James Thomson - related articles from Trustnethttp://www.trustnet.com/News/NewsHome.aspxTrustnet, 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 VCTsen-gbWed, 11 Nov 2026 21:29:57 GMTWed, 11 Nov 2026 21:29:57 GMThttp://www.trustnet.comUltraEditeditorial@trustnet.commail@trustnet.comhttp://www.trustnet.comJames Thomson - related articles from Trustnethttp://www.trustnet.com/images/FETN_Logo.pngThe true cost of AI and why current spending is not sustainablehttp://www.trustnet.com/News/13488139/the-true-cost-of-ai-and-why-current-spending-is-not-sustainable/Jonathan JonesBrunner investment trust managers Julian Bishop and James Ashworth explain why assumptions over the AI capex cycle could be under strain.Wed, 11 Nov 2026 13:00:00 GMThttp://www.trustnet.com/News/13488139/the-true-cost-of-ai-and-why-current-spending-is-not-sustainable/AVI Global Trust's portfolio at widest discount since past three market criseshttp://www.trustnet.com/News/13488103/avi-global-trusts-portfolio-at-widest-discount-since-past-three-market-crises/Gary JacksonThe gap between what AVI Global Trust's holdings are worth and what the market pays for them has reached levels last seen in the depths of three separate crises.Tue, 10 Nov 2026 13:00:00 GMThttp://www.trustnet.com/News/13488103/avi-global-trusts-portfolio-at-widest-discount-since-past-three-market-crises/One fund or trust for investors who can hold for five yearshttp://www.trustnet.com/News/13487969/one-fund-or-trust-for-investors-who-can-hold-for-five-years/Matteo AnelliAsia, India, US mid-caps and AI are among the picks for investors who can wait five years.Fri, 06 Nov 2026 07:00:00 GMThttp://www.trustnet.com/News/13487969/one-fund-or-trust-for-investors-who-can-hold-for-five-years/These trust managers own Anthropic: What is their strategy ahead of the IPO?http://www.trustnet.com/News/13487958/these-trust-managers-own-anthropic-what-is-their-strategy-ahead-of-the-ipo/Matteo AnelliManagers reveal what SpaceX’s IPO taught them.Thu, 05 Nov 2026 13:00:00 GMThttp://www.trustnet.com/News/13487958/these-trust-managers-own-anthropic-what-is-their-strategy-ahead-of-the-ipo/Preparing for the future, not predicting ithttp://www.trustnet.com/News/13487935/preparing-for-the-future-not-predicting-it/James ThomsonAI is probably one of the most important investment themes of my career, but I think we're moving into a different phase. Wed, 04 Nov 2026 15:00:00 GMThttp://www.trustnet.com/News/13487935/preparing-for-the-future-not-predicting-it/One fund and one trust to hold for just one yearhttp://www.trustnet.com/News/13487412/one-fund-and-one-trust-to-hold-for-just-one-year/Matteo AnelliBonds, smaller companies and miners are among the picks for investors with a short time horizon.Wed, 28 Oct 2026 07:00:00 GMThttp://www.trustnet.com/News/13487412/one-fund-and-one-trust-to-hold-for-just-one-year/AI’s next disruption http://www.trustnet.com/News/13487221/ais-next-disruption/Darius McDermottChelsea Financial Services’ Darius McDermott asks if investors should be careful about expecting AI to repeat the extraordinary profits of earlier technology shifts.Mon, 26 Oct 2026 11:00:00 GMThttp://www.trustnet.com/News/13487221/ais-next-disruption/The best-performing funds and trusts of the 2020s – and what they have in commonhttp://www.trustnet.com/News/13487117/the-best-performing-funds-and-trusts-of-the-2020s--and-what-they-have-in-common/Emmy HawkerFunds and trusts focused on AI, commodities and gold have dominated.Fri, 23 Oct 2026 07:00:00 GMThttp://www.trustnet.com/News/13487117/the-best-performing-funds-and-trusts-of-the-2020s--and-what-they-have-in-common/The sustainable fund investors can’t look away from – and the alternatives worth consideringhttp://www.trustnet.com/News/13487016/the-sustainable-fund-investors-cant-look-away-from--and-the-alternatives-worth-considering/Emmy HawkerDespite the broader retreat from ESG-focused investing, Royal London Sustainable World Trust has maintained strong returns and investor interest.Wed, 21 Oct 2026 07:00:00 GMThttp://www.trustnet.com/News/13487016/the-sustainable-fund-investors-cant-look-away-from--and-the-alternatives-worth-considering/How to back activist investors in your own portfoliohttp://www.trustnet.com/News/13486970/how-to-back-activist-investors-in-your-own-portfolio/Matteo AnelliSome specialist investment trusts earn a place in a portfolio as a small, separate source of return.Tue, 20 Oct 2026 17:00:00 GMThttp://www.trustnet.com/News/13486970/how-to-back-activist-investors-in-your-own-portfolio/The questions this activist manager wants trust holders to askhttp://www.trustnet.com/News/13486836/the-questions-this-activist-manager-wants-trust-holders-to-ask/Matteo AnelliAchilles’s Naylor urged investors to ask how trust managers are paid and how far the NAV can be trusted.Thu, 15 Oct 2026 17:00:00 GMThttp://www.trustnet.com/News/13486836/the-questions-this-activist-manager-wants-trust-holders-to-ask/Emerging markets, Artemis and value: The funds that investors are paying more attention to in 2026http://www.trustnet.com/News/13486801/emerging-markets-artemis-and-value-the-funds-that-investors-are-paying-more-attention-to-in-2026/Gary JacksonArtemis Global Income is now the most-researched fund on Trustnet, with Fundsmith Equity down to sixth.Thu, 15 Oct 2026 07:00:00 GMThttp://www.trustnet.com/News/13486801/emerging-markets-artemis-and-value-the-funds-that-investors-are-paying-more-attention-to-in-2026/Not owning Chinese stocks doesn't mean you've avoided China risk, says Scottish Mortgage's Burnshttp://www.trustnet.com/News/13486489/not-owning-chinese-stocks-doesnt-mean-youve-avoided-china-risk-says-scottish-mortgages-burns/Matteo AnelliInvestors holding the likes of Tesla and Apple carry China exposure with little discount priced in.Thu, 08 Oct 2026 13:00:00 GMThttp://www.trustnet.com/News/13486489/not-owning-chinese-stocks-doesnt-mean-youve-avoided-china-risk-says-scottish-mortgages-burns/The trusts on track for another year at the top of their sectorhttp://www.trustnet.com/News/13486111/the-trusts-on-track-for-another-year-at-the-top-of-their-sector/Gary JacksonAs markets move into the final quarter of 2026, Trustnet finds out which trusts were in the top quartile for both 2025 and the year to date.Wed, 07 Oct 2026 07:00:00 GMThttp://www.trustnet.com/News/13486111/the-trusts-on-track-for-another-year-at-the-top-of-their-sector/The world’s most expensive and cheapest marketshttp://www.trustnet.com/News/13484819/the-worlds-most-expensive-and-cheapest-markets/Jonathan JonesTrustnet looks at the markets where investors can find a bargain.Tue, 29 Sep 2026 07:00:00 GMThttp://www.trustnet.com/News/13484819/the-worlds-most-expensive-and-cheapest-markets/The MPS ranges with the best Sharpe ratioshttp://www.trustnet.com/News/13484754/the-mps-ranges-with-the-best-sharpe-ratios/Gary JacksonTrustnet identifies the discretionary model portfolio ranges that have delivered the best risk-adjusted returns over the past three years.Mon, 28 Sep 2026 07:00:00 GMThttp://www.trustnet.com/News/13484754/the-mps-ranges-with-the-best-sharpe-ratios/Funds you could hold in your portfolio instead of Fundsmith Equityhttp://www.trustnet.com/News/13484694/funds-you-could-hold-in-your-portfolio-instead-of-fundsmith-equity/Emmy HawkerDespite recent concerns surrounding performance, Fundsmith Equity was one of the most researched funds on Trustnet over the past year.Thu, 24 Sep 2026 07:00:00 GMThttp://www.trustnet.com/News/13484694/funds-you-could-hold-in-your-portfolio-instead-of-fundsmith-equity/The surprising growth market this value manager is hunting inhttp://www.trustnet.com/News/13484194/the-surprising-growth-market-this-value-manager-is-hunting-in/Matteo AnelliSmaller Korean names are badly mispriced, says AVI’s Joe Bauernfreund.Fri, 11 Sep 2026 13:00:00 GMThttp://www.trustnet.com/News/13484194/the-surprising-growth-market-this-value-manager-is-hunting-in/Lindsell Train launches tender offer for up to 20% of shareshttp://www.trustnet.com/News/13484190/lindsell-train-launches-tender-offer-for-up-to-20-of-shares/Matteo AnelliThe trust will buy back shares at a 5% discount to NAV.Fri, 11 Sep 2026 10:46:00 GMThttp://www.trustnet.com/News/13484190/lindsell-train-launches-tender-offer-for-up-to-20-of-shares/Why Ruffer thinks retail, luxury and travel stocks are the next AI tradeshttp://www.trustnet.com/News/13484150/why-ruffer-thinks-retail-luxury-and-travel-stocks-are-the-next-ai-trades/Gary JacksonThe absolute return manager argues that bonuses, IPO windfalls and land payments generated by the AI build-out could start to filter into consumer spending.Thu, 10 Sep 2026 16:00:00 GMThttp://www.trustnet.com/News/13484150/why-ruffer-thinks-retail-luxury-and-travel-stocks-are-the-next-ai-trades/Should you buy, hold or fold JPMorgan Global Growth & Income trust?http://www.trustnet.com/News/13484060/should-you-buy-hold-or-fold-jpmorgan-global-growth--income-trust/Matteo AnelliWith lead manager Helge Skibeli retiring in 2028, analysts weigh in on whether the £3.3bn trust's team-based process is reason enough to stay put.Mon, 07 Sep 2026 13:00:00 GMThttp://www.trustnet.com/News/13484060/should-you-buy-hold-or-fold-jpmorgan-global-growth--income-trust/CT Global Managed Portfolio delivers strong performance as new managers' Asia pivot pays offhttp://www.trustnet.com/News/13483886/ct-global-managed-portfolio-delivers-strong-performance-as-new-managers-asia-pivot-pays-off/Emmy HawkerThe trust is making changes to dividend payments, payout growth and more.Wed, 02 Sep 2026 11:00:00 GMThttp://www.trustnet.com/News/13483886/ct-global-managed-portfolio-delivers-strong-performance-as-new-managers-asia-pivot-pays-off/The best and worst funds and trusts of August 2026http://www.trustnet.com/News/13483715/the-best-and-worst-funds-and-trusts-of-august-2026/Gary JacksonGold funds returned to the top of the performance tables in August when the precious metal rallied on a mix of geopolitical worries.Tue, 01 Sep 2026 13:00:00 GMThttp://www.trustnet.com/News/13483715/the-best-and-worst-funds-and-trusts-of-august-2026/Four funds for a market ‘boom’http://www.trustnet.com/News/13483500/four-funds-for-a-market-boom/Jonathan JonesAfter stagflation, professionals believe a ‘boom scenario’ of above-trend growth and inflation is the next most likely future environment in markets.Fri, 28 Aug 2026 07:00:00 GMThttp://www.trustnet.com/News/13483500/four-funds-for-a-market-boom/Stagflation is the most likely scenario: Here's four funds to buyhttp://www.trustnet.com/News/13483396/stagflation-is-the-most-likely-scenario-heres-four-funds-to-buy/Jonathan JonesExperts pick four funds to weather the rare economic event.Wed, 26 Aug 2026 07:00:00 GMThttp://www.trustnet.com/News/13483396/stagflation-is-the-most-likely-scenario-heres-four-funds-to-buy/Why one sustainability fund manager says you’re judging clean energy all wronghttp://www.trustnet.com/News/13483063/why-one-sustainability-fund-manager-says-youre-judging-clean-energy-all-wrong/Emmy HawkerRathbones’ David Harrison argues clean energy investing needs patience and explains why his own portfolio has turned pragmatic.Thu, 20 Aug 2026 17:00:00 GMThttp://www.trustnet.com/News/13483063/why-one-sustainability-fund-manager-says-youre-judging-clean-energy-all-wrong/