﻿<?xml version="1.0" encoding="utf-8"?><!--RSS generated at Sat, 14 Nov 2026 00:20:08 GMT--><rss version="2.0"><channel><title>Jonathan Winton  - 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, 14 Nov 2026 00:20:08 GMT</pubDate><lastBuildDate>Sat, 14 Nov 2026 00:20:08 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>Jonathan Winton  - related articles from Trustnet</title><url>http://www.trustnet.com/images/FETN_Logo.png</url></image><item><title>The four companies proving the UK is still home to innovation</title><link>http://www.trustnet.com/News/13488101/the-four-companies-proving-the-uk-is-still-home-to-innovation/</link><author>Emmy Hawker</author><description>UK growth stocks are delivering again but share prices have yet to follow, says Baillie Gifford’s James Smith.</description><pubDate>Tue, 10 Nov 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13488101/the-four-companies-proving-the-uk-is-still-home-to-innovation/</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>Semiconductor stocks drop 20%: The funds hit hardest by the AI sell-off so far</title><link>http://www.trustnet.com/News/13487855/semiconductor-stocks-drop-20-the-funds-hit-hardest-by-the-ai-sell-off-so-far/</link><author>Gary Jackson</author><description>Emerging market, Asia Pacific ex Japan, blockchain and clean energy funds all feature among the 100 worst performers since the chip stock peak.</description><pubDate>Wed, 04 Nov 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487855/semiconductor-stocks-drop-20-the-funds-hit-hardest-by-the-ai-sell-off-so-far/</guid></item><item><title>How much should you hold in UK equities?</title><link>http://www.trustnet.com/News/13487671/how-much-should-you-hold-in-uk-equities/</link><author>Matteo Anelli</author><description>Global investors plan to add UK exposure despite weaker growth expectations. Should UK investors follow suit?</description><pubDate>Tue, 03 Nov 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487671/how-much-should-you-hold-in-uk-equities/</guid></item><item><title>How much should you hold in UK equities?</title><link>http://www.trustnet.com/News/13487806/how-much-should-you-hold-in-uk-equities/</link><author>Matteo Anelli</author><description>Global investors plan to add UK exposure despite weaker growth expectations. Should UK investors follow suit?</description><pubDate>Tue, 03 Nov 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487806/how-much-should-you-hold-in-uk-equities/</guid></item><item><title>The global funds beating the sector without the market’s biggest stocks</title><link>http://www.trustnet.com/News/13487496/the-global-funds-beating-the-sector-without-the-markets-biggest-stocks/</link><author>Gary Jackson</author><description>Trustnet 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.</description><pubDate>Thu, 29 Oct 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487496/the-global-funds-beating-the-sector-without-the-markets-biggest-stocks/</guid></item><item><title>The emerging markets trusts with a new buy recommendation from Jefferies</title><link>http://www.trustnet.com/News/13487388/the-emerging-markets-trusts-with-a-new-buy-recommendation-from-jefferies/</link><author>Matteo Anelli</author><description>The broker rated Fidelity Emerging Markets and Templeton Emerging Markets a ‘buy’ and put VinaCapital Vietnam Opportunity Fund on ‘hold’.</description><pubDate>Tue, 27 Oct 2026 12:20:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487388/the-emerging-markets-trusts-with-a-new-buy-recommendation-from-jefferies/</guid></item><item><title>The global funds leaning hardest on the market’s biggest stocks</title><link>http://www.trustnet.com/News/13487172/the-global-funds-leaning-hardest-on-the-markets-biggest-stocks/</link><author>Gary Jackson</author><description>Trustnet finds the IA Global funds with the largest positions in Nvidia, Microsoft and the rest of the index’s biggest stocks.</description><pubDate>Tue, 27 Oct 2026 09:15:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487172/the-global-funds-leaning-hardest-on-the-markets-biggest-stocks/</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>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>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>Three bargain UK shares these investment trust managers find most mispriced</title><link>http://www.trustnet.com/News/13486878/three-bargain-uk-shares-these-investment-trust-managers-find-most-mispriced/</link><author>Matteo Anelli</author><description>Artemis, Strategic Equity Capital and Aurora managers pick the three stocks they are most excited about.</description><pubDate>Mon, 19 Oct 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486878/three-bargain-uk-shares-these-investment-trust-managers-find-most-mispriced/</guid></item><item><title>Playing the next stage of AI, the case for cash and the US investment environment: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13486864/playing-the-next-stage-of-ai-the-case-for-cash-and-the-us-investment-environment-thoughts-from-fundswire-this-week/</link><author>Emilie Balloux</author><description>On Fundswire this week, Artemis looks at four ways investors can approach the AI theme and Royal London Asset Management sets out how cash can play a deliberate role in a financial plan.</description><pubDate>Fri, 16 Oct 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486864/playing-the-next-stage-of-ai-the-case-for-cash-and-the-us-investment-environment-thoughts-from-fundswire-this-week/</guid></item><item><title>Mercantile co-manager Lynch to step down after 14 years</title><link>http://www.trustnet.com/News/13486820/mercantile-co-manager-lynch-to-step-down-after-14-years/</link><author>Matteo Anelli</author><description>Guy Anderson will be joined by Manny Hajra at the UK mid-cap trust.</description><pubDate>Thu, 15 Oct 2026 10:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486820/mercantile-co-manager-lynch-to-step-down-after-14-years/</guid></item><item><title>Emerging markets, Artemis and value: The funds that investors are paying more attention to in 2026</title><link>http://www.trustnet.com/News/13486801/emerging-markets-artemis-and-value-the-funds-that-investors-are-paying-more-attention-to-in-2026/</link><author>Gary Jackson</author><description>Artemis Global Income is now the most-researched fund on Trustnet, with Fundsmith Equity down to sixth.</description><pubDate>Thu, 15 Oct 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486801/emerging-markets-artemis-and-value-the-funds-that-investors-are-paying-more-attention-to-in-2026/</guid></item><item><title>How this £1.7bn trust manager is preparing for the Budget</title><link>http://www.trustnet.com/News/13486704/how-this-17bn-trust-manager-is-preparing-for-the-budget/</link><author>Matteo Anelli</author><description>Mercantile has cut its borrowing to keep room for Budget winners.</description><pubDate>Tue, 13 Oct 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486704/how-this-17bn-trust-manager-is-preparing-for-the-budget/</guid></item><item><title>UK fund picks: Experts prefer smaller companies trusts</title><link>http://www.trustnet.com/News/13486667/uk-fund-picks-experts-prefer-smaller-companies-trusts/</link><author>Matteo Anelli</author><description>Aberforth and Aurora are among the favourites chosen by our fund pickers.</description><pubDate>Mon, 12 Oct 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486667/uk-fund-picks-experts-prefer-smaller-companies-trusts/</guid></item><item><title>The commodity set for a decade-long bull market</title><link>http://www.trustnet.com/News/13486089/the-commodity-set-for-a-decade-long-bull-market/</link><author>Jonathan Jones</author><description>Supply is not keeping up with demand and new projects take around a decade to come onstream.</description><pubDate>Wed, 07 Oct 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486089/the-commodity-set-for-a-decade-long-bull-market/</guid></item><item><title>The trusts on track for another year at the top of their sector</title><link>http://www.trustnet.com/News/13486111/the-trusts-on-track-for-another-year-at-the-top-of-their-sector/</link><author>Gary Jackson</author><description>As 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.</description><pubDate>Wed, 07 Oct 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486111/the-trusts-on-track-for-another-year-at-the-top-of-their-sector/</guid></item><item><title>Fidelity's Riddell: Australia's housing market is 'popping pretty spectacularly'</title><link>http://www.trustnet.com/News/13486115/fidelitys-riddell-australias-housing-market-is-popping-pretty-spectacularly/</link><author>Jonathan Jones</author><description>This should cause interest rates to fall, but markets are not pricing in cuts.</description><pubDate>Tue, 06 Oct 2026 17:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486115/fidelitys-riddell-australias-housing-market-is-popping-pretty-spectacularly/</guid></item><item><title>US midterms outlook, emerging market momentum and securing income: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13485874/us-midterms-outlook-emerging-market-momentum-and-securing-income-thoughts-from-fundswire-this-week/</link><author>Emilie Balloux</author><description> On Fundswire this week, T. Rowe Price considers how the US midterms could affect investors' portfolios and Fidelity's Chris Tennant unpacks the story behind emerging market equities so far this year.</description><pubDate>Fri, 02 Oct 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13485874/us-midterms-outlook-emerging-market-momentum-and-securing-income-thoughts-from-fundswire-this-week/</guid></item><item><title>The best and worst funds of Q3 2026</title><link>http://www.trustnet.com/News/13485773/the-best-and-worst-funds-of-q3-2026/</link><author>Matteo Anelli</author><description>Trustnet looks at which funds and trusts led and lagged in the third quarter, as oil, gold and a Federal Reserve rate rise moved markets.</description><pubDate>Fri, 02 Oct 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13485773/the-best-and-worst-funds-of-q3-2026/</guid></item><item><title>The overlooked role of short-selling  in emerging markets</title><link>http://www.trustnet.com/News/13485738/the-overlooked-role-of-short-selling--in-emerging-markets/</link><author>Chris Tennant</author><description>Fidelity Emerging Markets' shorts have added to performance since Fidelity took over in October 2021, even as emerging market equities posted strong gains.</description><pubDate>Thu, 01 Oct 2026 15:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13485738/the-overlooked-role-of-short-selling--in-emerging-markets/</guid></item><item><title>Six funds and trusts for a higher-for-longer interest rate environment</title><link>http://www.trustnet.com/News/13484866/six-funds-and-trusts-for-a-higher-for-longer-interest-rate-environment/</link><author>Emmy Hawker</author><description>Options span bonds, alternative assets, income and more.</description><pubDate>Wed, 30 Sep 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484866/six-funds-and-trusts-for-a-higher-for-longer-interest-rate-environment/</guid></item><item><title>Fidelity launches Absolute Return Global Equity fund in the UK</title><link>http://www.trustnet.com/News/13484826/fidelity-launches-absolute-return-global-equity-fund-in-the-uk/</link><author>Gary Jackson</author><description>New Oeic gives UK investors access to a strategy that holds more than $1.6bn in its Luxembourg-domiciled form.</description><pubDate>Tue, 29 Sep 2026 10:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484826/fidelity-launches-absolute-return-global-equity-fund-in-the-uk/</guid></item><item><title>The contrarian UK stocks being bought by Fidelity's special situations managers</title><link>http://www.trustnet.com/News/13484578/the-contrarian-uk-stocks-being-bought-by-fidelitys-special-situations-managers/</link><author>Gary Jackson</author><description>Fidelity Special Situations manager Alex Wright has been adding to UK staffing firms, domestic banks and commodities stocks.</description><pubDate>Tue, 22 Sep 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484578/the-contrarian-uk-stocks-being-bought-by-fidelitys-special-situations-managers/</guid></item><item><title>Four alternative funds to consider instead of Artemis Global Income</title><link>http://www.trustnet.com/News/13484458/four-alternative-funds-to-consider-instead-of-artemis-global-income/</link><author>Emmy Hawker</author><description>The Artemis strategy was the most researched on Trustnet over the past year. </description><pubDate>Fri, 18 Sep 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484458/four-alternative-funds-to-consider-instead-of-artemis-global-income/</guid></item><item><title>Why the FTSE 250 is really the FTSE 170</title><link>http://www.trustnet.com/News/13484343/why-the-ftse-250-is-really-the-ftse-170/</link><author>Jonathan Jones</author><description>There are several reasons why investment companies have become an increasingly important part of the mid-cap index.</description><pubDate>Wed, 16 Sep 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484343/why-the-ftse-250-is-really-the-ftse-170/</guid></item><item><title>Investing in UK smaller companies against a difficult domestic backdrop</title><link>http://www.trustnet.com/News/13484335/investing-in-uk-smaller-companies-against-a-difficult-domestic-backdrop/</link><author>David Batchelor</author><description /><pubDate>Mon, 14 Sep 2026 15:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484335/investing-in-uk-smaller-companies-against-a-difficult-domestic-backdrop/</guid></item><item><title>The investment case for China, Europe’s industrial revival and a constructive outlook on equities: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13484187/the-investment-case-for-china-europes-industrial-revival-and-a-constructive-outlook-on-equities-thoughts-from-fundswire-this-week/</link><author>Diana Llewellyn</author><description>On Fundswire this week, Fidelity International examines China’s strengthening investment case, Aberdeen discusses Europe’s industrial revival and T. Rowe Price shares its outlook for equities. </description><pubDate>Fri, 11 Sep 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484187/the-investment-case-for-china-europes-industrial-revival-and-a-constructive-outlook-on-equities-thoughts-from-fundswire-this-week/</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>How Fidelity’s new MPS range is navigating bottom-dwelling European markets</title><link>http://www.trustnet.com/News/13484146/how-fidelitys-new-mps-range-is-navigating-bottom-dwelling-european-markets/</link><author>Matteo Anelli</author><description>Fidelity MPS manager Caroline Shaw is narrowing her bets in the region while adding gold to her portfolios.</description><pubDate>Thu, 10 Sep 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484146/how-fidelitys-new-mps-range-is-navigating-bottom-dwelling-european-markets/</guid></item><item><title>Funds that help diversify away from the AI theme</title><link>http://www.trustnet.com/News/13484114/funds-that-help-diversify-away-from-the-ai-theme/</link><author>Gary Jackson</author><description>Trustnet's correlation analysis points to UK equity income, commodities and select global funds as options for investors wanting less exposure to AI.</description><pubDate>Wed, 09 Sep 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484114/funds-that-help-diversify-away-from-the-ai-theme/</guid></item><item><title>Fidelity's Sam Morse to retire in October 2027</title><link>http://www.trustnet.com/News/13484081/fidelitys-sam-morse-to-retire-in-october-2027/</link><author>Gary Jackson</author><description>Fidelity International is expanding its European equities team a year ahead of Sam Morse's retirement to allow a longer handover.</description><pubDate>Tue, 08 Sep 2026 10:55:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484081/fidelitys-sam-morse-to-retire-in-october-2027/</guid></item><item><title>Jupiter poaches Liontrust small-cap team as Service and Cable depart</title><link>http://www.trustnet.com/News/13484054/jupiter-poaches-liontrust-small-cap-team-as-service-and-cable-depart/</link><author>Jonathan Jones</author><description>George Ensor and Mayan Uthayakumar will take over the running of the firm's small and mid-cap funds.</description><pubDate>Mon, 07 Sep 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484054/jupiter-poaches-liontrust-small-cap-team-as-service-and-cable-depart/</guid></item><item><title>The global funds where it paid to take more risk</title><link>http://www.trustnet.com/News/13483997/the-global-funds-where-it-paid-to-take-more-risk/</link><author>Emmy Hawker</author><description>Strategies from Polar Capital, Artemis and more topped the tables for risk-adjusted returns in the 2020s.</description><pubDate>Mon, 07 Sep 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483997/the-global-funds-where-it-paid-to-take-more-risk/</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>The case for European equities and the AI race: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13483499/the-case-for-european-equities-and-the-ai-race-thoughts-from-fundswire-this-week/</link><author>Diana Llewellyn</author><description>On this week’s Fundswire round-up, Fidelity International outlines the case for European equities while Capital Group asks whether the US or China is winning the AI race.</description><pubDate>Fri, 28 Aug 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483499/the-case-for-european-equities-and-the-ai-race-thoughts-from-fundswire-this-week/</guid></item><item><title>Four funds for a market ‘boom’</title><link>http://www.trustnet.com/News/13483500/four-funds-for-a-market-boom/</link><author>Jonathan Jones</author><description>After stagflation, professionals believe a ‘boom scenario’ of above-trend growth and inflation is the next most likely future environment in markets.</description><pubDate>Fri, 28 Aug 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483500/four-funds-for-a-market-boom/</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 UK funds where more risk paid off</title><link>http://www.trustnet.com/News/13482743/the-volatile-uk-funds-where-more-risk-paid-off/</link><author>Emmy Hawker</author><description>Trustnet ranks funds by returns, Sharpe ratio and volatility in the 2020s.</description><pubDate>Tue, 18 Aug 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13482743/the-volatile-uk-funds-where-more-risk-paid-off/</guid></item><item><title>The defensive power of equity income and how short-dated high yield can help manage risk: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13482642/the-defensive-power-of-equity-income-and-how-short-dated-high-yield-can-help-manage-risk-thoughts-from-fundswire-this-week/</link><author>Diana Llewellyn</author><description>On Fundswire this week, Fidelity International explains how equity income can play a valuable defensive role and Artemis talks about short-dated high yield’s role in managing risk.</description><pubDate>Fri, 14 Aug 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13482642/the-defensive-power-of-equity-income-and-how-short-dated-high-yield-can-help-manage-risk-thoughts-from-fundswire-this-week/</guid></item></channel></rss>