﻿<?xml version="1.0" encoding="utf-8"?><!--RSS generated at Mon, 01 Jun 2026 05:17:17 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>Mon, 01 Jun 2026 05:17:17 GMT</pubDate><lastBuildDate>Mon, 01 Jun 2026 05:17:17 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>Are investors navigating emerging markets with an outdated map?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http://www.trustnet.com/News/13475318/are-investors-navigating-emerging-markets-with-an-outdated-map/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http://www.trustnet.com/News/13475318/are-investors-navigating-emerging-markets-with-an-outdated-map/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><item><title>Where can investors find value in crowded markets?</title><link>http://www.trustnet.com/News/13474281/where-can-investors-find-value-in-crowded-markets/</link><author>Orbis Investments</author><description>Orbis examines the impact of market dynamics such as valuations, government debt and geopolitics.</description><pubDate>Fri, 17 Apr 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13474281/where-can-investors-find-value-in-crowded-markets/</guid></item><item><title>Software stocks at a crossroads: reset or opportunity?</title><link>http://www.trustnet.com/News/13472364/software-stocks-at-a-crossroads-reset-or-opportunity/</link><author>Orbis Investments</author><description>As AI fears drive a sharp sell-off in software shares, many investors are reacting quickly - either rushing for the exits or racing to buy the dip. At Orbis, we take a different approach: patiently weighing fundamentals against price to determine whether this is a temporary panic or the start of a lasting reset, and acting only when the odds are in our favour.</description><pubDate>Tue, 31 Mar 2026 10:40:00 GMT</pubDate><guid>http://www.trustnet.com/News/13472364/software-stocks-at-a-crossroads-reset-or-opportunity/</guid></item><item><title>The balanced funds that have ticked (just about) all the boxes in the past three years</title><link>http://www.trustnet.com/News/13471427/the-balanced-funds-that-have-ticked-just-about-all-the-boxes-in-the-past-three-years/</link><author>Gary Jackson</author><description>Trustnet looks at the IA Mixed Investment 40-85% Shares sector across 10 risk and return metrics to find the best funds of recent years.</description><pubDate>Thu, 05 Mar 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13471427/the-balanced-funds-that-have-ticked-just-about-all-the-boxes-in-the-past-three-years/</guid></item></channel></rss>