Simon Clements' letter from America As those across the Atlantic gear up for a day of feasting, “football” and family this Thanksgiving Thursday, Simon Clements reflects on his recent trip to the US, and the investment opportunities arising in Boston, Chicago and Milwaukee. Read more
Liontrust Half Year Results 2018 It has been another successful six months for Liontrust. We have had strong sales, increased profits and invested across the Company to enable us to continue our expansion. Read more
Europe acts to tackle single-use plastics Neil Brown highlights boost for companies tackling plastic pollution as European politicians look to ban worst single-use products. Read more
Using the return of volatility to boost income The European Central Bank is due to end its bond-buying programme next month, in what should be an inflection point for market volatility. Find out how Olly Russ is exploiting this volatility to generate extra portfolio income. Read more
Trade war perceptions shift ahead of US mid-terms The US-China ‘trade war’ has become a defining feature of 2018. Mark Williams asks what role next week’s US mid-term elections may have played in the escalation of tensions; explains why recent falls leave markets looking oversold; and takes a look at the longer-term consequences for investing in Asia. Read more
Liontrust's Ghoulish Gallery Trick or treat for investors? We have put together eight scary investment charts for Halloween. If you feel brave enough, brace yourself and enter our fund managers’ ghoulish gallery. Read more
End of the beginning? Does the recent volatility mean this is the end of the beginning or the beginning of the end? Phil Milburn analyses where we are in the market cycle and what this means for investors. Read more
Liontrust Fund Merger The proposed merger of the Liontrust FTSE 100 Tracker Fund into the Liontrust UK Growth Fund was successfully completed on Thursday 25 October. Investors in the Fund will have received a contract note detailing the “switch out” redemption of their Liontrust FTSE 100 Tracker Fund units and the “switch in” of their new holding in the Liontrust UK Growth Fund. Read more
Managing funds in a more volatile market Global bond markets are experiencing increased volatility and therefore the heightened potential for macro shocks. Stuart Steven, co-manager of the Liontrust Monthly Income Bond Fund, explains the tools that can be used to seek to manage volatility and mitigate against macro shocks. Read more
Liontrust Trading Update “This has been another strong six months of sales with net inflows of £723 million over this period and £403 million over the past three months alone. Particularly pleasing is the fact that the flows into Liontrust funds are coming from a broader spread of clients and into an expanding number of strategies,” John Ions, Chief Executive. Read More
Why the bond sell-off is good news for value investors Rising bond yields are leading to nascent signs of recovery in Europe’s unloved ‘value’ stocks. This is good news for investors – such as us – with a portfolio tilt towards traditional value sectors like financials. Read more
Why we continue to avoid Italy Any investors shorting Italian government bonds will have suffered during September. David Roberts explains that while Italian debt will begin to look attractive again, he is yet to start investing. Read more
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