Why I remain bearish on gilts (despite supportive data) As weak headline data in the UK continue to support gilts, David Roberts explains why he is reluctant to invest in the asset class and predicts more turbulence to come for all things British as Brexit rumbles on. Read more
Reappraising the social networks Given the rapid development of social networks across multiple areas, Mike Appleby says close scrutiny is required to ensure these businesses have a positive impact on society and are suitable for sustainable investors. The answer, for certain names, appears to be no at this stage. Read more
Recent award wins Liontrust had seven funds shortlisted for the Investment Week Fund Manager of the Year Awards on 5 July and was also nominated for Global Group of the Year. The Liontrust Monthly Income Bond Fund won the £ Corporate Bond Fund Award and Liontrust Special Situations Fund was named best UK Growth Fund. Past performance is no indication of future performance. View our awards
Liontrust Trading Update We have released our Trading Update today (12 July 2018) covering the first quarter of the financial year. We had net inflows of £320 million and AuM has now reached £11.4 billion.“The quality of our fund management teams is a key differentiator for Liontrust and means the Company is well positioned to continue to grow.” – John Ions, Chief Executive Read full update
Trade, Italy and QE unwind will remain key in second half of 2018 After a tough first half for most asset classes (apart from US tech stocks and oil), David Roberts looks at prospects for the rest of 2018. Read more
The Cobot revolution Rising interest in robotics has understandably led to concerns about how this innovation might affect the workforce. Simon Clements makes the case for the small but fast-growing collaborative robot space, which work alongside people rather than replacing them while also improving efficiency and safety. Read more
Annual Report & Financial Statements 2018 Read Liontrust Asset Management Plc's Annual Report and Financial Statements 2018 here. Download
Why flexibility is key in current bond markets With interest rates rising and bonds facing a more challenging environment, Stuart Steven and Aitken Ross outline how a flexible fund mandate will be key – especially with short-dated bonds looking unappealing. Read more
Italy – don’t mistake a negotiating tactic for a genuine attempt to leave the euro Long read: Olly Russ analyses how Italy’s EU negotiating tactics have opened up an investment opportunity. Read more
Liontrust Full Year Results 2018 There have been net inflows of £1 billion, the eighth successive year of positive sales. The new financial year has begun well, raising £214 million for the launch of three funds managed by our Global Fixed Income team. This and good flows into other teams has now taken our AuM to £11.3 billion compared to £6.5 billion on 1 April 2017. Read more
Liontrust appoints Head of Institutional Business Liontrust has recruited Frank Doyle for the new position of Head of Institutional Business. Frank Doyle, who is joining Liontrust in September and has more than 30 years of experience, will be responsible for expanding and enhancing the company’s institutional business. Read more
Fragile market outlook no obstacle to investment conviction The Cashflow Solution team has recently completed its annual forensic analysis of European companies’ reports and accounts, identifying ‘fragile market conditions’.With the European Central Bank recently announcing a withdrawal of its bond-buying stimulus later this year, this may seem a concerning state of affairs, but James explains why an uncertain backdrop isn’t necessarily a hindrance. Read more
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