﻿<?xml version="1.0" encoding="utf-8"?><!--RSS generated at Tue, 14 Jul 2026 18:36:12 GMT--><rss version="2.0"><channel><title>Luis Freitas de Oliveira  - 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>Tue, 14 Jul 2026 18:36:12 GMT</pubDate><lastBuildDate>Tue, 14 Jul 2026 18:36:12 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>Luis Freitas de Oliveira  - related articles from Trustnet</title><url>http://www.trustnet.com/images/FETN_Logo.png</url></image><item><title>Three themes for 2026’s second half and rebuilding confidence in UK growth: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13479714/three-themes-for-2026s-second-half-and-rebuilding-confidence-in-uk-growth-thoughts-from-fundswire-this-week/</link><author>Diana Llewellyn</author><description>On this week's Fundswire roundup, Fidelity explores themes for H2 2026 while Baillie Gifford explains why investors may find compelling opportunities in UK growth. </description><pubDate>Fri, 03 Jul 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479714/three-themes-for-2026s-second-half-and-rebuilding-confidence-in-uk-growth-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>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>Why Personal Assets Trust is betting on the yen at a 40-year low</title><link>http://www.trustnet.com/News/13478674/why-personal-assets-trust-is-betting-on-the-yen-at-a-40-year-low/</link><author>Matteo Anelli</author><description>Troy's managers explain why a currency most investors avoid could be the portfolio's strongest diversifier.</description><pubDate>Wed, 17 Jun 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478674/why-personal-assets-trust-is-betting-on-the-yen-at-a-40-year-low/</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><item><title>Extra time for EMD – shifting global dynamics</title><link>http://www.trustnet.com/News/13477448/extra-time-for-emd--shifting-global-dynamics/</link><author>Allianz Global Investors</author><description>Watch 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.</description><pubDate>Thu, 11 Jun 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477448/extra-time-for-emd--shifting-global-dynamics/</guid></item><item><title>A game of two halves: EMD performance through the Iran conflict</title><link>http://www.trustnet.com/News/13477701/a-game-of-two-halves-emd-performance-through-the-iran-conflict/</link><author>Giulia Pellegrini</author><description>Allianz Global Investors examines the outlook for key frontier markets including Gabon, Cameroon, Republic of Congo, Senegal, Mozambique, Pakistan and Venezuela.</description><pubDate>Mon, 08 Jun 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477701/a-game-of-two-halves-emd-performance-through-the-iran-conflict/</guid></item><item><title>Are index-linked gilts worth buying or best left alone?</title><link>http://www.trustnet.com/News/13477741/are-index-linked-gilts-worth-buying-or-best-left-alone/</link><author>Matteo Anelli</author><description>To answer the question, investors must understand duration, experts say.</description><pubDate>Thu, 04 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477741/are-index-linked-gilts-worth-buying-or-best-left-alone/</guid></item><item><title>The global equity funds with the highest correlation to growth stocks</title><link>http://www.trustnet.com/News/13476994/the-global-equity-funds-with-the-highest-correlation-to-growth-stocks/</link><author>Gary Jackson</author><description>Trustnet looks across the IA Global sector for the funds most correlated to the MSCI AC World Growth index.</description><pubDate>Mon, 01 Jun 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13476994/the-global-equity-funds-with-the-highest-correlation-to-growth-stocks/</guid></item><item><title>Majedie rotates into Korea and energy as discount narrows to single digits</title><link>http://www.trustnet.com/News/13477285/majedie-rotates-into-korea-and-energy-as-discount-narrows-to-single-digits/</link><author>Matteo Anelli</author><description>The multi-strategy trust has delivered a 4.4% NAV return over six months.</description><pubDate>Thu, 28 May 2026 11:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477285/majedie-rotates-into-korea-and-energy-as-discount-narrows-to-single-digits/</guid></item><item><title>Funds to hold alongside Vanguard LifeStrategy 80% Equity</title><link>http://www.trustnet.com/News/13476853/funds-to-hold-alongside-vanguard-lifestrategy-80-equity/</link><author>Emmy Hawker</author><description>Selectors said these four funds could pair well with the equity-focused portfolio.</description><pubDate>Thu, 21 May 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13476853/funds-to-hold-alongside-vanguard-lifestrategy-80-equity/</guid></item><item><title>A world of opportunities, a great time for income funds and an antidote to inflation shocks: Thoughts from Fundswire this week </title><link>http://www.trustnet.com/News/13476435/a-world-of-opportunities-a-great-time-for-income-funds-and-an-antidote-to-inflation-shocks-thoughts-from-fundswire-this-week/</link><author>Diana Llewellyn</author><description>On Fundswire this week, Jupiter explores the world of opportunities in emerging markets while AllianceBernstein discusses a potential antidote to inflation shocks. </description><pubDate>Fri, 15 May 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13476435/a-world-of-opportunities-a-great-time-for-income-funds-and-an-antidote-to-inflation-shocks-thoughts-from-fundswire-this-week/</guid></item><item><title>Should global funds be more global?</title><link>http://www.trustnet.com/News/13475841/should-global-funds-be-more-global/</link><author>Darius McDermott</author><description>Some funds are willing to deviate, while others are more benchmark aware.</description><pubDate>Wed, 06 May 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13475841/should-global-funds-be-more-global/</guid></item><item><title>Volatility as opportunity, global investing’s changing rules and three reasons for bonds: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13475484/volatility-as-opportunity-global-investings-changing-rules-and-three-reasons-for-bonds-thoughts-from-fundswire-this-week/</link><author>Diana Llewellyn</author><description>On Fundswire this week, Columbia Threadneedle explains why the rules of global investing are changing and T. Rowe Price outlines three key reasons to consider an allocation to fixed income.</description><pubDate>Fri, 01 May 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13475484/volatility-as-opportunity-global-investings-changing-rules-and-three-reasons-for-bonds-thoughts-from-fundswire-this-week/</guid></item><item><title>Gilt market stress, China's long-term case and AI's competing narratives: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13475054/gilt-market-stress-chinas-long-term-case-and-ais-competing-narratives-thoughts-from-fundswire-this-week/</link><author>Emilie Balloux </author><description>On Fundswire this week, Man Group argues the structural rationale for China endures in spite of near-term pressures while Capital Group examines what investors should weigh before committing to AI.</description><pubDate>Fri, 24 Apr 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13475054/gilt-market-stress-chinas-long-term-case-and-ais-competing-narratives-thoughts-from-fundswire-this-week/</guid></item><item><title>The global equity funds that have done the best job of dodging the bottom quartile</title><link>http://www.trustnet.com/News/13474761/the-global-equity-funds-that-have-done-the-best-job-of-dodging-the-bottom-quartile/</link><author>Gary Jackson</author><description>Trustnet research finds that only passive funds have consistently avoided the bottom quartile of the IA Global sector.</description><pubDate>Tue, 21 Apr 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13474761/the-global-equity-funds-that-have-done-the-best-job-of-dodging-the-bottom-quartile/</guid></item><item><title>Selectors gravitate towards five space-exposed funds and trusts</title><link>http://www.trustnet.com/News/13474711/selectors-gravitate-towards-five-space-exposed-funds-and-trusts/</link><author>Emmy Hawker</author><description>Baillie Gifford and BlackRock among those offering access to the space economy.</description><pubDate>Mon, 20 Apr 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13474711/selectors-gravitate-towards-five-space-exposed-funds-and-trusts/</guid></item><item><title>Pre-retirement planning, contrarian holdings and fixed income views: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13474601/pre-retirement-planning-contrarian-holdings-and-fixed-income-views-thoughts-from-fundswire-this-week/</link><author>Emilie Balloux </author><description>On Fundswire this week, Contrarius sets out the logic behind holding Tesla and tobacco in the same portfolio while Premier Miton explains how a natural income approach can serve investors in the run-up to retirement.</description><pubDate>Fri, 17 Apr 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13474601/pre-retirement-planning-contrarian-holdings-and-fixed-income-views-thoughts-from-fundswire-this-week/</guid></item></channel></rss>