Fed entering the danger zone With further dovish noises from the Federal Reserve, David Roberts considers the possible consequences of kicking the policy normalisation can down the road. Read more
Why are Chinese stockmarkets this year's top risers? Why are Chinese stockmarkets this year's top risers? Mark Williams takes a look at what has driven China’s standout performance. Read more
Investing to reduce carbon emissions How we generate and consume energy is undergoing huge change but the science is telling us to act ever faster to reduce greenhouse gas emissions. Mike Appleby explains how our Sustainable funds are emitting less carbon than the markets in which they invest and the potential benefits for investors. Read more
Victoria Stevens reflects on three years co-managing Liontrust UK Micro Cap As the Liontrust UK Micro Cap Fund hits its 3 Year Anniversary - and on International Women's Day - co-manager Victoria Stevens reflects on her first three years running investments. Read more
Dunn’s Law – more fuel for the active/passive fire? John Husselbee runs the rule over Dunn’s Law, a theory out of the US increasingly used to stoke the active/passive debate. Read more
Liontrust enhances Sustainable Advisory Committee We have expanded the Sustainable Advisory Committee through the appointment of Valbourg Lie. Read more
GF UK Growth Conversion The Resolution to convert the GF UK Growth Fund from a feeder fund into a directly investing fund was passed at the EGM of Shareholders of the Fund on 20 February 2019. This proposal will take effect on 15 March 2019. Read more
Liontrust’s long-term relationships Ahead of Valentine’s Day, our fund managers discuss the long-term relationships they’ve had with companies they invest in and why, even after years together, they still find them attractive. Read more
Fallen angel risk – not all BBB bonds are created equal Recent comments from Big Short guru Steve Eisman about growing risk in the BBB bond space have understandably raised concerns. Jack Willis argues that the increasing size and scope of this sector precludes sweeping judgements and explains how an active approach can sidestep the higher-risk segments. Read more
The materials challenge – from linear to circular While plastic pollution continues to dominate the news agenda, Mike Appleby explains how a more nuanced look at the broader materials sector can potentially reap rewards for investors. Read more
Reconciling eurozone inflation and a German budget surplus David Roberts suggests European Central Bank policy to keep interest rates at emergency levels – despite stable inflation – continues to distort markets. Read more
A Scarce Resource update in three charts Stephen Bailey explains why a mining industry focused on value rather than volume is good news for shareholders. Read more
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