UK’s productivity threats and opportunities in three charts Mark Martin, manager of the Liontrust UK Mid Cap and UK Opportunities Funds, explains why those companies who have resisted the siren call of short-termism and reinvested in their businesses are giving opportunity to investors. Read more
10 things everyone should know about high yield bonds The high yield bond market is currently being ignored by investors, but we believe there are a number of reasons why this asset class should be included in portfolios. In this article, we provide 10 key points to remember about high yield (as well as our own GF High Yield Bond Fund). Read more
India’s stockmarket performance at odds with economic slowdown Indian equities trade at a hefty premium to other Asian equities – one that is not justified by economic trends. With recent GDP data showing the lowest growth rate since 2013, Shashank Savla highlights the reasons for the slowdown and the attempts to reverse this. Read more
Liontrust expands distribution in Iberia Liontrust has recruited Gonzalo Thomé to enhance the company’s distribution in Spain, Portugal and Andorra. Read more
FRNs – they’ll be there for you Floating Rate Notes (FRNs) have been a very useful asset management tool for the Global Fixed Income team this year. Phil Milburn looks at the investment characteristics of these bonds and explains why they have been so attractive in 2019. Read more
Liontrust Half Year Results 2019 "Net inflows for the last six months were £1.4 billion, which were nearly double for the same period last year. Liontrust had the third highest total net onshore sales in the UK in the third quarter of 2019, according to the Pridham Report." Read more
The Tech Disrupters: Cars, Frozen and deep data. How Disney became a tech titan The Liontrust Global Equity team explains Disney’s tech opportunity and why the company has been added to their funds. Read more
Cannabinoid approval supports GW’s strategy With GPs now able to prescribe two cannabis-based medicines from GW Pharmaceuticals, Laurie Don runs the rule over this long-term holding in the Liontrust SF Funds. Read more
Liontrust to launch global sustainable fund Liontrust is to broaden its sustainable investment offering to European fund buyers through the launch of the Irish-domiciled GF Sustainable Future Global Growth Fund on 12 November 2019. Read more
Seven questions to ask a bond fund manager These are dangerous times for investors in fixed income markets. David Roberts poses seven questions to ask bond fund managers to understand whether their portfolios are positioned to take advantage of the selective opportunities available and to avoid excessive risk in the market. Read more
Investing in travel’s Silver Bullet With clear advantages in terms of speed, safety and environmental impact over the increasingly unpopular car, we are barrelling down the tracks towards a new age of the train. Neil Brown looks at companies driving innovation in a sector looking to rejuvenate its image. Read more
How 3D printing shoes has transformed the outlook for Nike In the first of a new series on tech disrupters from the Liontrust Global Equity Team, Storm Uru looks at sport giant Nike, how it’s embracing technological disruption and why your next pair of trainers may be 3D printed based on the latest fashion in Paris. Read more
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