Scam emails and websites Occasionally websites appear that pretend to be Liontrust but which do not belong to us and are trying to get hold of your money fraudulently. There have also been recent instances of investors receiving emails from people impersonating Liontrust. We report these websites and emails to the appropriate authorities as soon as we become aware of them. Please beware of this illegal activity and look for liontrust.co.uk in the website name and email address. If you are suspicious of any communication purportedly from Liontrust, please contact us to confirm the website or email is legitimate by emailing us at info@liontrust.co.uk or calling 020 7412 1700. More on online security
What the Fed’s new ‘flexible’ inflation approach means for bond investors The US Federal Reserve has introduced a new policy of flexible average inflation targeting. David Roberts looks at what this means for bond markets and explains whether this is an example of Modern Monetary Theory. Read more
Revisiting value and small caps After a long period of weaker performance from value and smaller companies, John Husselbee highlights encouraging signs for both in recent months, including an apparent re-emergence of the small-cap premium. Read more
High yield: all about that income With 100% of high-yield bond performance driven by income over the last decade, Donald Phillips says this asset class offers an attractive alternative for investors concerned about widespread dividend cuts across equities. Read more
Reacting to changes in credit ratings With BBB debt now accounting for 60% of the investment grade market, close to doubling over the last decade, we are relaxing minimum credit rating restrictions on the Monthly Income Bond Fund. This is designed to ensure flexibility for our Fund and give the managers the best opportunity to perform in future. Read more
Recent fundraisings as much a sign of proactivity as panic Fund manager Alex Wedge takes a look at recent fundraisings by the Economic Advantage team’s smaller companies and finds that - contrary to what might be expected – the majority are using disruption to the business landscape to accelerate market growth opportunities. Read more
Febelfin Sustainability Label The Liontrust GF Sustainable Future Global Growth Fund has just been awarded the prestigious Febelfin sustainability label, which recognises sustainable and socially responsible financial products in Belgium. Find out more
Finding the FAANGs of the future The growth of mega tech companies has led the US market and accelerated due to Covid-19. Robin Geffen examines whether global small caps offer more attractive opportunities and the mega tech companies of the future. Read more
PRI 2020 Assessment Report Liontrust is delighted to achieve a A+ Rating from PRI for Governance & Strategy and an overall A rating for our direct and active ownership modules for the second year in a row. Read more
Europe and the Hamiltonian Moment Europe’s recent stimulus had echoes of Alexander Hamilton’s reforms in the 18th century. European Income Fund Manager Olly Russ explains what the reaction has been to the package and the likely impact for the European economy. Read more
Liontrust Sustainability Report 2020 Liontrust’s first-ever Sustainability Report provides detailed information about how the business is managed to ensure we have a positive impact on clients, stakeholders and society. This includes being a responsible investor, doing our part on climate change, developing a diverse and talented staff, and being a good corporate citizen. Find out more
Why low-cost gyms remain fit for our funds post Covid-19 Despite concerns about how quickly people will return to the UK’s freshly reopened gyms, Martyn Jones believes a few low-cost disruptors, with their cheaper fees and flexible membership, will increasingly dominate the market. Read more
How we manage your money We believe investment processes are key to long-term performance and effective risk control. More