Peter Michaelis - 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-gbSat, 31 Oct 2026 14:13:56 GMTSat, 31 Oct 2026 14:13:56 GMThttp://www.trustnet.comUltraEditeditorial@trustnet.commail@trustnet.comhttp://www.trustnet.comPeter Michaelis - related articles from Trustnethttp://www.trustnet.com/images/FETN_Logo.pngDefence 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/Budget reactions, UK economic winners and losers, and US midterm predictions: Thoughts from Fundswire this weekhttp://www.trustnet.com/News/13487547/budget-reactions-uk-economic-winners-and-losers-and-us-midterm-predictions-thoughts-from-fundswire-this-week/Emilie Balloux 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.Fri, 30 Oct 2026 10:45:00 GMThttp://www.trustnet.com/News/13487547/budget-reactions-uk-economic-winners-and-losers-and-us-midterm-predictions-thoughts-from-fundswire-this-week/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/Cutting inheritance tax, widening income sources and AI risk and reward : Thoughts from Fundswire this fortnighthttp://www.trustnet.com/News/13487115/cutting-inheritance-tax-widening-income-sources-and-ai-risk-and-reward--thoughts-from-fundswire-this-fortnight/Emilie BallouxOn 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.Fri, 23 Oct 2026 10:45:00 GMThttp://www.trustnet.com/News/13487115/cutting-inheritance-tax-widening-income-sources-and-ai-risk-and-reward--thoughts-from-fundswire-this-fortnight/Reasons to be cheerful about fixed income, what’s next for gold and UK income opportunities: Thoughts from Fundswire this weekhttp://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/Diana LlewellynIn this week’s Fundswire update, Liontrust gives reasons to be cheerful about fixed income while Jupiter looks for UK equity income opportunities.Fri, 23 Oct 2026 10:45:00 GMThttp://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/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/UK trust managers explain when an M&A deal makes them happy or sadhttp://www.trustnet.com/News/13486964/uk-trust-managers-explain-when-an-ma-deal-makes-them-happy-or-sad/Emmy HawkerSome managers see the benefits of getting tomorrow’s price today, while others would rather keep their best companies forever.Mon, 19 Oct 2026 17:00:00 GMThttp://www.trustnet.com/News/13486964/uk-trust-managers-explain-when-an-ma-deal-makes-them-happy-or-sad/The UK market shoots itself in the foot, says Liontrust managerhttp://www.trustnet.com/News/13486873/the-uk-market-shoots-itself-in-the-foot-says-liontrust-manager/Emmy HawkerAnthony Cross argues pension and ISA tax relief can better benefit UK growth.Fri, 16 Oct 2026 13:00:00 GMThttp://www.trustnet.com/News/13486873/the-uk-market-shoots-itself-in-the-foot-says-liontrust-manager/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/Edinburgh Investment Trust turns to housebuilders after a tough yearhttp://www.trustnet.com/News/13486709/edinburgh-investment-trust-turns-to-housebuilders-after-a-tough-year/Emmy HawkerAI fears, a few disappointing holdings and an underweight in banks has weighed on returns.Mon, 12 Oct 2026 17:00:00 GMThttp://www.trustnet.com/News/13486709/edinburgh-investment-trust-turns-to-housebuilders-after-a-tough-year/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/Four tech specialist funds to broaden exposure beyond the obvious nameshttp://www.trustnet.com/News/13485913/four-tech-specialist-funds-to-broaden-exposure-beyond-the-obvious-names/Emmy HawkerSuggestions include strategies from Liontrust, Allianz and more.Mon, 05 Oct 2026 07:00:00 GMThttp://www.trustnet.com/News/13485913/four-tech-specialist-funds-to-broaden-exposure-beyond-the-obvious-names/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/Fed hike ‘appears to be a done deal’, putting Warsh and Trump at oddshttp://www.trustnet.com/News/13484264/fed-hike-appears-to-be-a-done-deal-putting-warsh-and-trump-at-odds/Gary JacksonLast week’s US inflation print means the Fed has little choice but to lift interest rates later this week.Mon, 14 Sep 2026 16:00:00 GMThttp://www.trustnet.com/News/13484264/fed-hike-appears-to-be-a-done-deal-putting-warsh-and-trump-at-odds/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/BlackRock vs Fidelity vs Liontrust: Which giant European fund is best?http://www.trustnet.com/News/13484176/blackrock-vs-fidelity-vs-liontrust-which-giant-european-fund-is-best/Matteo AnelliEurope's biggest active fund has also been the weakest performer.Fri, 11 Sep 2026 07:00:00 GMThttp://www.trustnet.com/News/13484176/blackrock-vs-fidelity-vs-liontrust-which-giant-european-fund-is-best/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/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/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/The volatile European funds where the extra risk paid offhttp://www.trustnet.com/News/13483177/the-volatile-european-funds-where-the-extra-risk-paid-off/Emmy HawkerStrategies from Artemis and HSBC topped the table.Tue, 25 Aug 2026 07:00:00 GMThttp://www.trustnet.com/News/13483177/the-volatile-european-funds-where-the-extra-risk-paid-off/It is too early to back this Alpha Manager-led UK small-cap fund, say fund pickershttp://www.trustnet.com/News/13482620/it-is-too-early-to-back-this-alpha-manager-led-uk-small-cap-fund-say-fund-pickers/Matteo AnelliThe FTSE 250 is hitting record highs and mid-caps are attracting bids, but micro-caps have yet to see the money follow.Mon, 17 Aug 2026 07:00:00 GMThttp://www.trustnet.com/News/13482620/it-is-too-early-to-back-this-alpha-manager-led-uk-small-cap-fund-say-fund-pickers/How the most recommended funds by platforms performed so far this yearhttp://www.trustnet.com/News/13481953/how-the-most-recommended-funds-by-platforms-performed-so-far-this-year/Matteo AnelliSix strategies out of 16 made double-digit returns in the first half of 2026.Fri, 07 Aug 2026 07:00:00 GMThttp://www.trustnet.com/News/13481953/how-the-most-recommended-funds-by-platforms-performed-so-far-this-year/AJ Bell identifies five rising star fund managershttp://www.trustnet.com/News/13481989/aj-bell-identifies-five-rising-star-fund-managers/Matteo AnelliThe platform’s research team has picked out five managers with strong sector-relative performance since taking charge of their funds.Thu, 06 Aug 2026 16:00:00 GMThttp://www.trustnet.com/News/13481989/aj-bell-identifies-five-rising-star-fund-managers/The best-performing UK funds under Starmerhttp://www.trustnet.com/News/13481471/the-best-performing-uk-funds-under-starmer/Emmy HawkerStrategies from Artemis, Dimensional and more topped the table for returns.Mon, 03 Aug 2026 17:00:00 GMThttp://www.trustnet.com/News/13481471/the-best-performing-uk-funds-under-starmer/The best and worst funds and trusts of Julyhttp://www.trustnet.com/News/13481559/the-best-and-worst-funds-and-trusts-of-july/Jonathan JonesUK equities topped the tables while tech struggled.Mon, 03 Aug 2026 13:00:00 GMThttp://www.trustnet.com/News/13481559/the-best-and-worst-funds-and-trusts-of-july/