Liontrust Half Year Results “I am delighted the momentum of the strong first quarter has continued through the half year. It is a testament to the quality of people at Liontrust, the processes we have in place and our ability to deliver for clients that we have been able to continue to generate large inflows.” John Ions, Chief Executive, Liontrust Read update
The case for sustainable insurance While insurance is unlikely to be the first area that comes to mind for ESG investors, with attractive sustainable credentials, fundamentals and valuations, the sector demands a core position in the SF Bond portfolios. Read more
5 technology trends for a “normal” world Covid-19 prompted an acceleration of technological trends, leading to strong returns for the sector in aggregate. But with a return towards normality likely in the next few months, Will Geffen analyses which of these trends might be sustained. Read more
Vaccine rally highlights value opportunity Value stocks have staged a rally since the positive vaccine news. Sam Gleave argues that the underlying trends for the investment style have been attractive for some time and asks whether this could be the trigger of a regime change for markets. Read more
The value conundrum Value stocks have enjoyed a rally on the back of the announcement of possible Covid vaccines but this follows a decade-long underperformance against growth stocks. We analyse how relevant the traditional value label is in the modern economy. Read more
Our key investment mantras The Liontrust Special Situations Fund celebrated its 15th birthday last week. Anthony Cross reflects on 9 rules and beliefs of investing that have served the Fund and its investors well since 2005. Read more
FTSE envy: patient investing in action Behavioural finance suggests that avoiding losses is preferred to generating gains but this can be forgotten by investors during sharp market bounces. John Husselbee reviews the benefits of striving to get rich slowly. Read more
Three stocks for a post-vaccine world With light at the end of the pandemic tunnel, Storm Uru highlights three companies that are in sectors challenged by Covid-19 and which he believes offer value opportunities. Read more
Assessing banks: focusing on the E and S as well as the G While sustainable analysis of banks has traditionally focused on the governance part of ESG, Stuart Steven highlights growing efforts by many of the sector’s larger names to drive the energy transition via carbon management across their loan books. Read more
Liontrust completes acquisition of the Architas UK Investment Business “The acquisition enables us to offer both risk profiled funds and target risk portfolios, helping advisers to meet their suitability requirements by being able to choose the solution that best addresses their clients’ individual needs for investment and risk,” John Ions, Chief Executive, on Liontrust completing the acquisition of the Architas UK Investment Business. Read more
Liontrust Trading update 7 October 2020 “Liontrust has delivered strong sales and fund performance over the past three months. This has taken net inflows over the past six months to £1.75 billion and our AuMA to £20.6 billion, which will rise to over £26 billion on completion of the acquisition of the Architas UK Investment Business at the end of October. Liontrust has benefited from the focus the business has had over the past 10 years, on areas of investment where we have expertise and on what clients want.” John Ions, Chief Executive, Liontrust Download trading update
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
How we manage your money We believe investment processes are key to long-term performance and effective risk control. More