities and towards global, North American, cash and multi-asset strategies.</description><pubDate>Tue, 22 Sep 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484556/uk-equity-funds-share-of-assets-falls-by-nearly-half-in-10-years/</guid></item><item><title>Fed hike ‘appears to be a done deal’, putting Warsh and Trump at odds</title><link>http://www.trustnet.com/News/13484264/fed-hike-appears-to-be-a-done-deal-putting-warsh-and-trump-at-odds/</link><author>Gary Jackson</author><description>Last week’s US inflation print means the Fed has little choice but to lift interest rates later this week.</description><pubDate>Mon, 14 Sep 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484264/fed-hike-appears-to-be-a-done-deal-putting-warsh-and-trump-at-odds/</guid></item><item><title>The sectors where choosing the right fund mattered most since Liberation Day</title><link>http://www.trustnet.com/News/13484204/the-sectors-where-choosing-the-right-fund-mattered-most-since-liberation-day/</link><author>Emmy Hawker</author><description>Macro shocks and the AI boom have created wide gaps between winners and losers across IA sectors.</description><pubDate>Mon, 14 Sep 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484204/the-sectors-where-choosing-the-right-fund-mattered-most-since-liberation-day/</guid></item><item><title>BlackRock vs Fidelity vs Liontrust: Which giant European fund is best?</title><link>http://www.trustnet.com/News/13484176/blackrock-vs-fidelity-vs-liontrust-which-giant-european-fund-is-best/</link><author>Matteo Anelli</author><description>Europe's biggest active fund has also been the weakest performer.</description><pubDate>Fri, 11 Sep 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484176/blackrock-vs-fidelity-vs-liontrust-which-giant-european-fund-is-best/</guid></item><item><title>Why Ruffer thinks retail, luxury and travel stocks are the next AI trades</title><link>http://www.trustnet.com/News/13484150/why-ruffer-thinks-retail-luxury-and-travel-stocks-are-the-next-ai-trades/</link><author>Gary Jackson</author><description>The absolute return manager argues that bonuses, IPO windfalls and land payments generated by the AI build-out could start to filter into consumer spending.</description><pubDate>Thu, 10 Sep 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484150/why-ruffer-thinks-retail-luxury-and-travel-stocks-are-the-next-ai-trades/</guid></item><item><title>CT Global Managed Portfolio delivers strong performance as new managers' Asia pivot pays off</title><link>http://www.trustnet.com/News/13483886/ct-global-managed-portfolio-delivers-strong-performance-as-new-managers-asia-pivot-pays-off/</link><author>Emmy Hawker</author><description>The trust is making changes to dividend payments, payout growth and more.</description><pubDate>Wed, 02 Sep 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483886/ct-global-managed-portfolio-delivers-strong-performance-as-new-managers-asia-pivot-pays-off/</guid></item><item><title>Stagflation is the most likely scenario: Here's four funds to buy</title><link>http://www.trustnet.com/News/13483396/stagflation-is-the-most-likely-scenario-heres-four-funds-to-buy/</link><author>Jonathan Jones</author><description>Experts pick four funds to weather the rare economic event.</description><pubDate>Wed, 26 Aug 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483396/stagflation-is-the-most-likely-scenario-heres-four-funds-to-buy/</guid></item><item><title>Fantasy drafts to investing smarts</title><link>http://www.trustnet.com/News/13483366/fantasy-drafts-to-investing-smarts/</link><author>Darius McDermott</author><description>Here are a few tips (and a few red flags) that apply to both investing and fantasy football.</description><pubDate>Tue, 25 Aug 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483366/fantasy-drafts-to-investing-smarts/</guid></item><item><title>The volatile European funds where the extra risk paid off</title><link>http://www.trustnet.com/News/13483177/the-volatile-european-funds-where-the-extra-risk-paid-off/</link><author>Emmy Hawker</author><description>Strategies from Artemis and HSBC topped the table.</description><pubDate>Tue, 25 Aug 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483177/the-volatile-european-funds-where-the-extra-risk-paid-off/</guid></item><item><title>It is too early to back this Alpha Manager-led UK small-cap fund, say fund pickers</title><link>http://www.trustnet.com/News/13482620/it-is-too-early-to-back-this-alpha-manager-led-uk-small-cap-fund-say-fund-pickers/</link><author>Matteo Anelli</author><description>The FTSE 250 is hitting record highs and mid-caps are attracting bids, but micro-caps have yet to see the money follow.</description><pubDate>Mon, 17 Aug 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13482620/it-is-too-early-to-back-this-alpha-manager-led-uk-small-cap-fund-say-fund-pickers/</guid></item></channel></rss>