﻿<?xml version="1.0" encoding="utf-8"?><!--RSS generated at Sat, 14 Nov 2026 01:06:41 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>Sat, 14 Nov 2026 01:06:41 GMT</pubDate><lastBuildDate>Sat, 14 Nov 2026 01:06:41 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>Midterm market impact, 2028 signposts and tackling US client questions: Thoughts from Fundswire this week </title><link>http://www.trustnet.com/News/13488260/midterm-market-impact-2028-signposts-and-tackling-us-client-questions-thoughts-from-fundswire-this-week/</link><author>Emilie Balloux</author><description>  On Fundswire this week, Capital Group assesses what a midterm ‘blue wave’ could mean for markets while PIMCO tackles client questions on the US. </description><pubDate>Fri, 13 Nov 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13488260/midterm-market-impact-2028-signposts-and-tackling-us-client-questions-thoughts-from-fundswire-this-week/</guid></item><item><title>The funds and trusts experts would buy and hold forever</title><link>http://www.trustnet.com/News/13488247/the-funds-and-trusts-experts-would-buy-and-hold-forever/</link><author>Emmy Hawker</author><description>Fund selectors highlighted four strategies they would be happy holding for the rest of their investing lives. </description><pubDate>Fri, 13 Nov 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13488247/the-funds-and-trusts-experts-would-buy-and-hold-forever/</guid></item><item><title>The true cost of AI and why current spending is not sustainable</title><link>http://www.trustnet.com/News/13488139/the-true-cost-of-ai-and-why-current-spending-is-not-sustainable/</link><author>Jonathan Jones</author><description>Brunner investment trust managers Julian Bishop and James Ashworth explain why assumptions over the AI capex cycle could be under strain.</description><pubDate>Wed, 11 Nov 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13488139/the-true-cost-of-ai-and-why-current-spending-is-not-sustainable/</guid></item><item><title>AVI Global Trust's portfolio at widest discount since past three market crises</title><link>http://www.trustnet.com/News/13488103/avi-global-trusts-portfolio-at-widest-discount-since-past-three-market-crises/</link><author>Gary Jackson</author><description>The gap between what AVI Global Trust's holdings are worth and what the market pays for them has reached levels last seen in the depths of three separate crises.</description><pubDate>Tue, 10 Nov 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13488103/avi-global-trusts-portfolio-at-widest-discount-since-past-three-market-crises/</guid></item><item><title>Seven simple investing lessons, hidden growth opportunities and the rise of dividend cuts: Thoughts from Fundswire this fortnight</title><link>http://www.trustnet.com/News/13487981/seven-simple-investing-lessons-hidden-growth-opportunities-and-the-rise-of-dividend-cuts-thoughts-from-fundswire-this-fortnight/</link><author>Diana Llewellyn</author><description>On Fundswire this fortnight, Artemis shares seven simple lessons from decades of investing while Aberdeen explores hidden growth opportunities across Asia.</description><pubDate>Fri, 06 Nov 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487981/seven-simple-investing-lessons-hidden-growth-opportunities-and-the-rise-of-dividend-cuts-thoughts-from-fundswire-this-fortnight/</guid></item><item><title>One fund or trust for investors who can hold for five years</title><link>http://www.trustnet.com/News/13487969/one-fund-or-trust-for-investors-who-can-hold-for-five-years/</link><author>Matteo Anelli</author><description>Asia, India, US mid-caps and AI are among the picks for investors who can wait five years.</description><pubDate>Fri, 06 Nov 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487969/one-fund-or-trust-for-investors-who-can-hold-for-five-years/</guid></item><item><title>These trust managers own Anthropic: What is their strategy ahead of the IPO?</title><link>http://www.trustnet.com/News/13487958/these-trust-managers-own-anthropic-what-is-their-strategy-ahead-of-the-ipo/</link><author>Matteo Anelli</author><description>Managers reveal what SpaceX’s IPO taught them.</description><pubDate>Thu, 05 Nov 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487958/these-trust-managers-own-anthropic-what-is-their-strategy-ahead-of-the-ipo/</guid></item><item><title>Playing AI through a European lens</title><link>http://www.trustnet.com/News/13487861/playing-ai-through-a-european-lens/</link><author>Thomas Brown</author><description>European AI plays may not grab attention, but they certainly have a lot going for them. </description><pubDate>Tue, 03 Nov 2026 15:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487861/playing-ai-through-a-european-lens/</guid></item><item><title>One fund and one trust to hold for just one year</title><link>http://www.trustnet.com/News/13487412/one-fund-and-one-trust-to-hold-for-just-one-year/</link><author>Matteo Anelli</author><description>Bonds, smaller companies and miners are among the picks for investors with a short time horizon.</description><pubDate>Wed, 28 Oct 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487412/one-fund-and-one-trust-to-hold-for-just-one-year/</guid></item><item><title>AI’s next disruption </title><link>http://www.trustnet.com/News/13487221/ais-next-disruption/</link><author>Darius McDermott</author><description>Chelsea Financial Services’ Darius McDermott asks if investors should be careful about expecting AI to repeat the extraordinary profits of earlier technology shifts.</description><pubDate>Mon, 26 Oct 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487221/ais-next-disruption/</guid></item><item><title>The best-performing funds and trusts of the 2020s – and what they have in common</title><link>http://www.trustnet.com/News/13487117/the-best-performing-funds-and-trusts-of-the-2020s--and-what-they-have-in-common/</link><author>Emmy Hawker</author><description>Funds and trusts focused on AI, commodities and gold have dominated.</description><pubDate>Fri, 23 Oct 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487117/the-best-performing-funds-and-trusts-of-the-2020s--and-what-they-have-in-common/</guid></item><item><title>Playing the next stage of AI, the case for cash and the US investment environment: Thoughts from Fundswire this week</title><link>http://www.trustnet.com/News/13486864/playing-the-next-stage-of-ai-the-case-for-cash-and-the-us-investment-environment-thoughts-from-fundswire-this-week/</link><author>Emilie Balloux</author><description>On Fundswire this week, Artemis looks at four ways investors can approach the AI theme and Royal London Asset Management sets out how cash can play a deliberate role in a financial plan.</description><pubDate>Fri, 16 Oct 2026 10:45:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486864/playing-the-next-stage-of-ai-the-case-for-cash-and-the-us-investment-environment-thoughts-from-fundswire-this-week/</guid></item><item><title>Not owning Chinese stocks doesn't mean you've avoided China risk, says Scottish Mortgage's Burns</title><link>http://www.trustnet.com/News/13486489/not-owning-chinese-stocks-doesnt-mean-youve-avoided-china-risk-says-scottish-mortgages-burns/</link><author>Matteo Anelli</author><description>Investors holding the likes of Tesla and Apple carry China exposure with little discount priced in.</description><pubDate>Thu, 08 Oct 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486489/not-owning-chinese-stocks-doesnt-mean-youve-avoided-china-risk-says-scottish-mortgages-burns/</guid></item><item><title>The trusts on track for another year at the top of their sector</title><link>http://www.trustnet.com/News/13486111/the-trusts-on-track-for-another-year-at-the-top-of-their-sector/</link><author>Gary Jackson</author><description>As markets move into the final quarter of 2026, Trustnet finds out which trusts were in the top quartile for both 2025 and the year to date.</description><pubDate>Wed, 07 Oct 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486111/the-trusts-on-track-for-another-year-at-the-top-of-their-sector/</guid></item><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></channel></rss>