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Insights

Discover our latest views and fund updates from across our investment teams

Videos

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Fund manager views

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Ewan Thompson Ewan Thompson
India’s general election: the world’s largest democratic vote An electoral process on a near-unimaginable scale
icon 9 May 2024
Good and services
Imran Satter Imran Sattar
Finding magnificent businesses in the UK
icon 7 May 2024
A world of opportunities in the UK stock market
James Dowey James Dowey
AI and the innovator’s dilemma AI can drive innovation but also poses the threat of disruption
icon 1 May 2024
Electricty AI

Fund updates

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Fund updates
Liontrust Emerging Markets Fund Q1 2024
icon 8 May 2024
Global Fundamental
Fund updates
Liontrust GF Strategic Bond Fund April 2024 review
icon 8 May 2024
Commentaries GFI
Fund updates
Liontrust Balanced Fund Q1 2024 review
icon 8 May 2024
Global Fundamental

Snapshots

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Snapshots
What does the FTSE 100’s new high mean for investors? The FTSE 100 finished last week at another all-time high, having first eclipsed its 2023 peak in late April. What does this mean for investors?
icon 7 May 2024
FTSE 100
Snapshots
When will interest rates be cut? After a number of major UK lenders announced mortgage cost hikes earlier this week, we look at why interest rate cuts have been delayed and when they may finally arrive
icon 26 April 2024
Bank of England
Snapshots
The impact of climate change on cocoa prices Climate change and, specifically, severe weather events have seen global cocoa prices soar to almost $10,000 a tonne this month – setting the scene for an expensive Easter for confectionary fans.
icon 26 March 2024
Cocoa farm

Magazines

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Magazines
Liontrust Views Spring 2024 edition
icon 29 April 2024
LT-Views-Spring-2024-Web-457x457-build01
Magazines
Liontrust Views Winter 2024 edition
icon 22 January 2024
Winter 2024
Magazines
Liontrust Views Autumn 2023 edition
icon 3 November 2023
Liontrust Views Autumn 2023

Podcasts

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Global Infusions Podcast
The Business of Defence
Listen on: Google Podcast
In this episode of Global Infusions, Tom welcomes back Hong to explore the business of defence. From sanctions to drones, the consequences of war are legion.
icon 2 May 2024
Podcast
Global Infusions Podcast
The Business of Nuclear
Listen on: Google Podcast
In this episode, Tom is joined by James to explore the business of nuclear energy. From power plants to uranium mines, the whole industry has entered the limelight and for good reason.
icon 13 March 2024
Podcast
Global Infusions Podcast
The Business of Weight Loss
Listen on: Google Podcast
In this episode, Tom and Hong explore the business of losing weight. From gym subscriptions to new wonder drugs, the industry is changing like never before.
icon 29 January 2024
Podcast