Sector review: A positive case for the UK While global stock markets hit record highs in 2020, the FTSE 100 Index suffered a 14% decline. Jen Causton explains why the Liontrust Multi-Asset team see the UK as a strong bounceback candidate this year and which funds they favour to benefit from this. Read more
Why high yield bonds are an evergreen asset Despite recent rises, government bonds still offer historically low yields. Donald Phillips explains how high yield bonds can provide extra income and ways in which investors can seek to minimise default risk. Read more
Russia: generating growth drivers beyond energy The Russian economy has weathered the pandemic better than many other countries and is making good progress in its vaccination drive. Thomas Smith highlights how investors can benefit from the country’s stability and the broader growth across the economy, including the burgeoning technology sector. 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
Goodbye to an old friend - GW Pharma to leave Sustainable funds after 20 years One of the longest held companies in the Sustainable Future funds is to exit the portfolios with the acquisition of GW Pharma completing in Q2. Peter Michaelis explains how this innovative healthcare business encapsulates what the team look for in sustainable companies. Read more
Liontrust Special Situations: A year of resilience Anthony Cross and Julian Fosh were happy with how the majority of companies in Liontrust Special Situations fared during 2020 and this was reflected in the strong relative performance of the Fund in a turbulent year. Read more
The Year of the Ox: Three themes for growth in China As China has moved from the Year of the Rat to the Ox, the economy is growing at a similar rate to pre-Covid-19 and life has largely returned to normal in much of the country. Ruth Chambers highlights three areas that can drive growth for China over the year ahead. Read more
Stonks, GameStop and Robinhood – a brave new world of investing? With a struggling video game retailer at the vanguard of major changes to the investment industry, John Husselbee examines what the GameStop revolution could mean for the future of financial markets. Read more
Liontrust announces classification of GF Sustainable Future funds under the Sustainable Finance Disclosure Regulation (SFDR) Liontrust’s Ireland-domiciled GF Sustainable Future funds are to be classified as Article 9 under the SFDR that aims to tackle greenwashing. Read more
Six small cap stocks investing in growth for 2021 Companies used stock market listings to access capital for emergencies or to fund acquisitions and investments for growth in 2020. Fund manager Alex Wedge highlights six small and micro cap stocks whose 2021 prospects have been boosted by significant recent investment. Read more
In a world of negative interest rates can bond investors still expect positive returns Global bond yields have been falling for decades, so much so that G7 bonds would now provide you with a negative real return. David Roberts explains how taking a flexible approach to current bond markets can take advantage of the investment opportunities available. Read more
How to find real yield in 2021 John Husselbee looks beyond traditional asset classes to evaluate the role of real assets in providing income in a low yield environment. Read more
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