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Kristof Bulkai: Rise of the robots

Change, like a man going bankrupt, happens slowly, and then very suddenly. Financial markets are notoriously bad at recognizing and pricing fundamental alterations in the competitive, political or technological landscape. Genuine structural change plays out over multiple years, and the winners benefit regardless of the broader economic backdrop. As an investor, I therefore find disruption and change exciting. Change is a major driver of investment returns, capable of creating durable excess profits, as well as long-term winners and losers. Together with my colleagues, Hugo Rogers and Patrick Cadell, we have constructed an investment process around change: The Structural Opportunities Process.

Stephen Bailey: Telecoms - the new equity income addiction sector?

This Easter weekend many of you may be looking forward to a post-lent chocolate binge, the first drink in six weeks, or the more ambitious may have used this traditional period of self-denial as a trigger to permanently quit smoking.

Jamie Clark: Why we’re banking on the Challengers

The contrast in business prospects we see between the large high-street incumbent banks and the newer Challenger Banks has been mirrored in their share price returns over the last year. This is illustrated by the constituent performance breakdown of the FTSE All-Share Banks sector (Figure 1).

Hugo Rogers: Results-heavy first month for Global Water & Agriculture Fund

We launched the Liontrust GF Global Water and Agriculture Fund in January, as a blizzard of companies began reporting fourth-quarter and full-year 2015 results.


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.