The best of times, the worst of times We are living through a time of historic contradictions: political turbulence and yet market highs and low market volatility. John Husselbee analyses four potential triggers that might lead to market falls in the second half of the year. Read more
Three reasons to be cautious on Australia Mark Williams explains why Amazon’s expansion in Australia is bad news for its retailers and offers some other key reasons for taking a cautious stance on investing in the country. Read more
Liontrust recruits David Roberts and Phil Milburn We announced on 11 August that David Roberts and Phil Milburn are to join Liontrust in early 2018. David is Head of the Fixed Income team at Kames Capital and Phil is Head of Investment Strategy of the team, which has a long track record of managing fixed income funds. Read press release
Is the FDA stubbing out tobacco stocks? Following the FDA’s recent crackdown on Big Tobacco, which saw shares in British American Tobacco and Imperial Brands tumble, Liontrust’s Macro-Thematic team highlight why they have long avoided the sector – and where else investors might look for income opportunities. Read more
Sea of opportunity in Europe has tide turning for earnings Liontrust’s European Income fund managers Olly Russ and Oisin O’Leary speak with Citywire about the good news stories they’re finding in Europe. Watch now
Watch: Why we look for businesses which don’t rely on regulation Neil Brown, co-manager on the Liontrust Sustainable Investment team, speaks to CNBC’s Squawk Box. Watch now
Living in a low-volatility world With the Vix index remaining close to all-time lows, should we prepare for a volatility spike? John Husselbee looks at the history of the Fear index and considers why current political volatility is not showing up in markets. Read more
Seoul searching – why we have increased our Korea exposure Having recently returned from a research trip to Seoul, Mark Williams outlines his key findings and the changes he is making to the Liontrust Asia Income Fund as a result. Read more
Reports of Quality’s death are greatly exaggerated Julian Fosh explains why the Economic Advantage team is sticking with its high quality investment approach despite predictions of its demise at the hands of value investing. Read more
The Asian Financial Crisis: 20 years on The summer of 1997 was historic for Asia. Hong Kong sovereignty was transferred from Britain to China on 1 July and the region was hit by the Asian Financial Crisis. Twenty years on, Mark Williams and Carolyn Chan review the Crisis and the handover, the long-term impact on the region and whether it could happen again. Read more
Interactive fund centre Explore our funds and their performance in detail using our interactive fund centre. Explore now
ATI acquisition Liontrust completed the acquisition of Alliance Trust Investments Limited (ATI) on 1 April 2017. The funds will continue to be managed by what is now called the Liontrust Sustainable Investment team led by Peter Michaelis. Read press release
Two award wins for Liontrust We were proud to win two awards at the 2017 Investment Week Fund Manager of the Year Awards on 6 July; the Liontrust European Growth fund beat strong competition to triumph in the “Europe” category, and we were also named Specialist Group of the Year. Past performance is no indication of future performance. View awards