Jonathan Cummings - 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-gbTue, 23 Jun 2026 08:02:57 GMTTue, 23 Jun 2026 08:02:57 GMThttp://www.trustnet.comUltraEditeditorial@trustnet.commail@trustnet.comhttp://www.trustnet.comJonathan Cummings - related articles from Trustnethttp://www.trustnet.com/images/FETN_Logo.pngTakeover activity shows UK stocks are too cheap to ignorehttp://www.trustnet.com/News/13478751/takeover-activity-shows-uk-stocks-are-too-cheap-to-ignore/David BrenchleyThere is now a structural undervaluation of UK plc by public market investors of all stripesThu, 18 Jun 2026 13:00:00 GMThttp://www.trustnet.com/News/13478751/takeover-activity-shows-uk-stocks-are-too-cheap-to-ignore/Why Personal Assets Trust is betting on the yen at a 40-year lowhttp://www.trustnet.com/News/13478674/why-personal-assets-trust-is-betting-on-the-yen-at-a-40-year-low/Matteo AnelliTroy's managers explain why a currency most investors avoid could be the portfolio's strongest diversifier.Wed, 17 Jun 2026 16:00:00 GMThttp://www.trustnet.com/News/13478674/why-personal-assets-trust-is-betting-on-the-yen-at-a-40-year-low/Can Japan’s new prime minister keep the market rally alive?http://www.trustnet.com/News/13478442/can-japans-new-prime-minister-keep-the-market-rally-alive/David BatchelorSanae Takaichi's landslide election win and her 'Sanaenomics' agenda look set to extend Japan's corporate reform story, but rising public debt costs, yen vulnerability and the risk of politically directed spending mean the trade is no longer as clean as it was.Tue, 16 Jun 2026 10:30:00 GMThttp://www.trustnet.com/News/13478442/can-japans-new-prime-minister-keep-the-market-rally-alive/The longest-reigning mixed-asset fundshttp://www.trustnet.com/News/13478308/the-longest-reigning-mixed-asset-funds/Matteo AnelliTrustnet highlights the go-anywhere funds that have maintained a maximum FE fundinfo Crown rating for the most part of the past decade.Mon, 15 Jun 2026 07:00:00 GMThttp://www.trustnet.com/News/13478308/the-longest-reigning-mixed-asset-funds/Funds to hold alongside Vanguard LifeStrategy 20% Equityhttp://www.trustnet.com/News/13478099/funds-to-hold-alongside-vanguard-lifestrategy-20-equity/Emmy HawkerSelectors highlight strategies to complement the most cautious fund in the LifeStrategy suite.Thu, 11 Jun 2026 13:00:00 GMThttp://www.trustnet.com/News/13478099/funds-to-hold-alongside-vanguard-lifestrategy-20-equity/Funds to hold alongside Vanguard LifeStrategy 40% Equityhttp://www.trustnet.com/News/13478029/funds-to-hold-alongside-vanguard-lifestrategy-40-equity/Emmy HawkerSelectors highlight strategies that could complement Vanguard’s defensive 40/60 portfolio.Tue, 09 Jun 2026 13:00:00 GMThttp://www.trustnet.com/News/13478029/funds-to-hold-alongside-vanguard-lifestrategy-40-equity/The global equity funds with the highest correlation to momentum stockshttp://www.trustnet.com/News/13477955/the-global-equity-funds-with-the-highest-correlation-to-momentum-stocks/Gary JacksonTrustnet searches the IA Global sector for the funds most correlated to the MSCI AC World Momentum index.Tue, 09 Jun 2026 07:00:00 GMThttp://www.trustnet.com/News/13477955/the-global-equity-funds-with-the-highest-correlation-to-momentum-stocks/'Unusually large' FTSE reshuffle: Fund managers on the winners and losershttp://www.trustnet.com/News/13477774/unusually-large-ftse-reshuffle-fund-managers-on-the-winners-and-losers/Jonathan JonesThe reshuffle tends to be “more dramatic” during volatile markets.Thu, 04 Jun 2026 13:00:00 GMThttp://www.trustnet.com/News/13477774/unusually-large-ftse-reshuffle-fund-managers-on-the-winners-and-losers/Are index-linked gilts worth buying or best left alone?http://www.trustnet.com/News/13477741/are-index-linked-gilts-worth-buying-or-best-left-alone/Matteo AnelliTo answer the question, investors must understand duration, experts say.Thu, 04 Jun 2026 07:00:00 GMThttp://www.trustnet.com/News/13477741/are-index-linked-gilts-worth-buying-or-best-left-alone/The global equity funds with the highest correlation to quality stockshttp://www.trustnet.com/News/13477560/the-global-equity-funds-with-the-highest-correlation-to-quality-stocks/Gary JacksonTrustnet looks across the IA Global sector for the funds most correlated to the MSCI AC World Quality index.Wed, 03 Jun 2026 07:00:00 GMThttp://www.trustnet.com/News/13477560/the-global-equity-funds-with-the-highest-correlation-to-quality-stocks/Trust managers' best energy stocks for 'one of the most compelling medium-term setups in decades'http://www.trustnet.com/News/13477586/trust-managers-best-energy-stocks-for-one-of-the-most-compelling-medium-term-setups-in-decades/Gary JacksonInvestment trust managers give their top energy picks as Middle East disruption and the politics of energy security combine to create a compelling market backdrop.Tue, 02 Jun 2026 16:00:00 GMThttp://www.trustnet.com/News/13477586/trust-managers-best-energy-stocks-for-one-of-the-most-compelling-medium-term-setups-in-decades/The global equity funds with the highest correlation to growth stockshttp://www.trustnet.com/News/13476994/the-global-equity-funds-with-the-highest-correlation-to-growth-stocks/Gary JacksonTrustnet looks across the IA Global sector for the funds most correlated to the MSCI AC World Growth index.Mon, 01 Jun 2026 11:00:00 GMThttp://www.trustnet.com/News/13476994/the-global-equity-funds-with-the-highest-correlation-to-growth-stocks/Is now an attractive entry point for Indian equities? http://www.trustnet.com/News/13477315/is-now-an-attractive-entry-point-for-indian-equities/Darius McDermott The big picture remains strong with long-term drivers aided by government supported initiatives. Thu, 28 May 2026 13:00:00 GMThttp://www.trustnet.com/News/13477315/is-now-an-attractive-entry-point-for-indian-equities/Majedie rotates into Korea and energy as discount narrows to single digitshttp://www.trustnet.com/News/13477285/majedie-rotates-into-korea-and-energy-as-discount-narrows-to-single-digits/Matteo AnelliThe multi-strategy trust has delivered a 4.4% NAV return over six months.Thu, 28 May 2026 11:45:00 GMThttp://www.trustnet.com/News/13477285/majedie-rotates-into-korea-and-energy-as-discount-narrows-to-single-digits/The multi-asset funds that have done the best job of dodging the bottom quartilehttp://www.trustnet.com/News/13476986/the-multi-asset-funds-that-have-done-the-best-job-of-dodging-the-bottom-quartile/Gary JacksonNot one multi-asset fund can boast of staying off the bottom of its sector in each quarter of the past 10 years.Tue, 26 May 2026 07:00:00 GMThttp://www.trustnet.com/News/13476986/the-multi-asset-funds-that-have-done-the-best-job-of-dodging-the-bottom-quartile/Why this £1.5bn UK fund isn’t betting on small- and mid-cap recoveryhttp://www.trustnet.com/News/13476970/why-this-15bn-uk-fund-isnt-betting-on-small--and-mid-cap-recovery/Emmy HawkerJPM UK Equity Core remains anchored in UK large-caps.Fri, 22 May 2026 13:00:00 GMThttp://www.trustnet.com/News/13476970/why-this-15bn-uk-fund-isnt-betting-on-small--and-mid-cap-recovery/The most consistent cautious multi-asset funds over the past decadehttp://www.trustnet.com/News/13476529/the-most-consistent-cautious-multi-asset-funds-over-the-past-decade/Emmy HawkerTen funds in the IA Mixed Investment 20-60% Shares sector beat the average in at least eight years.Mon, 18 May 2026 07:00:00 GMThttp://www.trustnet.com/News/13476529/the-most-consistent-cautious-multi-asset-funds-over-the-past-decade/Hargreaves Lansdown’s three perfect fund pairings for diversificationhttp://www.trustnet.com/News/13476428/hargreaves-lansdowns-three-perfect-fund-pairings-for-diversification/Jonathan JonesFunds from Invesco, Baillie Gifford, Rathbones and Man Group all make the list.Thu, 14 May 2026 13:00:00 GMThttp://www.trustnet.com/News/13476428/hargreaves-lansdowns-three-perfect-fund-pairings-for-diversification/The emerging market and Asian equity funds that have done the best job of dodging the bottom quartilehttp://www.trustnet.com/News/13476036/the-emerging-market-and-asian-equity-funds-that-have-done-the-best-job-of-dodging-the-bottom-quartile/Gary JacksonTrustnet finds the emerging market funds that have spent the fewest quarters at the bottom of their peer group.Mon, 11 May 2026 07:00:00 GMThttp://www.trustnet.com/News/13476036/the-emerging-market-and-asian-equity-funds-that-have-done-the-best-job-of-dodging-the-bottom-quartile/US, Europe and Japan equity funds that have done the best job of dodging the bottom quartilehttp://www.trustnet.com/News/13475883/us-europe-and-japan-equity-funds-that-have-done-the-best-job-of-dodging-the-bottom-quartile/Gary JacksonAvoiding the bottom quartile may sound like a low bar, but few active regional funds have managed it.Wed, 06 May 2026 16:00:00 GMThttp://www.trustnet.com/News/13475883/us-europe-and-japan-equity-funds-that-have-done-the-best-job-of-dodging-the-bottom-quartile/The biggest emerging-market funds and trusts: Which one should you buy?http://www.trustnet.com/News/13475879/the-biggest-emerging-market-funds-and-trusts-which-one-should-you-buy/Matteo AnelliWith the asset class back in favour and the US losing its shine, fund selectors pick their preferred vehicles.Wed, 06 May 2026 13:00:00 GMThttp://www.trustnet.com/News/13475879/the-biggest-emerging-market-funds-and-trusts-which-one-should-you-buy/The most consistent global funds over the past decadehttp://www.trustnet.com/News/13475528/the-most-consistent-global-funds-over-the-past-decade/Emmy HawkerThese global strategies beat the MSCI World index in the most years since 2016.Tue, 05 May 2026 07:00:00 GMThttp://www.trustnet.com/News/13475528/the-most-consistent-global-funds-over-the-past-decade/Hargreaves Lansdown’s two short-duration bond fund pickshttp://www.trustnet.com/News/13475250/hargreaves-lansdowns-two-short-duration-bond-fund-picks/Matteo AnelliHargreaves Lansdown highlights strategies with sub-five-year maturities as diversification tools and income portfolios.Tue, 28 Apr 2026 12:30:00 GMThttp://www.trustnet.com/News/13475250/hargreaves-lansdowns-two-short-duration-bond-fund-picks/The UK funds that have done the best job of dodging the bottom quartilehttp://www.trustnet.com/News/13475082/the-uk-funds-that-have-done-the-best-job-of-dodging-the-bottom-quartile/Gary JacksonUK trackers appear to be best at staying off the bottom of the sector although a small number of active funds have managed this too.Mon, 27 Apr 2026 07:00:00 GMThttp://www.trustnet.com/News/13475082/the-uk-funds-that-have-done-the-best-job-of-dodging-the-bottom-quartile/Selectors gravitate towards five space-exposed funds and trustshttp://www.trustnet.com/News/13474711/selectors-gravitate-towards-five-space-exposed-funds-and-trusts/Emmy HawkerBaillie Gifford and BlackRock among those offering access to the space economy.Mon, 20 Apr 2026 13:00:00 GMThttp://www.trustnet.com/News/13474711/selectors-gravitate-towards-five-space-exposed-funds-and-trusts/Trusts beat funds over time – but only in the right sectors http://www.trustnet.com/News/13474645/trusts-beat-funds-over-time--but-only-in-the-right-sectors/Matteo AnelliA sector-by-sector comparison shows investment trusts gaining ground over longer timeframes, but the advantage is inconsistent and often disappears outside equity markets. Mon, 20 Apr 2026 07:00:00 GMThttp://www.trustnet.com/News/13474645/trusts-beat-funds-over-time--but-only-in-the-right-sectors/Seven defensive stocks for a slowing economyhttp://www.trustnet.com/News/13474465/seven-defensive-stocks-for-a-slowing-economy/Emmy HawkerFund managers from Rathbones, Aegon and more highlight high-quality companies they believe can weather weaker growth.Wed, 15 Apr 2026 07:00:00 GMThttp://www.trustnet.com/News/13474465/seven-defensive-stocks-for-a-slowing-economy/The perfect portfolio to navigate sticky inflationhttp://www.trustnet.com/News/13474249/the-perfect-portfolio-to-navigate-sticky-inflation/Emmy HawkerCharles Stanley’s Rob Morgan recommends funds and trusts to handle an inflation spike.Mon, 13 Apr 2026 07:00:00 GMThttp://www.trustnet.com/News/13474249/the-perfect-portfolio-to-navigate-sticky-inflation/Fund and trust picks to help investors navigate a volatile US dollarhttp://www.trustnet.com/News/13474031/fund-and-trust-picks-to-help-investors-navigate-a-volatile-us-dollar/Emmy HawkerFund selectors highlight options from BlackRock, Schroders and more.Thu, 09 Apr 2026 07:00:00 GMThttp://www.trustnet.com/News/13474031/fund-and-trust-picks-to-help-investors-navigate-a-volatile-us-dollar/The FTSE 100 stock this Alpha Manager says is too risky to avoidhttp://www.trustnet.com/News/13473611/the-ftse-100-stock-this-alpha-manager-says-is-too-risky-to-avoid/Jonathan JonesAnthony Lynch was added as a co-manager to the JPMorgan Claverhouse investment trust in 2024.Thu, 02 Apr 2026 13:00:00 GMThttp://www.trustnet.com/News/13473611/the-ftse-100-stock-this-alpha-manager-says-is-too-risky-to-avoid/Five last-minute ISA funds for the anxious investorhttp://www.trustnet.com/News/13473150/five-last-minute-isa-funds-for-the-anxious-investor/Darius McDermottThe biggest investment mistake you can really make is not being invested at all.Tue, 31 Mar 2026 15:00:00 GMThttp://www.trustnet.com/News/13473150/five-last-minute-isa-funds-for-the-anxious-investor/Veteran trust managers on the Iran crisis: The lessons of 178 combined yearshttp://www.trustnet.com/News/13473490/veteran-trust-managers-on-the-iran-crisis-the-lessons-of-178-combined-years/Gary JacksonFive of the longest-serving investment trust managers share the lessons that have shaped their response to the Iran crisis and why most of them are buying rather than selling.Tue, 31 Mar 2026 13:00:00 GMThttp://www.trustnet.com/News/13473490/veteran-trust-managers-on-the-iran-crisis-the-lessons-of-178-combined-years/UK stock ideas for your ISA this seasonhttp://www.trustnet.com/News/13472713/uk-stock-ideas-for-your-isa-this-season/Emmy HawkerFund managers reveal the stocks they currently favour in their portfolios.Mon, 30 Mar 2026 07:00:00 GMThttp://www.trustnet.com/News/13472713/uk-stock-ideas-for-your-isa-this-season/Five adventurous fund picks to add to your ISA before the April deadlinehttp://www.trustnet.com/News/13472507/five-adventurous-fund-picks-to-add-to-your-isa-before-the-april-deadline/Jonathan JonesSelectors highlight funds and investment trusts that are worthy of consideration for investors willing to take on a bit more risk.Tue, 24 Mar 2026 07:00:00 GMThttp://www.trustnet.com/News/13472507/five-adventurous-fund-picks-to-add-to-your-isa-before-the-april-deadline/