﻿<?xml version="1.0" encoding="utf-8"?><!--RSS generated at Thu, 22 Oct 2026 09:09:00 GMT--><rss version="2.0"><channel><title>Michael Hasenstab  - 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>Thu, 22 Oct 2026 09:09:00 GMT</pubDate><lastBuildDate>Thu, 22 Oct 2026 09:09:00 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>Michael Hasenstab  - related articles from Trustnet</title><url>http://www.trustnet.com/images/FETN_Logo.png</url></image><item><title>How to back activist investors in your own portfolio</title><link>http://www.trustnet.com/News/13486970/how-to-back-activist-investors-in-your-own-portfolio/</link><author>Matteo Anelli</author><description>Some specialist investment trusts earn a place in a portfolio as a small, separate source of return.</description><pubDate>Tue, 20 Oct 2026 17:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486970/how-to-back-activist-investors-in-your-own-portfolio/</guid></item><item><title>The questions this activist manager wants trust holders to ask</title><link>http://www.trustnet.com/News/13486836/the-questions-this-activist-manager-wants-trust-holders-to-ask/</link><author>Matteo Anelli</author><description>Achilles’s Naylor urged investors to ask how trust managers are paid and how far the NAV can be trusted.</description><pubDate>Thu, 15 Oct 2026 17:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486836/the-questions-this-activist-manager-wants-trust-holders-to-ask/</guid></item><item><title>Why income and quality could be a useful pairing in concentrated Asian markets</title><link>http://www.trustnet.com/News/13484758/why-income-and-quality-could-be-a-useful-pairing-in-concentrated-asian-markets/</link><author>The Trustnet team</author><description>Naveen Venkataramani sets out why the Wellington Asia Quality Income fund avoids speculative AI hardware names and dividend yields built on weak earnings, focusing instead on companies with durable payouts and strong governance.</description><pubDate>Tue, 29 Sep 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484758/why-income-and-quality-could-be-a-useful-pairing-in-concentrated-asian-markets/</guid></item><item><title>Why Ruffer thinks retail, luxury and travel stocks are the next AI trades</title><link>http://www.trustnet.com/News/13484150/why-ruffer-thinks-retail-luxury-and-travel-stocks-are-the-next-ai-trades/</link><author>Gary Jackson</author><description>The absolute return manager argues that bonuses, IPO windfalls and land payments generated by the AI build-out could start to filter into consumer spending.</description><pubDate>Thu, 10 Sep 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484150/why-ruffer-thinks-retail-luxury-and-travel-stocks-are-the-next-ai-trades/</guid></item><item><title>Quality had its worst patch in two decades. Wellington's strategists explain why they're not worried</title><link>http://www.trustnet.com/News/13483890/quality-had-its-worst-patch-in-two-decades-wellingtons-strategists-explain-why-theyre-not-worried/</link><author>The Trustnet team</author><description>Quality equity endured its sharpest underperformance against the wider market in more than 20 years during the second half of 2025 but some believe the long-term case for owning quality companies hasn't changed.</description><pubDate>Tue, 08 Sep 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483890/quality-had-its-worst-patch-in-two-decades-wellingtons-strategists-explain-why-theyre-not-worried/</guid></item><item><title>CT Global Managed Portfolio delivers strong performance as new managers' Asia pivot pays off</title><link>http://www.trustnet.com/News/13483886/ct-global-managed-portfolio-delivers-strong-performance-as-new-managers-asia-pivot-pays-off/</link><author>Emmy Hawker</author><description>The trust is making changes to dividend payments, payout growth and more.</description><pubDate>Wed, 02 Sep 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483886/ct-global-managed-portfolio-delivers-strong-performance-as-new-managers-asia-pivot-pays-off/</guid></item><item><title>The US funds where more risk delivered stronger returns</title><link>http://www.trustnet.com/News/13483451/the-us-funds-where-more-risk-delivered-stronger-returns/</link><author>Emmy Hawker</author><description>Trustnet looks at the risk-adjusted returns of funds in the IA North America and IA North American Smaller Companies sectors.</description><pubDate>Thu, 27 Aug 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483451/the-us-funds-where-more-risk-delivered-stronger-returns/</guid></item><item><title>Stagflation is the most likely scenario: Here's four funds to buy</title><link>http://www.trustnet.com/News/13483396/stagflation-is-the-most-likely-scenario-heres-four-funds-to-buy/</link><author>Jonathan Jones</author><description>Experts pick four funds to weather the rare economic event.</description><pubDate>Wed, 26 Aug 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483396/stagflation-is-the-most-likely-scenario-heres-four-funds-to-buy/</guid></item><item><title>How the most recommended funds by platforms performed so far this year</title><link>http://www.trustnet.com/News/13481953/how-the-most-recommended-funds-by-platforms-performed-so-far-this-year/</link><author>Matteo Anelli</author><description>Six strategies out of 16 made double-digit returns in the first half of 2026.</description><pubDate>Fri, 07 Aug 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481953/how-the-most-recommended-funds-by-platforms-performed-so-far-this-year/</guid></item><item><title>How July's volatility changed the 2026 fund performance leaderboard</title><link>http://www.trustnet.com/News/13481661/how-julys-volatility-changed-the-2026-fund-performance-leaderboard/</link><author>Gary Jackson</author><description>A sharp reversal in semiconductor stocks drove the average tech fund down in July, ending months of AI-led gains.</description><pubDate>Wed, 05 Aug 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481661/how-julys-volatility-changed-the-2026-fund-performance-leaderboard/</guid></item><item><title>The best and worst funds and trusts of July</title><link>http://www.trustnet.com/News/13481559/the-best-and-worst-funds-and-trusts-of-july/</link><author>Jonathan Jones</author><description>UK equities topped the tables while tech struggled.</description><pubDate>Mon, 03 Aug 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481559/the-best-and-worst-funds-and-trusts-of-july/</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>Funds you can start any portfolio with</title><link>http://www.trustnet.com/News/13481350/funds-you-can-start-any-portfolio-with/</link><author>Jonathan Jones</author><description>Passive funds, an investment trust staple and a lesser-known global equity portfolio are all options.</description><pubDate>Wed, 29 Jul 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481350/funds-you-can-start-any-portfolio-with/</guid></item></channel></rss>