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
Job gains mean higher rates are coming Future rate rises shouldn’t really be a surprise given recent job market strength. So why then did markets react so strongly to yesterday’s (14 September) statement from the Bank of England? Jamie Clark takes a look at the investor biases which are driving this reaction, and explains how he and Stephen Bailey have positioned the Macro-Thematic funds for higher rates. 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
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
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