Joanna Wald - 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-gbMon, 09 Nov 2026 17:38:19 GMTMon, 09 Nov 2026 17:38:19 GMThttp://www.trustnet.comUltraEditeditorial@trustnet.commail@trustnet.comhttp://www.trustnet.comJoanna Wald - related articles from Trustnethttp://www.trustnet.com/images/FETN_Logo.pngThe funds rallying the most as investors sell AI stockshttp://www.trustnet.com/News/13487949/the-funds-rallying-the-most-as-investors-sell-ai-stocks/Gary JacksonUK small- and mid-cap, healthcare, software and energy funds all feature among the 100 best performers since the chip stocks peaked in June.Thu, 05 Nov 2026 16:00:00 GMThttp://www.trustnet.com/News/13487949/the-funds-rallying-the-most-as-investors-sell-ai-stocks/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/Benchmark shruggers: The IA Global funds with the lowest correlation to their indexhttp://www.trustnet.com/News/13487550/benchmark-shruggers-the-ia-global-funds-with-the-lowest-correlation-to-their-index/Matteo AnelliOf the 18 funds furthest from their index, 10 are value or contrarian vehicles and only one beat the MSCI AC World over three years.Mon, 02 Nov 2026 07:00:00 GMThttp://www.trustnet.com/News/13487550/benchmark-shruggers-the-ia-global-funds-with-the-lowest-correlation-to-their-index/Defence fund manager amid sector pullback: 'Investors are still underweight’ http://www.trustnet.com/News/13487549/defence-fund-manager-amid-sector-pullback-investors-are-still-underweight/Matteo AnelliThe recent correction in defence names has made valuations ‘attractive’, as the market underestimates how fast earnings will grow.Fri, 30 Oct 2026 13:00:00 GMThttp://www.trustnet.com/News/13487549/defence-fund-manager-amid-sector-pullback-investors-are-still-underweight/The global funds beating the sector without the market’s biggest stockshttp://www.trustnet.com/News/13487496/the-global-funds-beating-the-sector-without-the-markets-biggest-stocks/Gary JacksonTrustnet looks for top-quartile IA Global funds that have kept Nvidia, Microsoft and the rest of the index’s biggest stocks out of their top 10 holdings.Thu, 29 Oct 2026 13:00:00 GMThttp://www.trustnet.com/News/13487496/the-global-funds-beating-the-sector-without-the-markets-biggest-stocks/The global funds leaning hardest on the market’s biggest stockshttp://www.trustnet.com/News/13487172/the-global-funds-leaning-hardest-on-the-markets-biggest-stocks/Gary JacksonTrustnet finds the IA Global funds with the largest positions in Nvidia, Microsoft and the rest of the index’s biggest stocks.Tue, 27 Oct 2026 09:15:00 GMThttp://www.trustnet.com/News/13487172/the-global-funds-leaning-hardest-on-the-markets-biggest-stocks/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 emerging market and Asia funds topping the charts while underweight Taiwan and Koreahttp://www.trustnet.com/News/13486967/the-emerging-market-and-asia-funds-topping-the-charts-while-underweight-taiwan-and-korea/Jonathan JonesGiant names such as TSMC and SK Hynix have struggled in recent days. But not all funds will be feeling the pinch.Tue, 20 Oct 2026 07:00:00 GMThttp://www.trustnet.com/News/13486967/the-emerging-market-and-asia-funds-topping-the-charts-while-underweight-taiwan-and-korea/The best and worst funds and trusts of Septemberhttp://www.trustnet.com/News/13485732/the-best-and-worst-funds-and-trusts-of-september/Jonathan JonesTrustnet looks at the laggards and leaders over the past month.Thu, 01 Oct 2026 13:00:00 GMThttp://www.trustnet.com/News/13485732/the-best-and-worst-funds-and-trusts-of-september/Schroders: Ways to end the bond sell-off (but none look imminent)http://www.trustnet.com/News/13484384/schroders-ways-to-end-the-bond-sell-off-but-none-look-imminent/Gary JacksonSchroders' James Bilson argues that loose fiscal and monetary policy, not rising credit risk, explains the recent jump in yields.Wed, 16 Sep 2026 13:00:00 GMThttp://www.trustnet.com/News/13484384/schroders-ways-to-end-the-bond-sell-off-but-none-look-imminent/Schroder Asian Alpha Plus keeps ratings as Sennitt steps backhttp://www.trustnet.com/News/13484332/schroder-asian-alpha-plus-keeps-ratings-as-sennitt-steps-back/Matteo AnelliAbbas Barkhordar has taken over as lead manager of the fund, with Titan Square Mile and FundCalibre maintaining their ratings.Tue, 15 Sep 2026 11:30:00 GMThttp://www.trustnet.com/News/13484332/schroder-asian-alpha-plus-keeps-ratings-as-sennitt-steps-back/Fidelity's Sam Morse to retire in October 2027http://www.trustnet.com/News/13484081/fidelitys-sam-morse-to-retire-in-october-2027/Gary JacksonFidelity International is expanding its European equities team a year ahead of Sam Morse's retirement to allow a longer handover.Tue, 08 Sep 2026 10:55:00 GMThttp://www.trustnet.com/News/13484081/fidelitys-sam-morse-to-retire-in-october-2027/The Asia Pacific and Japan funds where the extra risk paid offhttp://www.trustnet.com/News/13483419/the-asia-pacific-and-japan-funds-where-the-extra-risk-paid-off/Emmy HawkerThese strategies topped the tables for risk-adjusted returns in the 2020s.Wed, 26 Aug 2026 13:00:00 GMThttp://www.trustnet.com/News/13483419/the-asia-pacific-and-japan-funds-where-the-extra-risk-paid-off/Saba relaunches campaign to shake up Baillie Gifford trust boardhttp://www.trustnet.com/News/13483142/saba-relaunches-campaign-to-shake-up-baillie-gifford-trust-board/Jonathan JonesThe US hedge fund initially attempted to seize control of the trust in February 2025.Mon, 24 Aug 2026 12:30:00 GMThttp://www.trustnet.com/News/13483142/saba-relaunches-campaign-to-shake-up-baillie-gifford-trust-board/The volatile UK funds where more risk paid offhttp://www.trustnet.com/News/13482743/the-volatile-uk-funds-where-more-risk-paid-off/Emmy HawkerTrustnet ranks funds by returns, Sharpe ratio and volatility in the 2020s.Tue, 18 Aug 2026 07:00:00 GMThttp://www.trustnet.com/News/13482743/the-volatile-uk-funds-where-more-risk-paid-off/‘Closer to a tailwind than a headwind’: Why active funds suddenly started beating the market in Julyhttp://www.trustnet.com/News/13482589/closer-to-a-tailwind-than-a-headwind-why-active-funds-suddenly-started-beating-the-market-in-july/Gary JacksonThe share of active equity funds outperforming their benchmark rose by 20.5 percentage points in a single month.Fri, 14 Aug 2026 07:00:00 GMThttp://www.trustnet.com/News/13482589/closer-to-a-tailwind-than-a-headwind-why-active-funds-suddenly-started-beating-the-market-in-july/How managers are positioned in the Magnificent Sevenhttp://www.trustnet.com/News/13482590/how-managers-are-positioned-in-the-magnificent-seven/Matteo AnelliTrustnet asked three asset managers where they stand on a trade that’s now become seven different trades.Thu, 13 Aug 2026 13:00:00 GMThttp://www.trustnet.com/News/13482590/how-managers-are-positioned-in-the-magnificent-seven/