The active argument: patience required John Husselbee responds to new research from Vanguard entitled Patience with Active Performance Cyclicality, discussing its key findings and why it reiterates one of our core messages: the importance of consistency of investment process. Read more
WATCH - Investment opportunities of opening up With Liontrust Global Equity Fund changing name to Global Innovation Fund, the managers Storm Uru and James Dowey discuss where they are finding investment opportunities as economies have been opening up following the pandemic. Watch here
New Fund Launch - Liontrust GF SF Multi-Asset Global Fund The Irish-domiciled GF Sustainable Future Multi-Asset Global Fund launched on 13 October. Classified as SFDR Article 9, the Fund is managed by the 13-strong Liontrust Sustainable Investment team which has a track record of more than 20 years of managing multi-asset sustainable investment funds. Find out more
Good COP or bad COP – energy transition will still power on While expectation is rising for the imminent COP26 event, whatever happens in Glasgow the impact of the energy transition will continue. Mike Appleby highlights the key developments for investors. Read more
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
Is there value in bond markets? Investors may be asking if there is any value left in the bond market as concerns about inflation and tightening monetary policy have created a tough environment. David Roberts highlights the factors the Global Fixed Income team consider when searching for value and where to look in the current environment. Read more
Rebecca Shelley appointment Liontrust has appointed Rebecca Shelley as a new Non-executive Director."Rebecca has a wealth of experience, knowledge and insights in financial services and at listed companies that will be an invaluable addition for us." Alastair Barbour, Non-executive Chairman, Liontrust Read more
Trading Update "By placing investors at the heart of our business and delivering first-class communication and support, coupled with strong long-term performance, Liontrust has enjoyed another successful three months." John Ions, Chief Executive, Liontrust Read more
Liontrust US Income Fund merger into Liontrust Global Dividend Fund The merger of the Liontrust Income Fund into the Liontrust Global Dividend Fund took place on Friday 8 October 2021. This followed the approval of shareholders of the merger at the Extraordinary General Meeting on Friday 24 September 2021. More about the fund
WATCH - Hydrogen opportunities and the energy transition Hydrogen is seen as an ultra-low carbon fuel of the future. In this short video, Mike Appleby discusses the prospects for hydrogen and where the Liontrust Sustainable Investment team is investing for the energy transition. Watch here
Gross exposure hits highest level since launch The Liontrust GF European Strategic Equity Fund’s gross market exposure has been increased to a record level. James Inglis-Jones highlights the compelling investment conditions the long/short strategy is now calibrated to target. Read more
WATCH - How to spot greenwashing: transparency, honesty and experience With increasing concern about greenwashing, Mike Appleby explains what investors should look for in sustainable investments and where to invest to help mitigate the climate change crisis. Find out more
How we manage your money We believe investment processes are key to long-term performance and effective risk control. More