Liontrust Insights | Liontrust Asset Management PLC

Liontrust Insights

Welcome to Liontrust Insights, where you can discover the latest investment views and ideas of our experienced fund managers.

Here you can read about, watch and listen to our fund managers’ latest views on and insights into economies, markets, sectors, companies and their funds. To receive regular insights and updates from our fund management teams by email, please register here.

Latest insights

Liontrust Insights - Article
Liontrust Sustainability Report 2020
Liontrust’s first-ever Sustainability Report provides detailed information about how the business is managed to ensure we have a positive impact on clients, stakeholders and society. This includes being a responsible investor, doing our part on climate change, developing a diverse and talented staff, and being a good corporate citizen. Find out more
Liontrust Insights - Article
Europe and the Hamiltonian Moment
Olly Russ, 4 August 2020
Europe’s recent stimulus had echoes of Alexander Hamilton’s reforms in the 18th century. European Income Fund Manager Olly Russ explains what the reaction has been to the package and the likely impact for the European economy. Read more
Liontrust Insights - Article
Why low-cost gyms remain fit for our funds post Covid-19
Martyn Jones, 31 July 2020

Despite concerns about how quickly people will return to the UK’s freshly reopened gyms, Martyn Jones believes a few low-cost disruptors, with their cheaper fees and flexible membership, will increasingly dominate the market. Read more

Liontrust Insights - Article
Buying Bunzl – how its market position could strengthen during the crisis
Julian Fosh, 29 July 2020
Julian Fosh profiles the latest stock to be added to UK Growth Fund and explains how its barriers to competition could allow it to enhance its market position during the Covid-19 crisis. Read more
Liontrust Insights - Article
Why innovation for income investing?
Storm Uru, 22 July 2020
Storm Uru explains what the far-reaching consequences of Covid-19 will be for income investors and why companies need a culture of innovation. Read more
Liontrust Insights - Article
Be prepared to take the right kind of bond risk
Phil Milburn, 22 July 2020

With interest rates expected to stay lower for longer than necessary and inflation heating up, Phil Milburn warns that bond investors must take risk in the right places if they are to avoid getting burned. Read more

Liontrust Insights - Article
10 trades for the New Year (revisited after six turbulent months)
David Roberts, 30 June 2020

Back in January, David Roberts identified 10 high-quality sovereign trades. Nearly six months later and with the world living with Covid-19, David assesses how successful these trades have been and what they now say about the outlook for bond markets. Read more

Liontrust Insights - Article
Where we see an opportunity in today’s market
James Inglis-Jones, 25 June 2020

The proprietary market indicators used by the Cashflow Solution team suggests value stocks in aggregate look exceptionally cheap relative to history. James Inglis-Jones explains why, what else the indicators are telling them and how their funds are positioned to exploit this. Read more

Liontrust Insights - Article
Which countries offer Asia’s best income prospects?
Mark Williams, 24 June 2020

Dividends in Asia are likely to be more resilient to Covid-19 pressures than Western markets. Mark Williams analyses the best income opportunities in the region. Read more

Liontrust Insights - Article
10 macro and micro fixed income trades for summer
Global Fixed Income team, 23 June 2020
Active management is largely about taking opportunities and the Global Fixed Income team highlight ten potential alpha sources in their funds for the summer months, across macro trades, investment grade and high yield. Read more

Read more insights and views from our fund managers

Liontrust Sustainability Report 2020

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Past performance is not a guide to future performance. Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital. For a comprehensive list of risks involved in investing in the Funds, please refer to the relevant  Prospectus.


The information and opinions provided should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Always research your own investments and (if you are not a professional or a financial adviser) consult suitability with a regulated financial adviser before investing. 

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