Credit remains attractive despite bumpy Brexit ride Stuart Steven looks through current macro risks and sees a solid longer term outlook for corporate bonds – although crash helmets might be required in run up to 31 October. Read more
Liontrust's Phil Milburn reviews Q2 in bonds Long read: Waves of monetary stimulus continues over a quarter in which we returned to the days of ‘bad news is good’. Read more
Transatlantic valuation blues With central bank manipulation continuing to skew bond markets, Donald Phillips says now is an opportune time to be reducing exposure to European high yield. Read more
Untangling a web of rate cuts tariff threats and renminbi retaliation The most significant events of the past week in Asia for investors are not the ones that have been grabbing the headlines. Read more
Eight charts showing the UK yield opportunity Dividend yield is an important, but often neglected marker of value. Jamie Clark explains why now is an unprecedented moment to buy UK dividend payers. Read more
The Kiwi conundrum David Roberts looks at what a small, flightless bird has to do with markets. Read more
730 billion reasons to be cheerful Following last night’s US rate cut, David Roberts explains why he thinks US policymakers are too pessimistic and reveals that consumers actually have 730 billion reasons to be cheerful. Read more
Liontrust to acquire Neptune “Neptune is a great acquisition for Liontrust and will broaden our fund range and investment skills in areas where there is strong demand. This will take our AuM to £17 billion and allow Robin Geffen and the rest of the Neptune team to focus on managing funds and not run a business.” John Ions, Chief Executive Read more
Sterling hits new lows - so why is everyone rushing to buy gilts? As no-deal Brexit concerns push sterling down to fresh lows, David Roberts questions the logic behind the simultaneous rally in UK government bonds. Read more
A climate of positive change? The environmental damage of climate change is the most prominent consequence of the world’s consumption fuelling the unsustainable exploitation of resources. Mike Appleby highlights the other serious impacts of this unsustainable exploitation and the investment opportunities from seeking to tackle these issues. Read more
Thinking inside the box Phil Milburn outlines the latest position on the Liontrust Global Fixed Income funds, a rare ‘box trade’ capturing current pricing anomalies between French and German debt. Read more
Why we want an economic slowdown in China Recent news about the economic slowdown in China has added to the negative press since the trade war started. Mark Williams, manager of the Liontrust Asia Income Fund, explains why a slowdown in growth is necessary as China continues its economic rebalancing. Read more
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