Eight investment lessons from Game of Thrones Millions of people will be gripped by the battle for the Iron Throne in the final season of Game of Thrones. As the fantasy saga enters its final phase, Liontrust fund managers highlight eight investment lessons from key characters in Westeros. Read more
The world’s largest democratic exercise - what it means for investors As 600 million people go to the polls in the largest democratic exercise ever undertaken, Shashank Savla looks at the impact of Indian elections for investors in Asia. Read more
Liontrust Trading Update “It has been a successful year for Liontrust. Our AuM has increased by 21% to £12.7 billion, which has been driven by record net inflows of £1.8 billion.” John Ions, Chief Executive. Read more
Three reasons why UK rates are still heading higher Markets are only pricing in a one-in-five chance of a UK interest rate rise in the next year. Jamie Clark explains why he still expects rate hikes. Read more
Looking through a zombie apocalypse With growing focus on the so-called ‘zombie’ end of the high yield market, kept alive by years of loose monetary policy, Donald Phillips considers the impact on the sector – and the opportunity – if these walking dead were wiped out. Read more
The winners and losers from 20 years of the euro Long read: The euro reaching the age of 20 has slipped under the radar amid the ongoing Brexit saga. Olly Russ analyses whether the single currency has been a success or if the Cassandra voices warning of trouble ahead were right after all, and he looks at which countries have been the winners and losers from the euro. Read more
Ten trades to put a spring in your step Ahead of the first anniversary of the Liontrust Strategic Bond and GF Strategic Bond Funds, David Roberts outlines 10 trades where he sees opportunities for investors over the coming months. Read more
How ‘Brexit discount’ has created a margin of safety in shares of UK banks Since the EU referendum, domestically focused UK shares have underperformed more international businesses by around 30%. Jamie Clark explains why this ‘Brexit discount’ has created an opportunity in UK banks. Read more
Staying overweight Thailand despite electoral chaos Thailand has been hit by political turmoil in the country’s first national elections since a military coup in 2014. But Carolyn Chan explains why the Liontrust Asian Income Fund is sticking to its overweight exposure of 8.8% and remains confident about domestic growth. Read more
Aligning our funds with the UN Sustainable Development Goals The UN’s Sustainable Development Goals (SDGs) are a comprehensive way of thinking about and reporting on sustainable investing. Mike Appleby explains how the Liontrust Sustainable Investment team aligns its themes with the SDGs and the impact of doing so. Read more
This is what it sounds like when doves coo Having warned of ‘screaming markets’ under over-zealous Fed tightening, Phil Milburn analyses the friendlier noises emanating from the newly dovish central bank and the opportunities in such an environment. Read more
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
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