A sector-by-sector look at Europe’s worst hit, and most immune, dividend payers Olly Russ takes a sector-by-sector look at the impact of Covid-19 on dividend payments in Europe. Read more
The European dividend outlook This year will be challenging for income investors, but 2021 could see companies free of restrictions and awash with capital. Olly Russ looks at the European dividend outlook. Read more
Why we have invested in IMI The stockmarket setback in March allowed the Economic Advantage team to add a new company to the UK Growth Fund at an attractive price. Fund manager Julian Fosh explains how this high-quality cyclical stock could provide some upside to the eventual economic recovery from Covid-19. Read more
Liontrust Investment Funds I, II & IV and Balanced Fund Annual Report and Accounts The 31 December 2019 report and accounts for the funds as detailed will be published by 5 June 2020. The publication of these reports has been delayed owing to an enhanced review process following the market movements in light of the Covid 19 outbreak. The FCA have extended the publication deadline by an additional two months and we have informed the FCA and the fund trustee/depositary of the delay in publication. Fund literature
Why investors can’t ignore disruption Disruption is impacting every sector, and it is becoming increasingly common to see the destruction of products and business models. James Dowey explains disruption, what is driving this and what makes a good disruptive investment. Read more
GFI Quarterly: Reasons to be cheerful (as well as fearful) Covid-19 uncertainty has lowered confidence in economic forecasts. But Phil Milburn explains why there are reasons to be cheerful as well as fearful and where the team is finding investment opportunities in investment grade and high yield. Read more
The power of blending fund managers Blending funds and managers is the key extra ingredient in portfolio construction. In this article, John Husselbee interviews two of his UK equity managers to illustrate the benefits of blending. Read more
The income case for quality high yield With widespread cuts and suspensions to dividends by equities, Donald Phillips and Phil Milburn propose the quality end of high yield as a potential asset class for income investors. Read more
Silver linings playbook Alex Wedge, fund manager in the Economic Advantage team, takes a look at some of the positive themes emerging in the smaller companies and micro-cap space as companies respond to the Covid-19 crisis. Read more
Can Asia offer shelter from dividend cuts? Mark Williams thinks Asian markets can provide some shelter from the deep dividend cuts affecting markets like the UK. In this blog, Mark explains why Asian dividend payout ratios could prove more stable and earnings more resilient than in other regions. See also...
The distressed, the prudent and the mandated The widespread dividend cuts in the UK over the past two months have fallen into three types. Jamie Clark analyses the distressed, prudent and mandated and what each of these types mean for investors. Read more
Liontrust Sustainable Future Annual Review 2019 The Sustainable team’s newly published Annual Review measures the impact of their investments and analyses the success of their engagement initiatives. Read more
How we manage your money We believe investment processes are key to long-term performance and effective risk control. More