﻿<?xml version="1.0" encoding="utf-8"?><!--RSS generated at Tue, 29 Sep 2026 12:33:14 GMT--><rss version="2.0"><channel><title>Luke Smith  - 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, 29 Sep 2026 12:33:14 GMT</pubDate><lastBuildDate>Tue, 29 Sep 2026 12:33:14 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>Luke Smith  - related articles from Trustnet</title><url>http://www.trustnet.com/images/FETN_Logo.png</url></image><item><title>The world’s most expensive and cheapest markets</title><link>http://www.trustnet.com/News/13484819/the-worlds-most-expensive-and-cheapest-markets/</link><author>Jonathan Jones</author><description>Trustnet looks at the markets where investors can find a bargain.</description><pubDate>Tue, 29 Sep 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484819/the-worlds-most-expensive-and-cheapest-markets/</guid></item><item><title>The key inflation signal for investors and six reasons to explore the space economy: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13484748/the-key-inflation-signal-for-investors-and-six-reasons-to-explore-the-space-economy-thoughts-from-fundswire-this-week/</link><author>Diana Llewellyn</author><description>On this week’s Fundswire update, PIMCO points out the key inflation signal for investors while Capital Group discusses why the space economy is worth exploring.</description><pubDate>Fri, 25 Sep 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484748/the-key-inflation-signal-for-investors-and-six-reasons-to-explore-the-space-economy-thoughts-from-fundswire-this-week/</guid></item><item><title>US labour market shifts, AI concentration risk and bond market doubts: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13484485/us-labour-market-shifts-ai-concentration-risk-and-bond-market-doubts-thoughts-from-fundswire-this-week/</link><author>Emilie Balloux</author><description>PIMCO looks at what recent US jobs figures may reveal about deeper shifts in the workforce while Premier Miton weighs up how dependent markets are on a small group of AI leaders.</description><pubDate>Fri, 18 Sep 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484485/us-labour-market-shifts-ai-concentration-risk-and-bond-market-doubts-thoughts-from-fundswire-this-week/</guid></item><item><title>Why the FTSE 250 is really the FTSE 170</title><link>http://www.trustnet.com/News/13484343/why-the-ftse-250-is-really-the-ftse-170/</link><author>Jonathan Jones</author><description>There are several reasons why investment companies have become an increasingly important part of the mid-cap index.</description><pubDate>Wed, 16 Sep 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484343/why-the-ftse-250-is-really-the-ftse-170/</guid></item><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>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>Finding income and who’s winning the AI race: Thoughts from Fundswire this fortnight</title><link>http://www.trustnet.com/News/13483498/finding-income-and-whos-winning-the-ai-race-thoughts-from-fundswire-this-fortnight/</link><author>Emilie Balloux</author><description>On this fortnight’s Fundswire roundup, Aberdeen explains how you can support your long-term financial goals through income investing and Capital Group looks at what the US-China AI race means for investors.</description><pubDate>Fri, 28 Aug 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483498/finding-income-and-whos-winning-the-ai-race-thoughts-from-fundswire-this-fortnight/</guid></item><item><title>The case for European equities and the AI race: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13483499/the-case-for-european-equities-and-the-ai-race-thoughts-from-fundswire-this-week/</link><author>Diana Llewellyn</author><description>On this week’s Fundswire round-up, Fidelity International outlines the case for European equities while Capital Group asks whether the US or China is winning the AI race.</description><pubDate>Fri, 28 Aug 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483499/the-case-for-european-equities-and-the-ai-race-thoughts-from-fundswire-this-week/</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>The volatile UK funds where more risk paid off</title><link>http://www.trustnet.com/News/13482743/the-volatile-uk-funds-where-more-risk-paid-off/</link><author>Emmy Hawker</author><description>Trustnet ranks funds by returns, Sharpe ratio and volatility in the 2020s.</description><pubDate>Tue, 18 Aug 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13482743/the-volatile-uk-funds-where-more-risk-paid-off/</guid></item><item><title>Baillie Gifford on Apple and hidden gems in smaller companies: Thoughts from Fundswire this fortnight</title><link>http://www.trustnet.com/News/13482643/baillie-gifford-on-apple-and-hidden-gems-in-smaller-companies-thoughts-from-fundswire-this-fortnight/</link><author>Diana Llewellyn</author><description>On this fortnight’s Fundswire roundup, Baillie Gifford explains why Apple's fast-follower strategy, among other factors, underpins its long-term investment case while Aberdeen explores the hidden gems in the UK small-cap market.</description><pubDate>Fri, 14 Aug 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13482643/baillie-gifford-on-apple-and-hidden-gems-in-smaller-companies-thoughts-from-fundswire-this-fortnight/</guid></item><item><title>The UK’s exceptional start to H2: A Burnham bounce or something more?</title><link>http://www.trustnet.com/News/13482503/the-uks-exceptional-start-to-h2-a-burnham-bounce-or-something-more/</link><author>Jonathan Jones</author><description>AI concerns, M&amp;A activity and diversification benefits are all reasons UK equities are rebounding, suggest the experts.</description><pubDate>Wed, 12 Aug 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13482503/the-uks-exceptional-start-to-h2-a-burnham-bounce-or-something-more/</guid></item><item><title>Gilt focus, market timing and macro blind spots: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13482006/gilt-focus-market-timing-and-macro-blind-spots-thoughts-from-fundswire-this-week/</link><author>Emilie Balloux</author><description>On Fundswire this week, Vanguard explains the power of long-term investing and Man Group asks whether investors are right to overlook gilts.</description><pubDate>Fri, 07 Aug 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13482006/gilt-focus-market-timing-and-macro-blind-spots-thoughts-from-fundswire-this-week/</guid></item><item><title>The best-performing UK funds under Starmer</title><link>http://www.trustnet.com/News/13481471/the-best-performing-uk-funds-under-starmer/</link><author>Emmy Hawker</author><description>Strategies from Artemis, Dimensional and more topped the table for returns.</description><pubDate>Mon, 03 Aug 2026 17:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481471/the-best-performing-uk-funds-under-starmer/</guid></item><item><title>The US funds investors piled into in the first half of the year – and those they sold</title><link>http://www.trustnet.com/News/13481470/the-us-funds-investors-piled-into-in-the-first-half-of-the-year--and-those-they-sold/</link><author>Jonathan Jones</author><description>Trustnet rounds out its fund flows series looking at which US portfolios were in and out of favour in the first six months of 2026.</description><pubDate>Thu, 30 Jul 2026 17:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481470/the-us-funds-investors-piled-into-in-the-first-half-of-the-year--and-those-they-sold/</guid></item><item><title>US funds lose ground in FE fundinfo's Crown Ratings rebalance despite strong returns</title><link>http://www.trustnet.com/News/13481420/us-funds-lose-ground-in-fe-fundinfos-crown-ratings-rebalance-despite-strong-returns/</link><author>Gary Jackson</author><description>Concentrated gains in a small number of US technology stocks are making the S&amp;P 500 a harder benchmark to beat, even for funds built around it.</description><pubDate>Thu, 30 Jul 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481420/us-funds-lose-ground-in-fe-fundinfos-crown-ratings-rebalance-despite-strong-returns/</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>Beyond mega-cap tech, the Fed's inflation puzzle and UK renewal: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13481190/beyond-mega-cap-tech-the-feds-inflation-puzzle-and-uk-renewal-thoughts-from-fundswire-this-week/</link><author>Emilie Balloux</author><description>On Fundswire this week, Premier Miton questions investors' reliance on mega-cap technology stocks and PIMCO examines the mixed inflation signals complicating the Fed's path forward.</description><pubDate>Fri, 24 Jul 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481190/beyond-mega-cap-tech-the-feds-inflation-puzzle-and-uk-renewal-thoughts-from-fundswire-this-week/</guid></item><item><title>UK retirement guidance gap, World Cup insights for investors and junk food stocks: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13480802/uk-retirement-guidance-gap-world-cup-insights-for-investors-and-junk-food-stocks-thoughts-from-fundswire-this-week/</link><author>Emilie Balloux</author><description>On Fundswire this week, T. Rowe Price argues that UK savers need more tailored retirement support and Royal London Asset Management draws parallels between investment strategy and the World Cup.</description><pubDate>Fri, 17 Jul 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13480802/uk-retirement-guidance-gap-world-cup-insights-for-investors-and-junk-food-stocks-thoughts-from-fundswire-this-week/</guid></item><item><title>What bond markets want from Andy Burnham and dispelling income investing myths: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13480285/what-bond-markets-want-from-andy-burnham-and-dispelling-income-investing-myths-thoughts-from-fundswire-this-week/</link><author>Diana Llewellyn</author><description>On this week’s Fundswire roundup, PIMCO discusses what bond markets want from Andy Burnham and Premier Miton dispels common myths around income investing.</description><pubDate>Fri, 10 Jul 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13480285/what-bond-markets-want-from-andy-burnham-and-dispelling-income-investing-myths-thoughts-from-fundswire-this-week/</guid></item><item><title>The long-term UK laggards turning things around in 2026</title><link>http://www.trustnet.com/News/13479991/the-long-term-uk-laggards-turning-things-around-in-2026/</link><author>Jonathan Jones</author><description>Trustnet looks at the funds historically struggling but on the comeback trail so far this year.</description><pubDate>Thu, 09 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13479991/the-long-term-uk-laggards-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></channel></rss>