Constructing a revolution Design errors on large construction projects can cost millions to fix and waste huge amounts of time. Simon Clements outlines advances in Building Information Modelling (BIM), which is revolutionising how these projects are managed, and the investment opportunities this is presenting. Read more
Assessing the social side of ESG Social is the toughest of the ESG trio to analyse but with growing client demand for data on how companies affect people’s everyday lives, Mike Appleby highlights the team’s developing work with social indicators. Read more
Lehman Brothers – 10 years on: lessons learnt In the third and final instalment of a series marking the 10-year anniversary of Lehman Brothers’ collapse, Liontrust fund managers reflect on the lessons learnt from the Global Financial Crisis (GFC) and how close we are to it happening again. Read more
Opportunities coming down the line for telecoms With the telecoms sector returning to growth, Jack Willis explains why this is one of the favoured areas for the Liontrust Monthly Income Bond Fund and where they are finding investment opportunities. Read more
How we’re playing the video gaming market Liontrust UK Micro Cap co-manager Matt Tonge highlights three companies that are benefiting from the gaming industry’s rapid growth. Read more
How our themes are evolving Every summer, the Sustainable Investment team analyses and challenges all its themes to ensure they can drive performance in the future. Peter Michaelis explains how the latest review has led to the removal of four themes and the addition of two new ones. Read more
Lehman Brothers – 10 years on: the policy response In the second of a three-part series to mark the 10-year anniversary of Lehman Brothers’ collapse, Liontrust fund managers discuss the policy response to the Global Financial Crisis (GFC), the impact on capital markets and the outlook now as the emergency policy measures for developed markets are being withdrawn. Read more
An ocean of opportunity (in fishing nets and carpets) With plastic pollution continuing to dominate headlines, Martyn Jones highlights a recent stock addition to our SF funds that is making waves in the growing area of regenerated materials. Read more
Jellyfish, roast Turkey and a lucky gold ring John Husselbee surveys the investment landscape as summer draws to a close, with recent months reinforcing the importance of riding out short-term market stings. Read more
Trio of concerns start to bite With markets growing jittery as QE fears, Italian debt worries and emerging market selloffs start to bite, David Roberts outlines his current thinking. Read more
Lehman Brothers – 10 years on Ten years on from the collapse of Lehman Brothers, Liontrust’s fund managers look back at the defining moment of the Global Financial Crisis (GFC), how it unfolded, and why it still matters. Here, in the first of a three-part series, our investment teams discuss its impact on the banking sector. Read more
The bittersweet taste of company takeovers Stock-picking success or fund managers’ frustration? Victoria Stevens, fund manager in the Economic Advantage team, takes a look at the sometimes bittersweet experience of takeover approaches on fund holdings. Read more
How we manage your money We believe investment processes are key to long-term performance and effective risk control. More