Sam Witherow - 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 14:05:14 GMTSat, 31 Oct 2026 14:05:14 GMThttp://www.trustnet.comUltraEditeditorial@trustnet.commail@trustnet.comhttp://www.trustnet.comSam Witherow - 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/Rules forcing funds to underweight TSMC leads to a riskier overall portfolio, warns managerhttp://www.trustnet.com/News/13487174/rules-forcing-funds-to-underweight-tsmc-leads-to-a-riskier-overall-portfolio-warns-manager/Jonathan JonesJPM Emerging Markets co-manager Leon Eidelman runs a US version of his fund where he is overweight the stock.Wed, 28 Oct 2026 11:00:00 GMThttp://www.trustnet.com/News/13487174/rules-forcing-funds-to-underweight-tsmc-leads-to-a-riskier-overall-portfolio-warns-manager/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/Number of active emerging market funds holding the index’s top three stocks doubleshttp://www.trustnet.com/News/13487060/number-of-active-emerging-market-funds-holding-the-indexs-top-three-stocks-doubles/Gary JacksonMany emerging market and Asian equity funds are rising and falling with the same three stocks.Thu, 22 Oct 2026 07:00:00 GMThttp://www.trustnet.com/News/13487060/number-of-active-emerging-market-funds-holding-the-indexs-top-three-stocks-doubles/How investors should think about an extraordinary year for corporate earningshttp://www.trustnet.com/News/13487059/how-investors-should-think-about-an-extraordinary-year-for-corporate-earnings/Matthew PageUncertainty is inherent to earnings forecasting.Wed, 21 Oct 2026 15:00:00 GMThttp://www.trustnet.com/News/13487059/how-investors-should-think-about-an-extraordinary-year-for-corporate-earnings/Tune in to the brave new world before the music stopshttp://www.trustnet.com/News/13486802/tune-in-to-the-brave-new-world-before-the-music-stops/James HarriesAs the era of low inflation and globalisation gives way to uncertainty and higher inflation, resilience and value may matter more than ever.Thu, 15 Oct 2026 15:00:00 GMThttp://www.trustnet.com/News/13486802/tune-in-to-the-brave-new-world-before-the-music-stops/Mercantile co-manager Lynch to step down after 14 yearshttp://www.trustnet.com/News/13486820/mercantile-co-manager-lynch-to-step-down-after-14-years/Matteo AnelliGuy Anderson will be joined by Manny Hajra at the UK mid-cap trust.Thu, 15 Oct 2026 10:30:00 GMThttp://www.trustnet.com/News/13486820/mercantile-co-manager-lynch-to-step-down-after-14-years/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/UK banks: The rally continues but is nearing the ‘sweet spot’ limithttp://www.trustnet.com/News/13486741/uk-banks-the-rally-continues-but-is-nearing-the-sweet-spot-limit/Emmy HawkerHigher-for-longer interest rates could drag performance down, while City of London Investment Trust’s Job Curtis warns against a Budget bank tax hike.Tue, 13 Oct 2026 13:00:00 GMThttp://www.trustnet.com/News/13486741/uk-banks-the-rally-continues-but-is-nearing-the-sweet-spot-limit/How this £1.7bn trust manager is preparing for the Budgethttp://www.trustnet.com/News/13486704/how-this-17bn-trust-manager-is-preparing-for-the-budget/Matteo AnelliMercantile has cut its borrowing to keep room for Budget winners.Tue, 13 Oct 2026 07:00:00 GMThttp://www.trustnet.com/News/13486704/how-this-17bn-trust-manager-is-preparing-for-the-budget/Six funds and trusts for a higher-for-longer interest rate environmenthttp://www.trustnet.com/News/13484866/six-funds-and-trusts-for-a-higher-for-longer-interest-rate-environment/Emmy HawkerOptions span bonds, alternative assets, income and more.Wed, 30 Sep 2026 07:00:00 GMThttp://www.trustnet.com/News/13484866/six-funds-and-trusts-for-a-higher-for-longer-interest-rate-environment/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/Four alternative funds to consider instead of Artemis Global Incomehttp://www.trustnet.com/News/13484458/four-alternative-funds-to-consider-instead-of-artemis-global-income/Emmy HawkerThe Artemis strategy was the most researched on Trustnet over the past year. Fri, 18 Sep 2026 07:00:00 GMThttp://www.trustnet.com/News/13484458/four-alternative-funds-to-consider-instead-of-artemis-global-income/Why this income manager has just bought Nvidiahttp://www.trustnet.com/News/13484444/why-this-income-manager-has-just-bought-nvidia/Emmy HawkerGuinness’ Matthew Page is banking on the semiconductor mega-cap’s dividend growth potential.Thu, 17 Sep 2026 13:00:00 GMThttp://www.trustnet.com/News/13484444/why-this-income-manager-has-just-bought-nvidia/Why the FTSE 250 is really the FTSE 170http://www.trustnet.com/News/13484343/why-the-ftse-250-is-really-the-ftse-170/Jonathan JonesThere are several reasons why investment companies have become an increasingly important part of the mid-cap index.Wed, 16 Sep 2026 07:00:00 GMThttp://www.trustnet.com/News/13484343/why-the-ftse-250-is-really-the-ftse-170/The sectors where choosing the right fund mattered most since Liberation Dayhttp://www.trustnet.com/News/13484204/the-sectors-where-choosing-the-right-fund-mattered-most-since-liberation-day/Emmy HawkerMacro shocks and the AI boom have created wide gaps between winners and losers across IA sectors.Mon, 14 Sep 2026 07:00:00 GMThttp://www.trustnet.com/News/13484204/the-sectors-where-choosing-the-right-fund-mattered-most-since-liberation-day/How Fidelity’s new MPS range is navigating bottom-dwelling European marketshttp://www.trustnet.com/News/13484146/how-fidelitys-new-mps-range-is-navigating-bottom-dwelling-european-markets/Matteo AnelliFidelity MPS manager Caroline Shaw is narrowing her bets in the region while adding gold to her portfolios.Thu, 10 Sep 2026 13:00:00 GMThttp://www.trustnet.com/News/13484146/how-fidelitys-new-mps-range-is-navigating-bottom-dwelling-european-markets/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/WealthSelect trims passive US exposure and leans into value stockshttp://www.trustnet.com/News/13484059/wealthselect-trims-passive-us-exposure-and-leans-into-value-stocks/Gary JacksonQuilter's WealthSelect managers see market leadership becoming less concentrated in US mega-cap technology stocks.Mon, 07 Sep 2026 12:20:00 GMThttp://www.trustnet.com/News/13484059/wealthselect-trims-passive-us-exposure-and-leans-into-value-stocks/The global funds where it paid to take more riskhttp://www.trustnet.com/News/13483997/the-global-funds-where-it-paid-to-take-more-risk/Emmy HawkerStrategies from Polar Capital, Artemis and more topped the tables for risk-adjusted returns in the 2020s.Mon, 07 Sep 2026 07:00:00 GMThttp://www.trustnet.com/News/13483997/the-global-funds-where-it-paid-to-take-more-risk/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/Fantasy drafts to investing smartshttp://www.trustnet.com/News/13483366/fantasy-drafts-to-investing-smarts/Darius McDermottHere are a few tips (and a few red flags) that apply to both investing and fantasy football.Tue, 25 Aug 2026 11:00:00 GMThttp://www.trustnet.com/News/13483366/fantasy-drafts-to-investing-smarts/The perfect portfolio to boost your pension pot when self-employedhttp://www.trustnet.com/News/13482990/the-perfect-portfolio-to-boost-your-pension-pot-when-self-employed/Emmy HawkerA lack of infrastructural support and sporadic income doesn’t mean you can’t plan for your retirement.Thu, 20 Aug 2026 07:00:00 GMThttp://www.trustnet.com/News/13482990/the-perfect-portfolio-to-boost-your-pension-pot-when-self-employed/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/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/Can Germany’s spending reset revive Europe’s smaller companies?http://www.trustnet.com/News/13481681/can-germanys-spending-reset-revive-europes-smaller-companies/David BatchelorA stark recent change of direction in the country has been both very welcome and very significant.Wed, 05 Aug 2026 15:00:00 GMThttp://www.trustnet.com/News/13481681/can-germanys-spending-reset-revive-europes-smaller-companies/The real Magnificent Seven: Quality funds experts back to come good againhttp://www.trustnet.com/News/13481561/the-real-magnificent-seven-quality-funds-experts-back-to-come-good-again/Emmy HawkerFund pickers point to strategies from JPMorgan, BlackRock and more.Tue, 04 Aug 2026 07:00:00 GMThttp://www.trustnet.com/News/13481561/the-real-magnificent-seven-quality-funds-experts-back-to-come-good-again/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/Three funds and two trusts added to FundCalibre rated listhttp://www.trustnet.com/News/13481541/three-funds-and-two-trusts-added-to-fundcalibre-rated-list/Matteo AnelliTechnology was the most recommended sector.Mon, 03 Aug 2026 11:00:00 GMThttp://www.trustnet.com/News/13481541/three-funds-and-two-trusts-added-to-fundcalibre-rated-list/