GF UK Growth Conversion The Resolution to convert the GF UK Growth Fund from a feeder fund into a directly investing fund was passed at the EGM of Shareholders of the Fund on 20 February 2019. This proposal will take effect on 15 March 2019. Read more
Liontrust’s long-term relationships Ahead of Valentine’s Day, our fund managers discuss the long-term relationships they’ve had with companies they invest in and why, even after years together, they still find them attractive. Read more
Fallen angel risk – not all BBB bonds are created equal Recent comments from Big Short guru Steve Eisman about growing risk in the BBB bond space have understandably raised concerns. Jack Willis argues that the increasing size and scope of this sector precludes sweeping judgements and explains how an active approach can sidestep the higher-risk segments. Read more
The materials challenge – from linear to circular While plastic pollution continues to dominate the news agenda, Mike Appleby explains how a more nuanced look at the broader materials sector can potentially reap rewards for investors. Read more
Reconciling eurozone inflation and a German budget surplus David Roberts suggests European Central Bank policy to keep interest rates at emergency levels – despite stable inflation – continues to distort markets. Read more
A Scarce Resource update in three charts Stephen Bailey explains why a mining industry focused on value rather than volume is good news for shareholders. Read more
Will these five stocks hog the limelight in the Year of the Pig? 新年快乐. It’s the Year of the Pig and Mark Williams from the Liontrust Asia Income team discusses five Chinese stocks for the year ahead. Read more
Are we nearly there yet? Bond market reaction to yesterday’s dovish Fed comments suggests this new policy stance is wrong given current data. Wages are rising, inflation near target; Phil Milburn discusses how this is not the time to stop tightening and increases the risk of sharp correction. Read more
How to avoid FOMO investing With fear of missing out tendencies driving investor behaviour over recent years, John Husselbee stresses the importance of ignoring market noise. Read more
Where is the emergency? Following yesterday’s ECB meeting, David Roberts questions why emergency policy rates are needed when Super Mario has our back. Read more
Liontrust Trading Update “Liontrust has continued to generate strong sales, with a successful last three months of 2018 delivering £471 million of net inflows. Liontrust has now recorded net inflows of £1.19 billion since the start of the financial year on 1 April 2018. This has been achieved despite the challenging environment for equities and bonds in the latter part of 2018.” John Ions, Chief Executive. Read More
Liontrust's Seven New Year Opportunities Market turbulence kept investors on their toes at the end of 2018. Amid all the uncertainty, see what opportunities Liontrust fund managers are finding in 2019. Read more
How we manage your money We believe investment processes are key to long-term performance and effective risk control. More