﻿<?xml version="1.0" encoding="utf-8"?><!--RSS generated at Wed, 22 Jul 2026 14:15:46 GMT--><rss version="2.0"><channel><title>Alec Cutler  - 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>Wed, 22 Jul 2026 14:15:46 GMT</pubDate><lastBuildDate>Wed, 22 Jul 2026 14:15:46 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>Alec Cutler  - related articles from Trustnet</title><url>http://www.trustnet.com/images/FETN_Logo.png</url></image><item><title>The cheapest active multi-asset funds delivering the best returns</title><link>http://www.trustnet.com/News/13480384/the-cheapest-active-multi-asset-funds-delivering-the-best-returns/</link><author>Emmy Hawker </author><description>Sometimes investors don’t need to pay high fees for top performance.</description><pubDate>Tue, 14 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13480384/the-cheapest-active-multi-asset-funds-delivering-the-best-returns/</guid></item><item><title>The most consistent multi-asset funds over three years still going strong in 2026</title><link>http://www.trustnet.com/News/13480280/the-most-consistent-multi-asset-funds-over-three-years-still-going-strong-in-2026/</link><author>Emmy Hawker</author><description>Strategies from Vanguard, Aegon and more have logged consecutive first-quartile returns in their sector.</description><pubDate>Fri, 10 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13480280/the-most-consistent-multi-asset-funds-over-three-years-still-going-strong-in-2026/</guid></item><item><title>Emerging markets, Artemis and AI: The funds that investors couldn't keep their eyes off in 2026's first half</title><link>http://www.trustnet.com/News/13479846/emerging-markets-artemis-and-ai-the-funds-that-investors-couldnt-keep-their-eyes-off-in-2026s-first-half/</link><author>Gary Jackson</author><description>Trustnet's factsheet data shows investors moving away from mainstream sectors and towards emerging markets, value strategies and funds with AI exposure.</description><pubDate>Tue, 07 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479846/emerging-markets-artemis-and-ai-the-funds-that-investors-couldnt-keep-their-eyes-off-in-2026s-first-half/</guid></item><item><title>The AI trade that doesn’t require you to pick a winner</title><link>http://www.trustnet.com/News/13479468/the-ai-trade-that-doesnt-require-you-to-pick-a-winner/</link><author>Emmy Hawker</author><description>Orbis manager Alec Cutler explains why he is focused on the unloved ‘picks and shovels’ in Pennsylvania and why he is still holding TSMC despite the geopolitical risk.</description><pubDate>Wed, 01 Jul 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479468/the-ai-trade-that-doesnt-require-you-to-pick-a-winner/</guid></item><item><title>‘I'd slap myself for saying this’: Why this multi-asset manager feels safer in Mexico than France</title><link>http://www.trustnet.com/News/13479150/id-slap-myself-for-saying-this-why-this-multi-asset-manager-feels-safer-in-mexico-than-france/</link><author>Matteo Anelli</author><description>Overvaluation in developed markets is counterintuitively pushing Vontobel into emerging markets.</description><pubDate>Thu, 25 Jun 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479150/id-slap-myself-for-saying-this-why-this-multi-asset-manager-feels-safer-in-mexico-than-france/</guid></item><item><title>AI in investing: more consensus, less insight</title><link>http://www.trustnet.com/News/13477706/ai-in-investing-more-consensus-less-insight/</link><author>Orbis Investments</author><description>Orbis argues that as AI tools amplify shared narratives and accelerate sentiment cycles, the ability to hold positions that differ from consensus before it shifts is becoming the defining edge in active management.</description><pubDate>Wed, 24 Jun 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477706/ai-in-investing-more-consensus-less-insight/</guid></item><item><title>Orbis’ Alec Cutler: The UK has engineered its own energy crisis</title><link>http://www.trustnet.com/News/13479021/orbis-alec-cutler-the-uk-has-engineered-its-own-energy-crisis/</link><author>Emmy Hawker</author><description>The manager is concerned that an Ed Miliband chancellorship would deepen the UK’s energy insecurity and strangle North Sea oil and gas producers.</description><pubDate>Tue, 23 Jun 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479021/orbis-alec-cutler-the-uk-has-engineered-its-own-energy-crisis/</guid></item><item><title>Why resilience matters more than prediction in today’s markets</title><link>http://www.trustnet.com/News/13477705/why-resilience-matters-more-than-prediction-in-todays-markets/</link><author>Orbis Investments</author><description>Orbis portfolio managers Alec Cutler and Mark Dunley-Owen set out why some of the most resilient opportunities today sit in places many investors have overlooked or avoided.</description><pubDate>Wed, 17 Jun 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477705/why-resilience-matters-more-than-prediction-in-todays-markets/</guid></item><item><title>Should responsible investors own cement companies?</title><link>http://www.trustnet.com/News/13477734/should-responsible-investors-own-cement-companies/</link><author>Orbis Investments</author><description>Orbis explains how a hard-to-abate cement producer became one of its more instructive responsible investing case studies in 2024.</description><pubDate>Mon, 15 Jun 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477734/should-responsible-investors-own-cement-companies/</guid></item><item><title>The longest-reigning mixed-asset funds</title><link>http://www.trustnet.com/News/13478308/the-longest-reigning-mixed-asset-funds/</link><author>Matteo Anelli</author><description>Trustnet highlights the go-anywhere funds that have maintained a maximum FE fundinfo Crown rating for the most part of the past decade.</description><pubDate>Mon, 15 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478308/the-longest-reigning-mixed-asset-funds/</guid></item><item><title>Are investors underestimating the emerging markets reform story?</title><link>http://www.trustnet.com/News/13475322/are-investors-underestimating-the-emerging-markets-reform-story/</link><author>Orbis Investments</author><description>Independent central banks, inflation-targeting regimes, stronger minority shareholder protections, and better-capitalised domestic banking systems have materially altered how several emerging economies absorb shocks, with direct implications for long-term return potential.</description><pubDate>Tue, 02 Jun 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13475322/are-investors-underestimating-the-emerging-markets-reform-story/</guid></item><item><title>Are investors navigating emerging markets with an outdated map?</title><link>http://www.trustnet.com/News/13475318/are-investors-navigating-emerging-markets-with-an-outdated-map/</link><author>Orbis Investments</author><description>With valuations depressed and many historical risks already reflected in prices, investors who have steadily reduced emerging markets exposure over the past 15 years may be carrying more implicit risk than they realise.</description><pubDate>Wed, 27 May 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13475318/are-investors-navigating-emerging-markets-with-an-outdated-map/</guid></item><item><title>Cheap, changing and under-owned: The case for emerging markets today</title><link>http://www.trustnet.com/News/13475319/cheap-changing-and-under-owned-the-case-for-emerging-markets-today/</link><author>Orbis Investments</author><description>From South Korea's corporate governance reforms to currencies priced well below our view of their long-term fair value, the fundamentals underpinning emerging markets have shifted considerably, even if most portfolios have not yet caught up.</description><pubDate>Wed, 20 May 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13475319/cheap-changing-and-under-owned-the-case-for-emerging-markets-today/</guid></item></channel></rss>