Liontrust Trading update 7 October 2020 “Liontrust has delivered strong sales and fund performance over the past three months. This has taken net inflows over the past six months to £1.75 billion and our AuMA to £20.6 billion, which will rise to over £26 billion on completion of the acquisition of the Architas UK Investment Business at the end of October. Liontrust has benefited from the focus the business has had over the past 10 years, on areas of investment where we have expertise and on what clients want.” John Ions, Chief Executive, Liontrust Download trading update
Building better cities A citizen of Los Angeles would cut their carbon footprint by 75% by moving to Copenhagen. Peter Michaelis explains why and how innovations can build better cities in which two-thirds of humanity are expected to live by 2050. Read more
A subtle TIP – how Covid has affected inflation expectations With many bonds now expensive after a strong recovery over recent months, more subtle opportunities are required to add value for clients – and David Roberts highlights a recent TIPing point for longer-dated index-linked debt in the US. 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
UK Growth Fund at cheapest level relative to market for a decade Stocks in the UK Growth Fund tend to trade at a premium valuation to the market average. Julian Fosh explains why this is the case and looks at how new portfolio additions have helped pull the premium down to its cheapest point in a decade. Read more
Multi-Asset: why the past five years is not a guide to the future New research shows multi-asset funds investing purely in passives have outperformed in recent years. John Husselbee highlights the market forces behind this and cautions against assuming it will be the case forever. Read more
Liontrust sustainable funds awarded french Label ISR We are proud to announce that the Liontrust GF Sustainable Future Global Growth and the Liontrust GF Sustainable Future European Corporate Bond funds have been awarded the French Label ISR. Find out more
Why income investors shouldn’t run from dividend cuts Dividend cuts and share price falls over the past few months are presenting opportunities for income investors. Storm Uru, manager of the Liontrust Global Dividend Fund, highlights some examples. Read more
What the Fed’s new ‘flexible’ inflation approach means for bond investors The US Federal Reserve has introduced a new policy of flexible average inflation targeting. David Roberts looks at what this means for bond markets and explains whether this is an example of Modern Monetary Theory. Read more
Revisiting value and small caps After a long period of weaker performance from value and smaller companies, John Husselbee highlights encouraging signs for both in recent months, including an apparent re-emergence of the small-cap premium. Read more
High yield: all about that income With 100% of high-yield bond performance driven by income over the last decade, Donald Phillips says this asset class offers an attractive alternative for investors concerned about widespread dividend cuts across equities. Read more
Reacting to changes in credit ratings With BBB debt now accounting for 60% of the investment grade market, close to doubling over the last decade, we are relaxing minimum credit rating restrictions on the Monthly Income Bond Fund. This is designed to ensure flexibility for our Fund and give the managers the best opportunity to perform in future. Read more
How we manage your money We believe investment processes are key to long-term performance and effective risk control. More