﻿<?xml version="1.0" encoding="utf-8"?><!--RSS generated at Sat, 12 Sep 2026 08:08:02 GMT--><rss version="2.0"><channel><title>Andreas Domke  - 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, 12 Sep 2026 08:08:02 GMT</pubDate><lastBuildDate>Sat, 12 Sep 2026 08:08:02 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>Andreas Domke  - related articles from Trustnet</title><url>http://www.trustnet.com/images/FETN_Logo.png</url></image><item><title>The surprising growth market this value manager is hunting in</title><link>http://www.trustnet.com/News/13484194/the-surprising-growth-market-this-value-manager-is-hunting-in/</link><author>Matteo Anelli</author><description>Smaller Korean names are badly mispriced, says AVI’s Joe Bauernfreund.</description><pubDate>Fri, 11 Sep 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484194/the-surprising-growth-market-this-value-manager-is-hunting-in/</guid></item><item><title>Lindsell Train launches tender offer for up to 20% of shares</title><link>http://www.trustnet.com/News/13484190/lindsell-train-launches-tender-offer-for-up-to-20-of-shares/</link><author>Matteo Anelli</author><description>The trust will buy back shares at a 5% discount to NAV.</description><pubDate>Fri, 11 Sep 2026 10:46:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484190/lindsell-train-launches-tender-offer-for-up-to-20-of-shares/</guid></item><item><title>Implications of higher interest rates, where to look for retirement savings and emerging markets allocations: Thoughts from Fundswire this fortnight</title><link>http://www.trustnet.com/News/13484188/implications-of-higher-interest-rates-where-to-look-for-retirement-savings-and-emerging-markets-allocations-thoughts-from-fundswire-this-fortnight/</link><author>Diana Llewellyn</author><description>On this fortnight’s Fundswire round-up, Capital Group looks at how higher interest rates could affect stocks and bonds while Baillie Gifford explains why investors may need to rethink how much they allocate to emerging markets.</description><pubDate>Fri, 11 Sep 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484188/implications-of-higher-interest-rates-where-to-look-for-retirement-savings-and-emerging-markets-allocations-thoughts-from-fundswire-this-fortnight/</guid></item><item><title>Should you buy, hold or fold JPMorgan Global Growth &amp; Income trust?</title><link>http://www.trustnet.com/News/13484060/should-you-buy-hold-or-fold-jpmorgan-global-growth--income-trust/</link><author>Matteo Anelli</author><description>With 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.</description><pubDate>Mon, 07 Sep 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484060/should-you-buy-hold-or-fold-jpmorgan-global-growth--income-trust/</guid></item><item><title>China tech misconceptions, shifting supply chains and the case for macro discipline: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13483947/china-tech-misconceptions-shifting-supply-chains-and-the-case-for-macro-discipline-thoughts-from-fundswire-this-week/</link><author>Emilie Balloux</author><description>On Fundswire this week, Allianz sets out five things’ investors may be overlooking about China's technology sector, while Van Lanschot Kempen tracks the structural shift in supply chains from efficiency towards resilience.</description><pubDate>Fri, 04 Sep 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483947/china-tech-misconceptions-shifting-supply-chains-and-the-case-for-macro-discipline-thoughts-from-fundswire-this-week/</guid></item><item><title>The best and worst funds and trusts of August 2026</title><link>http://www.trustnet.com/News/13483715/the-best-and-worst-funds-and-trusts-of-august-2026/</link><author>Gary Jackson</author><description>Gold funds returned to the top of the performance tables in August when the precious metal rallied on a mix of geopolitical worries.</description><pubDate>Tue, 01 Sep 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483715/the-best-and-worst-funds-and-trusts-of-august-2026/</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>Equities’ wall of worry, summer market triggers and resilience over risk: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13483074/equities-wall-of-worry-summer-market-triggers-and-resilience-over-risk-thoughts-from-fundswire-this-week/</link><author>Emilie Balloux</author><description>On Fundswire this week, Allianz points to what could unsettle markets in the months ahead and Premier Miton's Neil Birrell considers why investor confidence has proven sturdier than expected.</description><pubDate>Fri, 21 Aug 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483074/equities-wall-of-worry-summer-market-triggers-and-resilience-over-risk-thoughts-from-fundswire-this-week/</guid></item><item><title>Forvis Mazars tilts model portfolios away from US tech and UK stocks</title><link>http://www.trustnet.com/News/13482073/forvis-mazars-tilts-model-portfolios-away-from-us-tech-and-uk-stocks/</link><author>Gary Jackson</author><description>Meanwhile, gold moved from an underweight to a neutral position while government bond exposure increased.</description><pubDate>Mon, 10 Aug 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13482073/forvis-mazars-tilts-model-portfolios-away-from-us-tech-and-uk-stocks/</guid></item><item><title>Buy this global equity income fund after a tough six months, suggest fund pickers</title><link>http://www.trustnet.com/News/13481421/buy-this-global-equity-income-fund-after-a-tough-six-months-suggest-fund-pickers/</link><author>Emmy Hawker</author><description>Manager Stuart Rhodes’ long-term investment philosophy struggled in the first half of 2026.</description><pubDate>Thu, 30 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481421/buy-this-global-equity-income-fund-after-a-tough-six-months-suggest-fund-pickers/</guid></item><item><title>How IA Global funds are holding up in 2026's momentum rotation</title><link>http://www.trustnet.com/News/13481287/how-ia-global-funds-are-holding-up-in-2026s-momentum-rotation/</link><author>Gary Jackson</author><description>Momentum has dominated global equity markets for much of 2026, but the past few weeks have shown how quickly this can change.</description><pubDate>Tue, 28 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481287/how-ia-global-funds-are-holding-up-in-2026s-momentum-rotation/</guid></item><item><title>The cheapest active global funds delivering the best long-term returns</title><link>http://www.trustnet.com/News/13481089/the-cheapest-active-global-funds-delivering-the-best-long-term-returns/</link><author>Emmy Hawker </author><description>Investors don’t always need to pay high fees for top performance.</description><pubDate>Thu, 23 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481089/the-cheapest-active-global-funds-delivering-the-best-long-term-returns/</guid></item><item><title>The global funds bouncing back to form in 2026</title><link>http://www.trustnet.com/News/13480840/the-global-funds-bouncing-back-to-form-in-2026/</link><author>Jonathan Jones</author><description>Funds run by Baillie Gifford, Schroders and Janus Henderson all make the list.</description><pubDate>Mon, 20 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13480840/the-global-funds-bouncing-back-to-form-in-2026/</guid></item><item><title>The most consistent global funds over three years still outperforming in 2026</title><link>http://www.trustnet.com/News/13480488/the-most-consistent-global-funds-over-three-years-still-outperforming-in-2026/</link><author>Emmy Hawker </author><description>These global and equity income strategies are delivering top quartile returns.</description><pubDate>Thu, 16 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13480488/the-most-consistent-global-funds-over-three-years-still-outperforming-in-2026/</guid></item><item><title>The Asia and emerging market funds turning things around in 2026</title><link>http://www.trustnet.com/News/13480382/the-asia-and-emerging-market-funds-turning-things-around-in-2026/</link><author>Jonathan Jones</author><description>Trustnet looks at long-term laggards that have had a strong past six months.</description><pubDate>Tue, 14 Jul 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13480382/the-asia-and-emerging-market-funds-turning-things-around-in-2026/</guid></item><item><title>America at 250: Are trust managers backing the world's dominant stock market?</title><link>http://www.trustnet.com/News/13479439/america-at-250-are-trust-managers-backing-the-worlds-dominant-stock-market/</link><author>Gary Jackson</author><description>There are questions over how long US dominance can continue.</description><pubDate>Tue, 30 Jun 2026 15:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479439/america-at-250-are-trust-managers-backing-the-worlds-dominant-stock-market/</guid></item><item><title>After a decade of dominance, large-caps face a more level playing field</title><link>http://www.trustnet.com/News/13479383/after-a-decade-of-dominance-large-caps-face-a-more-level-playing-field/</link><author>Emmy Hawker</author><description>Valuation gaps, governance reform and shifting capital flows are reshaping expectations across global regions.</description><pubDate>Tue, 30 Jun 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479383/after-a-decade-of-dominance-large-caps-face-a-more-level-playing-field/</guid></item><item><title>The cheapest investment trusts relative to their own history</title><link>http://www.trustnet.com/News/13479337/the-cheapest-investment-trusts-relative-to-their-own-history/</link><author>Jonathan Jones</author><description>More than 20 investment trusts are on discounts more than 10 percentage points wider than their five-year average.</description><pubDate>Tue, 30 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479337/the-cheapest-investment-trusts-relative-to-their-own-history/</guid></item><item><title>Why most investors ignore the biggest driver of returns and the changing face of high yield investing: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13479192/why-most-investors-ignore-the-biggest-driver-of-returns-and-the-changing-face-of-high-yield-investing-thoughts-from-fundswire-this-week/</link><author>Diana Llewellyn</author><description>This week's Fundswire round-up brings together views from five asset managers on topics spanning investor behaviour, credit markets, Asian equities and global strategy.</description><pubDate>Fri, 26 Jun 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479192/why-most-investors-ignore-the-biggest-driver-of-returns-and-the-changing-face-of-high-yield-investing-thoughts-from-fundswire-this-week/</guid></item><item><title>Emerging market debt is making a comeback</title><link>http://www.trustnet.com/News/13478194/emerging-market-debt-is-making-a-comeback/</link><author>Richard House</author><description>Emerging market debt, seen as high-risk and default-prone, has transformed over the past 30 years into a mainstream allocation. Improving fundamentals, attractive real yields, and a supportive macro environment have driven growing investor confidence, with investors and rating agencies increasingly recognising its resilience and role as a core portfolio holding.</description><pubDate>Mon, 22 Jun 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478194/emerging-market-debt-is-making-a-comeback/</guid></item><item><title>The cheapest and most expensive investment trust sectors relative to their own history</title><link>http://www.trustnet.com/News/13478757/the-cheapest-and-most-expensive-investment-trust-sectors-relative-to-their-own-history/</link><author>Jonathan Jones</author><description>Trustnet looks at the average discounts and premiums across the trust universe.</description><pubDate>Mon, 22 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478757/the-cheapest-and-most-expensive-investment-trust-sectors-relative-to-their-own-history/</guid></item><item><title>The fund that's held AI winners through the rally and is now conflicted about selling</title><link>http://www.trustnet.com/News/13478869/the-fund-thats-held-ai-winners-through-the-rally-and-is-now-conflicted-about-selling/</link><author>Matteo Anelli</author><description>Brunner's Julian Bishop on why the trust sits between two ideological extremes.</description><pubDate>Fri, 19 Jun 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478869/the-fund-thats-held-ai-winners-through-the-rally-and-is-now-conflicted-about-selling/</guid></item><item><title>After the IPO: SpaceX is a great company – but is it a great investment?</title><link>http://www.trustnet.com/News/13478756/after-the-ipo-spacex-is-a-great-company--but-is-it-a-great-investment/</link><author>Emmy Hawker</author><description>The public listing has confirmed SpaceX’s dominance, but its valuation demands flawless execution.</description><pubDate>Thu, 18 Jun 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478756/after-the-ipo-spacex-is-a-great-company--but-is-it-a-great-investment/</guid></item><item><title>Domestic politics as an alpha driver in EM debt</title><link>http://www.trustnet.com/News/13478195/domestic-politics-as-an-alpha-driver-in-em-debt/</link><author>Giulia Pellegrini</author><description>It's crucial for active managers to scrutinise local politics for clues about a country's economic trajectory and potentially as a source of uncorrelated investment returns. This month, we examine events in Brazil, Colombia, Hungary, Peru, Romania and Türkiye.</description><pubDate>Thu, 18 Jun 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478195/domestic-politics-as-an-alpha-driver-in-em-debt/</guid></item><item><title>Miles below fair value: Why investment trusts think now is the time for UK mid-caps</title><link>http://www.trustnet.com/News/13478670/miles-below-fair-value-why-investment-trusts-think-now-is-the-time-for-uk-mid-caps/</link><author>Emmy Hawker</author><description>Managers cite decade-low valuations, a rare FTSE 250 yield inversion and rising takeover premia as reasons to build exposure.</description><pubDate>Thu, 18 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478670/miles-below-fair-value-why-investment-trusts-think-now-is-the-time-for-uk-mid-caps/</guid></item><item><title>Emerging market short duration bonds – an attractive diversifier?</title><link>http://www.trustnet.com/News/13477447/emerging-market-short-duration-bonds--an-attractive-diversifier/</link><author>Alexander Robey</author><description>Emerging market debt has shown resilience despite repeat geopolitical shocks and a changing world order. In this environment, Allianz Global Investors thinks short duration bonds could be a useful way to diversify portfolios.</description><pubDate>Tue, 16 Jun 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477447/emerging-market-short-duration-bonds--an-attractive-diversifier/</guid></item></channel></rss>