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Hugo Rogers, Structural Opportunities: Whatever the weather

Following widespread flooding in the UK over much of the Christmas period, extreme weather and its impact remains firmly in the public eye.

As we launch the Liontrust GF Global Water and Agriculture Fund today, the weather – particularly the current El Niño phenomena – is a key consideration as a potentially major driver of change in our market sectors.

Mark Williams: Dissecting the Chinese sell-off

It has been a brutal start to 2016 with China’s two domestic A-share markets -12.0% and -15.8% to 7 January, the Hong Kong listed Chinese companies (HSCEI Index – the closer proxy to the Hong Kong listed Chinese company exposure that we hold) -8.4%, and Australia -7.6% (all measured in GBP). Over the same period, the Liontrust Asia Income Fund has returned -4.1%, compared with the MSCI AC Asia Pacific ex Japan index -6.1%, and MSCI AC Asia ex Japan -5.7%.

Disclaimer

Any opinions expressed should not be construed as advice for investment in any [product or] security mentioned or which may form the underlying content of any topics discussed in this blog.  The information and opinions provided in this blog take no account of the investors’ individual circumstances and should not be taken as specific advice on the merits of any investment decision.   Any opinions or information provided has been based on sources we believe to be reliable at the time of this blog’s preparation: no representation or warranty, express or implied, is made as to the accuracy, reliability or completeness of such information.  Neither Liontrust, nor any of its partners, employees, representatives or agents accepts any liability whatsoever for any direct or consequential loss howsoever arising, directly or indirectly, from any use of our research or its contents.

Liontrust, its partners and/or employees may have had, have or will have positions in the securities (or related financial instruments) which are those referred to, or those underlying the content discussed in this blog.

Any individual who chooses to invest in any securities should do so with caution. Investing in securities is speculative and carries a high degree of risk; you may lose some or all of the money that is invested.  Always research your own investments and consult with a regulated investment advisor or licensed stock broker before investing.

Shares in companies referred to may be relatively illiquid and hard to trade, therefore riskier than other investments and there could be a large bid/offer spread, so if you need to sell soon after you’ve bought, you might get less back than you paid. This can make them riskier than other investments.