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Ewan Thompson

WATCH: What Chinese intervention means for investors

In this Liontrust Bite-size View, Ewan Thompson reviews increasing state intervention in China and the implications for investors. Read more
Victoria Stevens

WATCH: Why the UK stock market is still attractive

In the latest Bite-size View, Victoria Stevens explains the UK stock market still offers attractive companies despite criticism of its structure and the level of M&A activity. Read more
Shayan Ratnasingam

Finding diversification beyond commercial property

With long-standing concerns around many open-ended property funds, Shayan Ratnasingam discusses the benefits of Real Assets as an alternative source of diversification, income and potential inflation protection. Read more
Samantha Gleave

WATCH: Where are the opportunities in Europe?

With the European Growth Fund celebrating its 15th anniversary in November, in this short video Samantha Gleave discusses the current investment opportunities across the continent. Read more

WATCH: What Squid Game means for Netflix

Storm Uru & James Dowey

With Squid Game becoming a global sensation, in this short video James Dowey and Storm Uru look at what this means for the future growth of Netflix. Read more
Mike Appleby

COP26 and the 1.5° transition challenge

As COP26 comes to a close, Mike Appleby outlines how Liontrust's Sustainable Investment team is challenging companies to raise their ambitions to reduce carbon emissions. Read more
Mike Appleby

WATCH: Key findings from 1.5° Transition Challenge

The Liontrust Sustainable Investment team has challenged all companies held within its funds to decarbonise. In this short Bite-size View, Mike Appleby explains the progress of this 1.5° Transition Challenge. Read more
David Roberts

Why we think the market is wrong about long-term rates

With many central banks on the brink of raising rates, the bond market seems to be shouting that this is a mistake through a yield curve which prices in a reversal of any rate rises. The Global Fixed Income team disagrees – David Roberts explains why. Read more
Mike Appleby

WATCH: Early thoughts on outcomes of COP26

Ahead of COP26 finishing at the end of this week, in this short video Mike Appleby reviews the progress of the energy transition and the role of investment. Read more
Samantha Gleave

Evaluating our transition into value

During the Covid-19 market turmoil, the Cashflow Solution team began adding deep value stocks to their portfolios. Eighteen months on, Samantha Gleave reflects on the success of this strategy and looks at how the value rally may now evolve. Read more
Peter Michaelis

Liontrust celebrates 20 years of sustainable investing with GF SF Multi-Asset Global launch

Liontrust's Sustainable Investment team celebrates its 20th anniversary with the launch of the SFDR Article 9-rated GF Sustainable Future Multi-Asset Global Fund on 13 October. The Fund invests in companies helping to create a cleaner, safer and healthier society for the future, while seeking to generate attractive returns for investors. Read more
Ewan Thompson

India: the compelling investment case in emerging markets

India suffered widespread disruption through the pandemic yet has been one of the top-performing stock markets over the past year. Ewan Thompson discusses what has driven these strong returns and the reasons why he is confident that India will offer an attractive investment going forward. Read more
Donald Phillips

SFDR and ESG integration for global bonds

The Global Fixed Income Irish domiciled funds have Article 8 status under SFDR. Donald Phillips discusses ESG integration in the investment process and the three bond funds. Read more
Anthony Cross

In defence of the UK market

Some high profile private equity takeovers and recent underperformance has cast the UK stock market in a negative light. However, Anthony Cross believes the UK market continues to be home to a number of exciting companies and a resurgence of new entrants are providing fresh investment opportunities. Read more
David Roberts

How to create stagflation

Stagflation has emerged as one of the principal threats facing markets. David Roberts explains why risks of stagflation have risen recently and what implications it could have. Read more
John Husselbee

The active argument: patience required

John Husselbee responds to new research from Vanguard entitled Patience with Active Performance Cyclicality, discussing its key findings and why it reiterates one of our core messages: the importance of consistency of investment process. Read more

WATCH: Investment opportunities of opening up

James Dowey & Storm Uru

With Liontrust Global Equity Fund changing name to Global Innovation Fund, the managers Storm Uru and James Dowey discuss where they are finding investment opportunities as economies have been opening up following the pandemic. Read more
Donald Phillips

WATCH: Why High Yield Bonds?

In this latest Liontrust Bite-Size View, Donald Phillips of the Liontrust Global Fixed Income team explains the attractions of high yield bonds, why now and where are the opportunities in this market. Read more
Mike Appleby

Good COP or bad COP – energy transition will still power on

While expectation is rising for the imminent COP26 event, whatever happens in Glasgow the impact of the energy transition will continue. Mike Appleby highlights the key developments for investors. Read more
David Roberts

Is there value in bond markets?

Investors may be asking if there is any value left in the bond market as concerns about inflation and tightening monetary policy have created a tough environment. David Roberts highlights the factors the Global Fixed Income team consider when searching for value and where to look in the current environment. Read more
Mike Appleby

WATCH: Hydrogen opportunities and the energy transition

Hydrogen is seen as an ultra-low carbon fuel of the future. In this Bite-Size View, Mike Appleby discusses the prospects for hydrogen and where the Liontrust Sustainable Investment team is investing for the energy transition Read more

WATCH: How to benefit from the recovery in global dividends

Storm Uru & James Dowey

In this new Liontrust Bite-Size View, Storm Uru and James Dowey take 3 minutes to discuss the recovery of global dividends and where are the current opportunities for investors. Read more
James Inglis-Jones

Gross exposure hits highest level since launch

The Liontrust GF European Strategic Equity Fund’s gross market exposure has been increased to a record level. James Inglis-Jones highlights the compelling investment conditions the long/short strategy is now calibrated to target. Read more
James Klempster

WATCH: Where are we in the economic cycle?

In the latest Liontrust Bite-Size Views, James Klempster of the Multi-Asset team discusses where we are in the economic cycle and what this means for investors. Read more
David Roberts

Time to dust off the old textbooks for when interest rates go up

The Bank of England and Federal Reserve appear to have had a change of heart in their last policy meetings. David Roberts asks whether it’s time to consider preparing for a rising interest rate environment. Read more
Donald Phillips

WATCH: Inflation and fixed income markets

In the first of a new series of videos called Liontrust Bite-Size Views, Donald Phillips of the Global Fixed Income team discusses whether the rise in inflation is more than transitory, QE will be gradually withdrawn and what this means for fixed income markets. Read more
Ewan Thompson

China crackdown: unpacking the regulatory change

As Chinese technology companies come under increasing regulatory scrutiny, Ewan Thompson examines the moves that have wiped out billions of dollars in market value from the country’s internet giants and weighs up the investment opportunities in the world’s second-largest economy. Read more

Distribution change on Monthly Income Bond Fund

Liontrust SF Fixed Income Team

To enable the fund managers to maintain long-term high yield with low volatility approach, the monthly payment on the Monthly Income Bond Fund is to move from 0.40p to 0.34p per unit from the end of September. Read more
Jen Causton

Value versus growth: more than just a binary bet?

With 'value' enjoying a long-awaited recovery versus 'growth' this year, Jen Causton highlights the importance of looking beyond these basic labels to tease out investment opportunities. Read more
David Roberts

The definition of insanity or the ECB’s approach to QE?

David Roberts reacts to the ECB’s latest policy decision, asking why, when the fiscal response is significant and worst of lockdown measures likely behind us, does the ECB still persist with emergency measures? Read more

Tactical Asset Allocation update: Q3 2021

Liontrust Multi-Asset Team

Liontrust’s Multi-Asset team outlines its latest tactical asset allocation views: still positive on risk assets overall, with a modest de-risking within bonds as high yield spreads fall. Read more
Mike Appleby

Green hydrogen: fuel of the future?

With hydrogen increasingly capturing the public's imagination, Mike Appleby examines the challenges facing the universe’s most abundant element as it moves towards a larger role in clean energy production and the investment opportunities that may emerge. Read more
James Inglis-Jones

What does company optimism tell us about the outlook for markets?

James Inglis-Jones explains why rising company optimism is a reason for concern and how this, combined with steep valuations, bodes well for the short side of the Cashflow Solution investment process. Read more
Mike Appleby

IPCC 2021 Summary for policymakers – a few thoughts for investors

This week’s IPCC report was heralded as its starkest warning yet and a code red for humanity. Mike Appleby of the Liontrust Sustainable Investment team explains what this means for investors. Read more
Phil Milburn

Q3 strategy – Reflationary narrative likely to be revived

Concern over the spread of the Delta Covid-19 variant and decelerating economic growth has led many investors to question the reflation trade. Phil Milburn examines whether the theme has come to an end or simply needs a tempering of over-exuberant expectations. Read more
Mayank Markanday

Keeping it real: the case for Real Assets

With Real Assets offering diversification, potential inflation protection and attractive, stable income, Mayank Markanday makes the case for core, long-term exposure within multi-asset portfolios. Read more

Should investors be concerned by inflation?

David Roberts, James Inglis-Jones, Anthony Cross, Martyn Jones and the Multi-Asset team

Recent inflation readings in the US and UK have been above central banks’ target. Is this a sign of things to come or just transitory? What will it mean for markets? Liontrust’s fund managers give their opinion on the latest inflation trends. Read more
James Klempster

Stay the course if you can (but better too early than too late)

There is a library’s worth of books on behavioural economics explaining why investors are driven to buy and sell at the wrong time. James Klempster analyses the evidence for the benefit of remaining invested for the long term and why, if you can’t, being early is better than late. Read more
John Husselbee

A great reset for Multi-Asset?

With a recent report seeking an overhaul for the £billions sat in underperforming multi-asset funds, John Husselbee believes a fundamental shift in mindset is required, away from a short-term relative game towards a focus on meeting client outcomes. Read more
Phil Milburn

Using bonds to create a low-risk absolute return fund

Not all bonds are created equally and when managing a low risk portfolio it is important to find those with the necessary attributes. On the three year anniversary of the Liontrust GF Absolute Return Fund, Phil Milburn breaks down how the GFI team finds opportunities in the current bond market while maintaining low risk exposure. Read more
John Husselbee

Our 2021 SAA review

John Husselbee provides an update on the latest strategic asset allocation review, adding convertibles for the first time. Read more
Mayank Markanday

Emerging markets: opportunities abound but ‘politics matters as much as economics’

Emerging markets remain among the favoured equity options for the Liontrust Multi-Asset team, benefiting from global reflation, a weaker dollar and robust commodity prices. But a ‘region’ that lumps together countries as diverse as China and the Czech Republic requires careful analysis to tease out these opportunities. Read more
Laurie Don

Healthcare investing in a post-Covid world

Laurie Don explains the step change required to treat diseases more effectively and highlights some portfolio holdings innovating in healthcare. Read more
Chris Foster

Saving for a sustainable future

Global retirement funding faces a $400tn shortfall by 2050. Saving for the Future will be a key investment theme in the portfolio of Liontrust ESG Trust PLC (ESGT), whose retail offer closes on 29 June. Read more
John Husselbee

Long-term suitability versus short-term volatility

Strategic asset allocation is the main engine of risk and returns on the Liontrust MA funds. While this can mean performance and portfolios look different to peers short term, with more in gilts and less in credit last year for example, John Husselbee is confident this SAA will continue to ensure long-term suitability across a range of risk profiles. Read more
Peter Michaelis

The world in 2041: accessing innovations for the next 20 years

Since the Liontrust Sustainable Future funds launched in 2001, the world has seen huge change. Peter Michaelis discusses the innovations the next two decades might bring, with the companies providing these at the heart of the Liontrust ESG Trust PLC (ESGT), whose IPO is planned for early July. Read more
Martyn Jones

Encouraging sustainable leisure – introducing our latest theme

Liontrust’s Sustainable Investment team recently added Encouraging sustainable leisure to its list of 21 structural growth trends. Read more
James Inglis-Jones

Anatomy of a value rally: March 2020 – June 2021

James Inglis-Jones looks back at the rally in value stocks over the last year, explains why and how the Cashflow Solution investment process was able to benefit from this trend, and asks whether value outperformance has further to run. Read more
David Roberts

Is the spike in inflation just a blip?

The latest inflation numbers in the UK and US have been higher than expected, but bond investors seem largely unperturbed – David Roberts asks if they have become complacent? Read more
David Roberts

Is the spike in US inflation just a blip?

The latest US inflation numbers have been largely dismissed as transitory by both the market and the Federal Reserve. David Roberts argues that some of the inflationary forces are structural in nature and could require action from the Fed sooner than current market expectations. Read more