Two further award wins for Liontrust We were honoured to win two awards at the FT Adviser 100 Club Awards 2017 last week. The Liontrust GF European Strategic Equity Fund was awarded best Absolute Return Fund, and Liontrust was named Best Small to Mid Investment Group.Past performance is not a guide to future performance. More
Liontrust Trading Update We announced our Half Year Trading Update for the six months to 30 September 2017 on 11 October 2017. “We have delivered another two quarters of positive net inflows in the first half of our financial year, totalling £178 million and increasing our AuM to £9.8 billion (9 October 2017). In the six months since we completed the acquisition of Alliance Trust Investments (“ATI”), its assets have grown by more than 10% to £2.8 billion.” John Ions, Chief Executive. Read full update
How we are playing the interest rate inflexion Jamie Clark highlights three Macro-Themes which he believes are set to benefit from higher UK interest rates. Read more
Banking on European growth Nordea’s decision to relocate from Sweden to Finland has two important implications for investors in the sector: first, banks are once again welcomed by governments following their post-crisis fall from grace; secondly, and consequently, the Europe-wide trend for higher tax and capital requirements may have finally met effective resistance from bank management. Read more
What does the BoE’s rate hint mean for stock pickers? The Bank of England has today (14 September) indicated that rates could rise sooner than had been expected. Samantha Gleave analyses what policy tightening means for bottom-up stock-picking investors. Read more
Liontrust appoints new non-executive director We have announced the appointment of a new non-executive director to our board, Sophia Tickell. Read more
3 success stories and 3 to watch Eighteen months on from the Fund’s launch, Matt Tonge takes a look at three ‘success stories’ which have already graduated from the micro cap space and highlights three ‘ones to watch’ from the companies the team has bought so far this year. Read more
Is China’s debt “dangerous”? Should investors be worried by the IMF’s warning on ”dangerous" levels of debt in China or is there more to this story than the headlines suggest? Mark Williams, manager of the Liontrust Asia Income Fund, responds to the IMF report. Read more
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