﻿<?xml version="1.0" encoding="utf-8"?><!--RSS generated at Mon, 15 Jun 2026 23:56:31 GMT--><rss version="2.0"><channel><title>Mark Dunley-Owen  - 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>Mon, 15 Jun 2026 23:56:31 GMT</pubDate><lastBuildDate>Mon, 15 Jun 2026 23:56:31 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>Mark Dunley-Owen  - related articles from Trustnet</title><url>http://www.trustnet.com/images/FETN_Logo.png</url></image><item><title>Should responsible investors own cement companies?</title><link>http://www.trustnet.com/News/13477734/should-responsible-investors-own-cement-companies/</link><author>Orbis Investments</author><description>Orbis explains how a hard-to-abate cement producer became one of its more instructive responsible investing case studies in 2024.</description><pubDate>Mon, 15 Jun 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13477734/should-responsible-investors-own-cement-companies/</guid></item><item><title>The longest-reigning mixed-asset funds</title><link>http://www.trustnet.com/News/13478308/the-longest-reigning-mixed-asset-funds/</link><author>Matteo Anelli</author><description>Trustnet highlights the go-anywhere funds that have maintained a maximum FE fundinfo Crown rating for the most part of the past decade.</description><pubDate>Mon, 15 Jun 2026 07:00:00 GMT</pubDate><guid>http://www.trustnet.com/News/13478308/the-longest-reigning-mixed-asset-funds/</guid></item><item><title>Are investors underestimating the emerging markets reform story?</title><link>http://www.trustnet.com/News/13475322/are-investors-underestimating-the-emerging-markets-reform-story/</link><author>Orbis Investments</author><description>Independent central banks, inflation-targeting regimes, stronger minority shareholder protections, and better-capitalised domestic banking systems have materially altered how several emerging economies absorb shocks, with direct implications for long-term return potential.</description><pubDate>Tue, 02 Jun 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13475322/are-investors-underestimating-the-emerging-markets-reform-story/</guid></item><item><title>Are investors navigating emerging markets with an outdated map?</title><link>http://www.trustnet.com/News/13475318/are-investors-navigating-emerging-markets-with-an-outdated-map/</link><author>Orbis Investments</author><description>With valuations depressed and many historical risks already reflected in prices, investors who have steadily reduced emerging markets exposure over the past 15 years may be carrying more implicit risk than they realise.</description><pubDate>Wed, 27 May 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13475318/are-investors-navigating-emerging-markets-with-an-outdated-map/</guid></item><item><title>Cheap, changing and under-owned: The case for emerging markets today</title><link>http://www.trustnet.com/News/13475319/cheap-changing-and-under-owned-the-case-for-emerging-markets-today/</link><author>Orbis Investments</author><description>From South Korea's corporate governance reforms to currencies priced well below our view of their long-term fair value, the fundamentals underpinning emerging markets have shifted considerably, even if most portfolios have not yet caught up.</description><pubDate>Wed, 20 May 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13475319/cheap-changing-and-under-owned-the-case-for-emerging-markets-today/</guid></item><item><title>Where can investors find value in crowded markets?</title><link>http://www.trustnet.com/News/13474281/where-can-investors-find-value-in-crowded-markets/</link><author>Orbis Investments</author><description>Orbis examines the impact of market dynamics such as valuations, government debt and geopolitics.</description><pubDate>Fri, 17 Apr 2026 12:30:00 GMT</pubDate><guid>http://www.trustnet.com/News/13474281/where-can-investors-find-value-in-crowded-markets/</guid></item><item><title>Software stocks at a crossroads: reset or opportunity?</title><link>http://www.trustnet.com/News/13472364/software-stocks-at-a-crossroads-reset-or-opportunity/</link><author>Orbis Investments</author><description>As AI fears drive a sharp sell-off in software shares, many investors are reacting quickly - either rushing for the exits or racing to buy the dip. At Orbis, we take a different approach: patiently weighing fundamentals against price to determine whether this is a temporary panic or the start of a lasting reset, and acting only when the odds are in our favour.</description><pubDate>Tue, 31 Mar 2026 10:40:00 GMT</pubDate><guid>http://www.trustnet.com/News/13472364/software-stocks-at-a-crossroads-reset-or-opportunity/</guid></item></channel></rss>