High yield should remain on the radar for 2021 Donald Phillips of the Liontrust Global Fixed Income team says a 4% to 5% base case for high yield bond returns in 2021 stacks up well against other asset classes, with the benefits of non-negotiable interest payments and the team seeking to limit default risk. Read more
Liontrust Trading Update “I am incredibly proud of how the whole Company continues to operate successfully, achieving our strategic objectives through the global pandemic. It is at times like this that adherence to core beliefs and investment processes are vital. Our AuMA has increased to £30.1 billion from £16.1 billion on 1 April 2020.” John Ions, Chief Executive, Liontrust Read full update
Reasons to be Cheerful in 2021 While 2020 was a year that no one will forget, mainly for the wrong reasons, there is cause for optimism in 2021. Liontrust fund managers highlight investment ideas that give them reasons to be cheerful for the year ahead. Read more
Scam emails and websites Occasionally websites appear that pretend to be Liontrust but which do not belong to us and are trying to get hold of your money fraudulently. There have also been recent instances of investors receiving emails from people impersonating Liontrust. We report these websites and emails to the appropriate authorities as soon as we become aware of them. Please beware of this illegal activity and look for liontrust.co.uk in the website name and email address. If you are suspicious of any communication purportedly from Liontrust, please contact us to confirm the website or email is legitimate by emailing us at info@liontrust.co.uk or calling 020 7412 1700. More on online security
Where can income investors go for dividend growth? Despite a bleak outlook for income investors, Storm Uru explains that over the next decade income investing will not be about chasing yield but buying an increasing number of companies that are well-positioned to drive dividend growth for investors. Read more
Ongoing evolution of our Sustainable Investment themes The Sustainable Investment team have added a new leisure theme and updated three others as part of their annual review. Peter Michaelis explains the reasoning behind and opportunities for these themes. Read more
Avoiding the crowd Taking a contrarian investment view may seem like an added risk after all the uncertainty this year but Samantha Gleave explains why investors should consider avoiding the crowds. Read more
12 Myths of Bondmas There are many misconceptions about the bond market and the forces that drive it. In this article, Global Fixed Income team fund manager David Roberts tackles 12 of the biggest current myths of investing in bonds. Read more
Assessment of Value Report “Liontrust takes great pride in the excellence of our investment teams. While fund performance is generally seen by investors as the key measure of whether they are receiving a positive outcome, the value that Liontrust provides our clients extends well beyond this. For this reason, it is with great pleasure that I introduce Liontrust’s first Assessment of Value Report.”John Ions, Chief Executive, Liontrust Read the report
1.5 Degree Transition Challenge: engagement update At the start of 2020, the Liontrust Sustainable Investment team called for all companies within its equity and bond funds to explain how they plan to decarbonise their businesses to limit global warming to 1.5 degrees. Mike Appleby gives a progress report on the engagement activity. Read more
Early detection and ongoing innovation key in cancer fight With many cancers detected too late for treatment, Laurie Don highlights ongoing work in the field of liquid biopsy as the kind of innovation that continues to attract the Sustainable Investment team to the healthcare sector. Read more
Liontrust Half Year Results “I am delighted the momentum of the strong first quarter has continued through the half year. It is a testament to the quality of people at Liontrust, the processes we have in place and our ability to deliver for clients that we have been able to continue to generate large inflows.” John Ions, Chief Executive, Liontrust Read update
How we manage your money We believe investment processes are key to long-term performance and effective risk control. More