﻿<?xml version="1.0" encoding="utf-8"?><!--RSS generated at Sat, 24 Oct 2026 15:42:56 GMT--><rss version="2.0"><channel><title>Philip Hodges  - 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, 24 Oct 2026 15:42:56 GMT</pubDate><lastBuildDate>Sat, 24 Oct 2026 15:42:56 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>Philip Hodges  - 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>Trusts beat funds with the same manager, finds study</title><link>http://www.trustnet.com/News/13487006/trusts-beat-funds-with-the-same-manager-finds-study/</link><author>Jonathan Jones</author><description>Overall, investment companies added an extra £37 per £100 invested a decade ago compared with an open-ended fund.</description><pubDate>Tue, 20 Oct 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13487006/trusts-beat-funds-with-the-same-manager-finds-study/</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>Emerging markets, Artemis and value: The funds that investors are paying more attention to in 2026</title><link>http://www.trustnet.com/News/13486801/emerging-markets-artemis-and-value-the-funds-that-investors-are-paying-more-attention-to-in-2026/</link><author>Gary Jackson</author><description>Artemis Global Income is now the most-researched fund on Trustnet, with Fundsmith Equity down to sixth.</description><pubDate>Thu, 15 Oct 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486801/emerging-markets-artemis-and-value-the-funds-that-investors-are-paying-more-attention-to-in-2026/</guid></item><item><title>BlackRock reverses longstanding US treasury underweight while downgrading US stocks</title><link>http://www.trustnet.com/News/13486738/blackrock-reverses-longstanding-us-treasury-underweight-while-downgrading-us-stocks/</link><author>Gary Jackson</author><description>The world’s largest asset manager has closed a six-year underweight in US government debt and downgraded US equities, as treasury yields trade at 24-year highs.</description><pubDate>Tue, 13 Oct 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13486738/blackrock-reverses-longstanding-us-treasury-underweight-while-downgrading-us-stocks/</guid></item><item><title>The pace of rising bond yields matters more than the level, say strategists</title><link>http://www.trustnet.com/News/13484862/the-pace-of-rising-bond-yields-matters-more-than-the-level-say-strategists/</link><author>Gary Jackson</author><description>Nuveen and BlackRock argue that a slow, growth-driven rise in treasury yields is far easier for markets to absorb than a rapid repricing, even as the 10-year yield reaches levels last seen in 2007.</description><pubDate>Wed, 30 Sep 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484862/the-pace-of-rising-bond-yields-matters-more-than-the-level-say-strategists/</guid></item><item><title>The MPS ranges with the best Sharpe ratios</title><link>http://www.trustnet.com/News/13484754/the-mps-ranges-with-the-best-sharpe-ratios/</link><author>Gary Jackson</author><description>Trustnet identifies the discretionary model portfolio ranges that have delivered the best risk-adjusted returns over the past three years.</description><pubDate>Mon, 28 Sep 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484754/the-mps-ranges-with-the-best-sharpe-ratios/</guid></item><item><title>UK equity funds' share of assets falls by nearly half in 10 years</title><link>http://www.trustnet.com/News/13484556/uk-equity-funds-share-of-assets-falls-by-nearly-half-in-10-years/</link><author>Gary Jackson</author><description>The past decade has seen investors move away from UK equities and towards global, North American, cash and multi-asset strategies.</description><pubDate>Tue, 22 Sep 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484556/uk-equity-funds-share-of-assets-falls-by-nearly-half-in-10-years/</guid></item><item><title>BlackRock returns to overweight on emerging market equities</title><link>http://www.trustnet.com/News/13484487/blackrock-returns-to-overweight-on-emerging-market-equities/</link><author>The Trustnet team</author><description>BlackRock has moved back to an overweight position on emerging market equities, pointing to strong earnings growth, cheap valuations and easing leverage concerns in Korea.</description><pubDate>Mon, 14 Sep 2026 17:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484487/blackrock-returns-to-overweight-on-emerging-market-equities/</guid></item><item><title>The sectors where choosing the right fund mattered most since Liberation Day</title><link>http://www.trustnet.com/News/13484204/the-sectors-where-choosing-the-right-fund-mattered-most-since-liberation-day/</link><author>Emmy Hawker</author><description>Macro shocks and the AI boom have created wide gaps between winners and losers across IA sectors.</description><pubDate>Mon, 14 Sep 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484204/the-sectors-where-choosing-the-right-fund-mattered-most-since-liberation-day/</guid></item><item><title>BlackRock vs Fidelity vs Liontrust: Which giant European fund is best?</title><link>http://www.trustnet.com/News/13484176/blackrock-vs-fidelity-vs-liontrust-which-giant-european-fund-is-best/</link><author>Matteo Anelli</author><description>Europe's biggest active fund has also been the weakest performer.</description><pubDate>Fri, 11 Sep 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484176/blackrock-vs-fidelity-vs-liontrust-which-giant-european-fund-is-best/</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>How Fidelity’s new MPS range is navigating bottom-dwelling European markets</title><link>http://www.trustnet.com/News/13484146/how-fidelitys-new-mps-range-is-navigating-bottom-dwelling-european-markets/</link><author>Matteo Anelli</author><description>Fidelity MPS manager Caroline Shaw is narrowing her bets in the region while adding gold to her portfolios.</description><pubDate>Thu, 10 Sep 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484146/how-fidelitys-new-mps-range-is-navigating-bottom-dwelling-european-markets/</guid></item><item><title>The MPS providers with the most top-rated model portfolios</title><link>http://www.trustnet.com/News/13484061/the-mps-providers-with-the-most-top-rated-model-portfolios/</link><author>Gary Jackson</author><description>Trustnet reveals which firms have the biggest proportion of their MPS line-up holding five FE fundinfo Crowns.</description><pubDate>Tue, 08 Sep 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13484061/the-mps-providers-with-the-most-top-rated-model-portfolios/</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 Asia Pacific and Japan funds where the extra risk paid off</title><link>http://www.trustnet.com/News/13483419/the-asia-pacific-and-japan-funds-where-the-extra-risk-paid-off/</link><author>Emmy Hawker</author><description>These strategies topped the tables for risk-adjusted returns in the 2020s.</description><pubDate>Wed, 26 Aug 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483419/the-asia-pacific-and-japan-funds-where-the-extra-risk-paid-off/</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>Fantasy drafts to investing smarts</title><link>http://www.trustnet.com/News/13483366/fantasy-drafts-to-investing-smarts/</link><author>Darius McDermott</author><description>Here are a few tips (and a few red flags) that apply to both investing and fantasy football.</description><pubDate>Tue, 25 Aug 2026 11:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483366/fantasy-drafts-to-investing-smarts/</guid></item><item><title>UK fund sales rebound in Q2 2026 after weak start to the year</title><link>http://www.trustnet.com/News/13483032/uk-fund-sales-rebound-in-q2-2026-after-weak-start-to-the-year/</link><author>Emmy Hawker</author><description>Net retail sales have returned to positive territory, according to the Pridham report.</description><pubDate>Thu, 20 Aug 2026 11:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13483032/uk-fund-sales-rebound-in-q2-2026-after-weak-start-to-the-year/</guid></item><item><title>Hargreaves Lansdown’s three funds for passive income</title><link>http://www.trustnet.com/News/13482618/hargreaves-lansdowns-three-funds-for-passive-income/</link><author>Jonathan Jones</author><description>Artemis, Royal London and Ninety One are all represented.</description><pubDate>Thu, 13 Aug 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13482618/hargreaves-lansdowns-three-funds-for-passive-income/</guid></item><item><title>Forvis Mazars tilts model portfolios away from US tech and UK stocks</title><link>http://www.trustnet.com/News/13482073/forvis-mazars-tilts-model-portfolios-away-from-us-tech-and-uk-stocks/</link><author>Gary Jackson</author><description>Meanwhile, gold moved from an underweight to a neutral position while government bond exposure increased.</description><pubDate>Mon, 10 Aug 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13482073/forvis-mazars-tilts-model-portfolios-away-from-us-tech-and-uk-stocks/</guid></item><item><title>Six fund picks for investors chasing growth</title><link>http://www.trustnet.com/News/13482047/six-fund-picks-for-investors-chasing-growth/</link><author>Emmy Hawker</author><description>Strategies from BlackRock, Blue Whale and Rathbones made the cut.</description><pubDate>Mon, 10 Aug 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13482047/six-fund-picks-for-investors-chasing-growth/</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>Why BlackRock thinks investors shouldn't bank on a quiet August</title><link>http://www.trustnet.com/News/13481605/why-blackrock-thinks-investors-shouldnt-bank-on-a-quiet-august/</link><author>Gary Jackson</author><description>AI spending, oil price swings and rising bond yields are all symptoms of the same structural scarcity, meaning investors should expect a volatile August rather than a seasonal lull.</description><pubDate>Tue, 04 Aug 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481605/why-blackrock-thinks-investors-shouldnt-bank-on-a-quiet-august/</guid></item><item><title>The real Magnificent Seven: Quality funds experts back to come good again</title><link>http://www.trustnet.com/News/13481561/the-real-magnificent-seven-quality-funds-experts-back-to-come-good-again/</link><author>Emmy Hawker</author><description>Fund pickers point to strategies from JPMorgan, BlackRock and more.</description><pubDate>Tue, 04 Aug 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481561/the-real-magnificent-seven-quality-funds-experts-back-to-come-good-again/</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>Quilter adds index-linked gilts as asset class for Cirilium portfolios</title><link>http://www.trustnet.com/News/13481558/quilter-adds-index-linked-gilts-as-asset-class-for-cirilium-portfolios/</link><author>Gary Jackson</author><description>The change gives lower-risk investors dedicated protection against UK inflation within the range's asset allocation.</description><pubDate>Mon, 03 Aug 2026 12:55:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481558/quilter-adds-index-linked-gilts-as-asset-class-for-cirilium-portfolios/</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>How investors' favourite emerging-market funds of 2025 have performed in 2026</title><link>http://www.trustnet.com/News/13481415/how-investors-favourite-emerging-market-funds-of-2025-have-performed-in-2026/</link><author>Matteo Anelli</author><description>A SmartGARP strategy leads the pack, while two funds have fallen below the sector average.</description><pubDate>Wed, 29 Jul 2026 16:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481415/how-investors-favourite-emerging-market-funds-of-2025-have-performed-in-2026/</guid></item><item><title>Fund flows: Investors ditch European funds in first half of 2026</title><link>http://www.trustnet.com/News/13481375/fund-flows-investors-ditch-european-funds-in-first-half-of-2026/</link><author>Jonathan Jones</author><description>Trackers and large active funds were sold heavily in the past six months.</description><pubDate>Wed, 29 Jul 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481375/fund-flows-investors-ditch-european-funds-in-first-half-of-2026/</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><item><title>The mixed-asset funds attracting the most and least money in H1 2026</title><link>http://www.trustnet.com/News/13481343/the-mixed-asset-funds-attracting-the-most-and-least-money-in-h1-2026/</link><author>Matteo Anelli</author><description>Baillie Gifford and Orbis strategies had the largest inflows between January and June this year.</description><pubDate>Tue, 28 Jul 2026 13:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13481343/the-mixed-asset-funds-attracting-the-most-and-least-money-in-h1-2026/</guid></item></channel></rss>