Calling for a food and drink revolution Neil Brown on the revolution needed in food and drink, with less than a third of products considered ‘healthy’. Read more
Navigating GDPR – threats and opportunities With the 25 May GDPR deadline fast approaching, Harriet Parker looks at the potential impact of this regulation and the companies best placed to benefit by enhancing digital security. Read more
MSCI A Share inclusion - symbolic rather than significant The Chinese A Share market is one of the biggest in the world. MSCI will be including A Shares in its indices from the end of this month, but Mark Williams believes this move is symbolic rather than significant. Read more
Assessing risk/reward in Argentina and Italy David Roberts assesses risk versus reward in Argentina as it calls in the IMF, and Italy, where a summer election looks increasingly likely. Read more
Carbon exposure: mitigating risks and finding opportunities Liontrust’s Sustainable Future Funds continue to have a considerably smaller carbon footprint than mainstream equity indices. Mike Appleby explains the team’s approach to carbon risk, which involves investing in businesses innovating in the energy space as well as avoiding fossil fuel names. Read more
How to spot Economic Advantage in newly listed companies Victoria Stevens reveals how the team decides whether to invest in Initial Public Offerings (IPOs). Read more
Can Macron usher in a Golden Decade for France? With the French President in the midst of three months of rail strikes, Olly Russ looks at the prospects for Macron’s reform agenda. Read more
How our strategic asset allocation is changing John Husselbee lifts the lid on the scientific side of multi-asset investing, outlining the impact of our annual strategic asset allocation review. Read more
What do 3% US bond yields mean for investors? With US 10-year bond yields breaching the 3% level today (25 April 2018) for the first time since 2014, David Roberts examines what this means for fixed income markets. Read more
Ending plastic pollution – an ocean of opportunity On Earth Day 2018 (22 April), Neil Brown looks at global efforts to address plastic pollution and highlights companies driving innovation in packaging, sustainable plastics and recycling. Read more
Brexit caution should not delay rate hikes Yesterday’s (19 April 2018) comments from Mark Carney suggest an interest rate hike in May is not a done deal. David Roberts argues that with ‘good’ and ‘bad’ Brexit scenarios both ultimately resulting in inflation, rates need to rise. Read more
Liontrust Trading Update It has been a very successful and transformational year for Liontrust. We have delivered £1 billion of net inflows and a 61% growth in our AuM, reflecting the power of both our fund management and distribution capability and the investment we have made in these areas over the past few years. Read full update
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