What if the fiscal forecasts are wrong? Projections of government spending and debt-to-GDP ratios are a key influence on bond yields. But what if they are wrong? David Roberts challenges some of these forecasts and highlights the bonds that could prove to be most mispriced. Read more
European insurance – the ‘boring’ sector making premium returns European insurance may not be deemed to be exciting or glamorous but it has been the best performing sector since March 2009. Olly Russ explains what has driven these strong returns and why he still favours the European insurance sector. Read more
An end to NIRP? In January, Sweden’s government bonds moved back to zero after five years in negative territory. David Roberts analyses the impact of the NIRP and whether this might signal the end of negative interest paying bonds. Read more
Unbottling the gene genie Gene therapy has the potential to transform the healthcare sector of the future. Laurie Don explains how, and what are the opportunities for investors. Read more
Geffen and Dowey: what we expect from global markets in 2020 Stock markets ended 2019 strongly after a year of political uncertainty and the threat of an escalating trade war between the US and China. In these two short videos, Robin Geffen and James Dowey provide their outlook for global economic growth and stock markets in 2020, along with why the environment is likely to be more challenging for income investors in the UK. Watch videos
The ESG effect on bonds The Liontrust Sustainable Future Corporate Bond Fund has never had exposure to oil, coal, mining, autos (internal combustion engine), nuclear or tobacco companies. Aitken Ross explains how investing in bonds of companies that benefit society and the environment can enhance returns and reduce volatility. Read more
Liontrust Sustainable team challenges companies on zero carbon emissions strategy Liontrust Sustainable Investment team challenges companies on zero carbon emissions strategy. The team asks how and when they will decarbonise their businesses. Read more
Sizing up the Smaller Companies opportunity in 2020 Matt Tonge explains what drove last year’s very healthy small cap returns and takes a look at what investors should expect from 2020. Read more
Why we’re underweight energy in Russia Russia has made huge strides in recent years away from a reliance on the price of oil. Here, Thomas Smith explains why the team is underweight energy in the Liontrust Russia Fund and where they are finding valuable opportunities. Read more
Alex Wedge to join Liontrust Economic Advantage team The Liontrust Economic Advantage team has recruited Alex Wedge as a trainee Fund Manager. He will join the existing team of Anthony Cross, Julian Fosh, Victoria Stevens and Matt Tonge in mid-March from N+1 Singer, one of the largest dedicated small cap brokers in London. Read more
Déjà vu all over again? Boris Johnson manned the sleigh as the world enjoyed a Santa rally at the end of 2019 and the best year for equities since 2009. John Husselbee reviews what led this upturn and analyses what is likely to drive markets in 2020. Read more
10 bond ideas for 2020 Phil Milburn provides 10 investment opportunities in bonds at a time when fixed income markets are expensive and stock selection remains key. Read more
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