http://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-gbTue, 23 Jun 2026 11:00:16 GMTTue, 23 Jun 2026 11:00:16 GMThttp://www.trustnet.comUltraEditeditorial@trustnet.commail@trustnet.comhttp://www.trustnet.comhttp://www.trustnet.com/images/FETN_Logo.pnghttp://www.trustnet.com/News/13478979/risk-of-air-pockets-as-ai-enablers-fly-higher/James ThomsonHistory shows that extreme concentration in a supercycle can lead to painful market corrections as leveraged one-way bets unravel. Tue, 23 Jun 2026 11:00:00 GMThttp://www.trustnet.com/News/13478979/risk-of-air-pockets-as-ai-enablers-fly-higher/http://www.trustnet.com/News/13478931/the-sp-500-now-yields-less-than-a-savings-account--what-should-investors-do/Matteo AnelliThe world's most popular index has become one enormous bet on AI.Tue, 23 Jun 2026 07:00:00 GMThttp://www.trustnet.com/News/13478931/the-sp-500-now-yields-less-than-a-savings-account--what-should-investors-do/http://www.trustnet.com/News/13478925/large-cap-domination-is-not-just-a-us-phenomenon/Emmy HawkerThe reasons smaller companies have struggled go well beyond the rise of US mega-cap tech, according to fund managers.Mon, 22 Jun 2026 16:00:00 GMThttp://www.trustnet.com/News/13478925/large-cap-domination-is-not-just-a-us-phenomenon/http://www.trustnet.com/News/13478889/oil-tankers-the-post-crisis-opportunity/Mike Clements and Pras JeyanandhanWhy the end of the Hormuz crisis could be the start of a multi-year structural opportunity in crude shipping.Mon, 22 Jun 2026 13:00:00 GMThttp://www.trustnet.com/News/13478889/oil-tankers-the-post-crisis-opportunity/http://www.trustnet.com/News/13478194/emerging-market-debt-is-making-a-comeback/Richard HouseEmerging 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.Mon, 22 Jun 2026 12:30:00 GMThttp://www.trustnet.com/News/13478194/emerging-market-debt-is-making-a-comeback/http://www.trustnet.com/News/13478893/over-half-of-lps-expect-more-zombie-private-markets-funds/Gary JacksonColler Capital’s Global Private Capital Barometer finds investors bracing for a rise in zombie funds while remaining broadly committed to private markets.Mon, 22 Jun 2026 12:00:00 GMThttp://www.trustnet.com/News/13478893/over-half-of-lps-expect-more-zombie-private-markets-funds/http://www.trustnet.com/News/13478890/starmer-resigns-as-pm-what-does-it-mean-for-uk-markets/Matteo AnelliInvestors await clarity on the next government's economic direction.Mon, 22 Jun 2026 10:30:00 GMThttp://www.trustnet.com/News/13478890/starmer-resigns-as-pm-what-does-it-mean-for-uk-markets/http://www.trustnet.com/News/13477934/when-markets-twist-and-turn-flex-your-fixed-income/Kenneth OrchardThree key reasons to consider an allocation to fixed income.Mon, 22 Jun 2026 10:00:00 GMThttp://www.trustnet.com/News/13477934/when-markets-twist-and-turn-flex-your-fixed-income/http://www.trustnet.com/News/13478757/the-cheapest-and-most-expensive-investment-trust-sectors-relative-to-their-own-history/Jonathan JonesTrustnet looks at the average discounts and premiums across the trust universe.Mon, 22 Jun 2026 07:00:00 GMThttp://www.trustnet.com/News/13478757/the-cheapest-and-most-expensive-investment-trust-sectors-relative-to-their-own-history/http://www.trustnet.com/News/13478869/the-fund-thats-held-ai-winners-through-the-rally-and-is-now-conflicted-about-selling/Matteo AnelliBrunner's Julian Bishop on why the trust sits between two ideological extremes.Fri, 19 Jun 2026 13:00:00 GMThttp://www.trustnet.com/News/13478869/the-fund-thats-held-ai-winners-through-the-rally-and-is-now-conflicted-about-selling/http://www.trustnet.com/News/13477933/bond-markets-and-the-new-inflation-reality/Peter BotoucharovHow to position for a prolonged energy shock.Fri, 19 Jun 2026 12:45:00 GMThttp://www.trustnet.com/News/13477933/bond-markets-and-the-new-inflation-reality/http://www.trustnet.com/News/13478759/the-imperfect-investor-does-more-good-than-one-who-gives-up/Gary JacksonIndividual ESG investing is not a futile gesture but the first link in a compounding chain of behaviour, identity and demand that grows more powerful as more people join it.Fri, 19 Jun 2026 11:00:00 GMThttp://www.trustnet.com/News/13478759/the-imperfect-investor-does-more-good-than-one-who-gives-up/http://www.trustnet.com/News/13478841/the-spacex-valuation-debate-market-concentration-risks-and-mays-etf-inflow-sweep-thoughts-from-fundswire-this-week/Emilie Balloux Aberdeen Investments interrogates the assumptions behind SpaceX's landmark IPO and AllianceBernstein looks at how global equity patterns changed in the past 16 months.Fri, 19 Jun 2026 10:45:00 GMThttp://www.trustnet.com/News/13478841/the-spacex-valuation-debate-market-concentration-risks-and-mays-etf-inflow-sweep-thoughts-from-fundswire-this-week/http://www.trustnet.com/News/13478617/do-bond-markets-have-an-ai-spending-problem/Emmy HawkerBig tech’s AI capex boom is ‘gargantuan’, according to BNY fixed income manager.Fri, 19 Jun 2026 07:00:00 GMThttp://www.trustnet.com/News/13478617/do-bond-markets-have-an-ai-spending-problem/http://www.trustnet.com/News/13478756/after-the-ipo-spacex-is-a-great-company--but-is-it-a-great-investment/Emmy HawkerThe public listing has confirmed SpaceX’s dominance, but its valuation demands flawless execution.Thu, 18 Jun 2026 16:00:00 GMThttp://www.trustnet.com/News/13478756/after-the-ipo-spacex-is-a-great-company--but-is-it-a-great-investment/http://www.trustnet.com/News/13478751/takeover-activity-shows-uk-stocks-are-too-cheap-to-ignore/David BrenchleyThere is now a structural undervaluation of UK plc by public market investors of all stripesThu, 18 Jun 2026 13:00:00 GMThttp://www.trustnet.com/News/13478751/takeover-activity-shows-uk-stocks-are-too-cheap-to-ignore/http://www.trustnet.com/News/13478195/domestic-politics-as-an-alpha-driver-in-em-debt/Giulia PellegriniIt'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.Thu, 18 Jun 2026 12:30:00 GMThttp://www.trustnet.com/News/13478195/domestic-politics-as-an-alpha-driver-in-em-debt/http://www.trustnet.com/News/13478711/fed-holds-rates-at-warshs-first-meeting-while-hawkish-dot-plot-divides-analyst-opinion/Gary JacksonKevin Warsh's first FOMC meeting kept rates on hold but produced a hawkish dot plot that surprised markets.Thu, 18 Jun 2026 11:00:00 GMThttp://www.trustnet.com/News/13478711/fed-holds-rates-at-warshs-first-meeting-while-hawkish-dot-plot-divides-analyst-opinion/http://www.trustnet.com/News/13478670/miles-below-fair-value-why-investment-trusts-think-now-is-the-time-for-uk-mid-caps/Emmy HawkerManagers cite decade-low valuations, a rare FTSE 250 yield inversion and rising takeover premia as reasons to build exposure.Thu, 18 Jun 2026 07:00:00 GMThttp://www.trustnet.com/News/13478670/miles-below-fair-value-why-investment-trusts-think-now-is-the-time-for-uk-mid-caps/http://www.trustnet.com/News/13478674/why-personal-assets-trust-is-betting-on-the-yen-at-a-40-year-low/Matteo AnelliTroy's managers explain why a currency most investors avoid could be the portfolio's strongest diversifier.Wed, 17 Jun 2026 16:00:00 GMThttp://www.trustnet.com/News/13478674/why-personal-assets-trust-is-betting-on-the-yen-at-a-40-year-low/http://www.trustnet.com/News/13478441/better-the-devil-you-know-why-the-uk-political-status-quo-is-better-for-investors/Jonathan JonesUK mid- and small-cap fund manager Eustace Santa Barbara explains why Keir Starmer is potentially a more market-friendly choice than Andy Burnham.Wed, 17 Jun 2026 13:00:00 GMThttp://www.trustnet.com/News/13478441/better-the-devil-you-know-why-the-uk-political-status-quo-is-better-for-investors/http://www.trustnet.com/News/13477705/why-resilience-matters-more-than-prediction-in-todays-markets/Orbis InvestmentsOrbis 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.Wed, 17 Jun 2026 12:30:00 GMThttp://www.trustnet.com/News/13477705/why-resilience-matters-more-than-prediction-in-todays-markets/http://www.trustnet.com/News/13478443/we-are-living-in-a-permanent-time-of-crisis-says-former-ecb-president-trichet/Jonathan JonesThere are many structural changes in the world today, he says.Wed, 17 Jun 2026 12:00:00 GMThttp://www.trustnet.com/News/13478443/we-are-living-in-a-permanent-time-of-crisis-says-former-ecb-president-trichet/http://www.trustnet.com/News/13478444/brexit-a-decade-on/Michael BrowneFranklin Templeton's Michael Browne revisits the case for UK assets a decade on, finding that corporate earnings have been more resilient than the political turmoil implied.Wed, 17 Jun 2026 11:00:00 GMThttp://www.trustnet.com/News/13478444/brexit-a-decade-on/http://www.trustnet.com/News/13478481/when-losing-money-the-instinct-is-to-do-something--usually-thats-the-mistake/Matteo AnelliMarkets have been volatile enough this year to rattle even experienced investors.Wed, 17 Jun 2026 07:00:00 GMThttp://www.trustnet.com/News/13478481/when-losing-money-the-instinct-is-to-do-something--usually-thats-the-mistake/http://www.trustnet.com/News/13478309/what-a-super-el-nio-means-for-commodity-investing-and-inflation/Gary JacksonA powerful El Niño event developing in mid-2026, arriving on top of extreme temperatures and fertiliser supply disruptions, threatens severe output losses across the world's most consumed crops.Tue, 16 Jun 2026 16:00:00 GMThttp://www.trustnet.com/News/13478309/what-a-super-el-nio-means-for-commodity-investing-and-inflation/http://www.trustnet.com/News/13478477/how-to-build-a-portfolio-like-a-winning-world-cup-team/Gary JacksonCharles Stanley Direct’s Rob Morgan argues that the principles behind a successful World Cup squad map directly onto building a resilient investment portfolio.Tue, 16 Jun 2026 13:00:00 GMThttp://www.trustnet.com/News/13478477/how-to-build-a-portfolio-like-a-winning-world-cup-team/http://www.trustnet.com/News/13477447/emerging-market-short-duration-bonds--an-attractive-diversifier/Alexander RobeyEmerging 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.Tue, 16 Jun 2026 12:30:00 GMThttp://www.trustnet.com/News/13477447/emerging-market-short-duration-bonds--an-attractive-diversifier/http://www.trustnet.com/News/13478420/inflation-would-be-back-to-2-if-not-for-trump-and-ai-says-janet-yellen/Jonathan JonesDon’t expect rate cuts soon, says the former Fed chair.Tue, 16 Jun 2026 12:00:00 GMThttp://www.trustnet.com/News/13478420/inflation-would-be-back-to-2-if-not-for-trump-and-ai-says-janet-yellen/http://www.trustnet.com/News/13478476/george-cheveley-wins-fe-fundinfo-alpha-manager-of-the-year-award/Gary JacksonThis year’s winners showed "exceptional skill and conviction in navigating one of the more challenging market environments in recent years".Tue, 16 Jun 2026 11:00:00 GMThttp://www.trustnet.com/News/13478476/george-cheveley-wins-fe-fundinfo-alpha-manager-of-the-year-award/http://www.trustnet.com/News/13478442/can-japans-new-prime-minister-keep-the-market-rally-alive/David BatchelorSanae Takaichi's landslide election win and her 'Sanaenomics' agenda look set to extend Japan's corporate reform story, but rising public debt costs, yen vulnerability and the risk of politically directed spending mean the trade is no longer as clean as it was.Tue, 16 Jun 2026 10:30:00 GMThttp://www.trustnet.com/News/13478442/can-japans-new-prime-minister-keep-the-market-rally-alive/http://www.trustnet.com/News/13478417/were-inching-back-to-the-1970s-warns-former-fed-president-james-bullard/Jonathan Jones“We need to remember now that fiscal discipline actually pays off in the medium and long term,” he said.Tue, 16 Jun 2026 07:00:00 GMThttp://www.trustnet.com/News/13478417/were-inching-back-to-the-1970s-warns-former-fed-president-james-bullard/http://www.trustnet.com/News/13478440/what-thursdays-makerfield-by-election-could-mean-for-investors-portfolios/Matteo AnelliHow Andy Burnham could impact ISAs, pensions and wealth taxes if he gets to No 10.Mon, 15 Jun 2026 16:00:00 GMThttp://www.trustnet.com/News/13478440/what-thursdays-makerfield-by-election-could-mean-for-investors-portfolios/http://www.trustnet.com/News/13478375/emerging-markets-are-not-what-they-used-to-be-neither-should-their-allocation/Ladislav SaboEM companies now offer critical and often irreplaceable technology.Mon, 15 Jun 2026 13:00:00 GMThttp://www.trustnet.com/News/13478375/emerging-markets-are-not-what-they-used-to-be-neither-should-their-allocation/http://www.trustnet.com/News/13477734/should-responsible-investors-own-cement-companies/Orbis InvestmentsOrbis explains how a hard-to-abate cement producer became one of its more instructive responsible investing case studies in 2024.Mon, 15 Jun 2026 12:30:00 GMThttp://www.trustnet.com/News/13477734/should-responsible-investors-own-cement-companies/http://www.trustnet.com/News/13478376/stocks-rejoicing-and-oil-falling-on-usiran-peace-deal/Gary JacksonStocks have opened higher following news of a US-Iran memorandum of understanding, with falling oil prices, easing inflation fears and improving rate expectations combining to drive a broad risk-on rally.Mon, 15 Jun 2026 11:45:00 GMThttp://www.trustnet.com/News/13478376/stocks-rejoicing-and-oil-falling-on-usiran-peace-deal/http://www.trustnet.com/News/13478307/were-on-an-unsustainable-course-warns-former-fed-chair-janet-yellen/Jonathan JonesFinancial stability and fiscal policy are worrisome, although there is no immediate evidence of a crisis.Mon, 15 Jun 2026 11:00:00 GMThttp://www.trustnet.com/News/13478307/were-on-an-unsustainable-course-warns-former-fed-chair-janet-yellen/http://www.trustnet.com/News/13478308/the-longest-reigning-mixed-asset-funds/Matteo AnelliTrustnet highlights the go-anywhere funds that have maintained a maximum FE fundinfo Crown rating for the most part of the past decade.Mon, 15 Jun 2026 07:00:00 GMThttp://www.trustnet.com/News/13478308/the-longest-reigning-mixed-asset-funds/http://www.trustnet.com/News/13478288/the-magnificent-seven-stock-this-fund-manager-sold-regretted-and-just-bought-back/Emmy HawkerJanus Henderson’s Julian McManus reflects on course correction, the rising risk to Taiwan and why the market has AJ Gallagher all wrong.Fri, 12 Jun 2026 13:00:00 GMThttp://www.trustnet.com/News/13478288/the-magnificent-seven-stock-this-fund-manager-sold-regretted-and-just-bought-back/http://www.trustnet.com/News/13478262/with-sustainable-investing-doing-the-right-thing-is-like-a-train-ride-to-purgatory/Matteo AnelliSingle investors can’t act as the conscience of markets.Fri, 12 Jun 2026 11:00:00 GMThttp://www.trustnet.com/News/13478262/with-sustainable-investing-doing-the-right-thing-is-like-a-train-ride-to-purgatory/http://www.trustnet.com/News/13478255/bonds-remain-a-beacon-in-volatile-markets-and-europes-broad-opportunity-set-thoughts-from-fundswire-this-week/Diana LlewellynOn Fundswire this week, Aberdeen explains why bonds remain a beacon in volatile markets and Baillie Gifford looks at Europe’s broad investment opportunity set.Fri, 12 Jun 2026 10:45:00 GMThttp://www.trustnet.com/News/13478255/bonds-remain-a-beacon-in-volatile-markets-and-europes-broad-opportunity-set-thoughts-from-fundswire-this-week/http://www.trustnet.com/News/13478231/the-funds-with-the-highest-returns-in-the-first-100-days-of-the-iran-conflict/Gary JacksonThe funds that topped the rankings during active fighting slipped down the rankings after the ceasefire, as oil retreated and investors rotated back into AI and semiconductors.Fri, 12 Jun 2026 07:00:00 GMThttp://www.trustnet.com/News/13478231/the-funds-with-the-highest-returns-in-the-first-100-days-of-the-iran-conflict/http://www.trustnet.com/News/13478235/10-years-on-from-brexit-investment-trust-managers-see-light-at-the-end-of-the-tunnel/Emmy HawkerThe case for UK equities is compelling – but what will unlock a re-rating?Thu, 11 Jun 2026 17:00:00 GMThttp://www.trustnet.com/News/13478235/10-years-on-from-brexit-investment-trust-managers-see-light-at-the-end-of-the-tunnel/http://www.trustnet.com/News/13478159/five-reasons-why-uk-smaller-companies-merit-investors-attention/Eustace Santa BarbaraUK smaller companies have been relatively unloved for some time.Thu, 11 Jun 2026 15:00:00 GMThttp://www.trustnet.com/News/13478159/five-reasons-why-uk-smaller-companies-merit-investors-attention/http://www.trustnet.com/News/13478099/funds-to-hold-alongside-vanguard-lifestrategy-20-equity/Emmy HawkerSelectors highlight strategies to complement the most cautious fund in the LifeStrategy suite.Thu, 11 Jun 2026 13:00:00 GMThttp://www.trustnet.com/News/13478099/funds-to-hold-alongside-vanguard-lifestrategy-20-equity/http://www.trustnet.com/News/13477448/extra-time-for-emd--shifting-global-dynamics/Allianz Global InvestorsWatch Allianz Global Investors’ latest webinar exploring how shifting global dynamics are reshaping the outlook for Emerging Market Debt. From evolving geopolitics to changing trade relationships, it examines why now may be a timely moment to reconsider EMD’s role in global portfolios.Thu, 11 Jun 2026 12:30:00 GMThttp://www.trustnet.com/News/13477448/extra-time-for-emd--shifting-global-dynamics/http://www.trustnet.com/News/13478160/the-25m-fund-thats-beating-all-of-the-ia-uk-all-companies-sector-in-2026/Gary JacksonSVS Zeus Dynamic Opportunities delivered top-decile returns in 2023, 2024 and 2025, and is now top of its sector in 2026.Thu, 11 Jun 2026 11:00:00 GMThttp://www.trustnet.com/News/13478160/the-25m-fund-thats-beating-all-of-the-ia-uk-all-companies-sector-in-2026/http://www.trustnet.com/News/13478154/spacex-could-double-or-halve-expect-volatility-says-scottish-mortgages-slater/Jonathan JonesThe manager still has “the scars” from backing Meta when it came to market.Thu, 11 Jun 2026 07:00:00 GMThttp://www.trustnet.com/News/13478154/spacex-could-double-or-halve-expect-volatility-says-scottish-mortgages-slater/http://www.trustnet.com/News/13478153/invesco-investors-are-mispricing-uk-inflation/Matteo AnelliMarkets are pricing in rate hikes. This Invesco analyst thinks that's the wrong read.Wed, 10 Jun 2026 16:00:00 GMThttp://www.trustnet.com/News/13478153/invesco-investors-are-mispricing-uk-inflation/http://www.trustnet.com/News/13478124/the-most-backed-space-related-stocks-ahead-of-the-spacex-ipo/Jonathan JonesAJ Bell looks at where investors are already putting their money to work in the space race.Wed, 10 Jun 2026 13:00:00 GMThttp://www.trustnet.com/News/13478124/the-most-backed-space-related-stocks-ahead-of-the-spacex-ipo/http://www.trustnet.com/News/13478122/half-of-uk-investors-expect-to-add-to-domestic-stocks-as-valuation-gap-widens/Jonathan JonesFidelity pensions and investment specialist Jemma Slingo says the differences between markets are “quite stark”.Wed, 10 Jun 2026 12:15:00 GMThttp://www.trustnet.com/News/13478122/half-of-uk-investors-expect-to-add-to-domestic-stocks-as-valuation-gap-widens/http://www.trustnet.com/News/13478098/my-favourite-trillion-dollar-company/Raheel AltafThere’s a new member of the trillion-dollar club for listed companies. Wed, 10 Jun 2026 11:00:00 GMThttp://www.trustnet.com/News/13478098/my-favourite-trillion-dollar-company/http://www.trustnet.com/News/13478070/the-top-longest-reigning-funds-in-the-ia-global-sector/Matteo AnelliTrustnet highlights the funds that have maintained a maximum FE fundinfo Crown rating for the most part of the past decade.Wed, 10 Jun 2026 07:00:00 GMThttp://www.trustnet.com/News/13478070/the-top-longest-reigning-funds-in-the-ia-global-sector/http://www.trustnet.com/News/13478068/forget-growth-vs-value--this-manager-says-the-real-split-is-between-ai-winners-and-losers/Emmy HawkerAlger’s Ankur Crawford warns that AI’s rapid evolution will create sharp divergences within sectors, as former disruptors become disrupted.Tue, 09 Jun 2026 16:00:00 GMThttp://www.trustnet.com/News/13478068/forget-growth-vs-value--this-manager-says-the-real-split-is-between-ai-winners-and-losers/http://www.trustnet.com/News/13478029/funds-to-hold-alongside-vanguard-lifestrategy-40-equity/Emmy HawkerSelectors highlight strategies that could complement Vanguard’s defensive 40/60 portfolio.Tue, 09 Jun 2026 13:00:00 GMThttp://www.trustnet.com/News/13478029/funds-to-hold-alongside-vanguard-lifestrategy-40-equity/