Why we’re underweight energy in Russia Russia has made huge strides in recent years away from a reliance on the price of oil. Here, Thomas Smith explains why the team is underweight energy in the Liontrust Russia Fund and where they are finding valuable opportunities. Read more
Alex Wedge to join Liontrust Economic Advantage team The Liontrust Economic Advantage team has recruited Alex Wedge as a trainee Fund Manager. He will join the existing team of Anthony Cross, Julian Fosh, Victoria Stevens and Matt Tonge in mid-March from N+1 Singer, one of the largest dedicated small cap brokers in London. Read more
Déjà vu all over again? Boris Johnson manned the sleigh as the world enjoyed a Santa rally at the end of 2019 and the best year for equities since 2009. John Husselbee reviews what led this upturn and analyses what is likely to drive markets in 2020. Read more
10 bond ideas for 2020 Phil Milburn provides 10 investment opportunities in bonds at a time when fixed income markets are expensive and stock selection remains key. Read more
Living in a digital world Digital technologies account for more greenhouse gas emissions than civil aviation. To address this, Harriet Parker explores the mitigating and financial benefits of outsourced data centres. Read more
Liontrust Trading Update “Liontrust has continued to generate significant growth. We have delivered net inflows of £836 million over the past three months and £2.2 billion since the start of the financial year on 1 April 2019. Net inflows for the past nine months are almost double those of the same period last year.” John Ions, Chief Executive. Read more
10 fixed income trades for the New Year Bond markets delivered strong returns last year against many people’s expectations. What does this mean for finding investment opportunities in 2020? David Roberts offers 10 potential ideas among high-quality sovereign debt. Read more
Should investors in China worry about the Hong Kong protests? Six months of protests in Hong Kong have caused significant economic disruption and highlighted the level of discontent with China’s influence. Mark Williams considers China’s intentions towards Hong Kong and outlines the impact on investors in Chinese equities. Read more
Investing beyond meat Long read: Food and farming are responsible for 25% of global emissions and therefore the need to tackle the impact of meat production on climate change is as important as fossil fuels. Martyn Jones explores some of the alternative options to meat and the opportunities that have grown (or hopped) into the picture for investors. Read more
Will the lower cost of energy fuel global growth? The US became a net exporter of crude oil and refined petroleum products for a full month in September for the first time since the 1940s. Storm Uru explains why and what this means for the economy. Read more
What the Conservative majority means for investors With Boris Johnson and the Conservative Party achieving a large majority in the General Election, Liontrust fund managers provide their initial views and insights on what this means for markets and investments. Read more
UK’s productivity threats and opportunities in three charts Mark Martin, manager of the Liontrust UK Mid Cap and UK Opportunities Funds, explains why those companies who have resisted the siren call of short-termism and reinvested in their businesses are giving opportunity to investors. Read more
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