Why we’ve raised our net exposure The Liontrust GF European Strategic Equity Fund has almost doubled its market exposure from 35% to 67%. James Inglis-Jones and Samantha Gleave explain what has driven this change. Read more
Has the Fed taken away the punchbowl Following interest rates being kept on hold last night, markets reacted strongly to the Chair of the Federal Reserve, Jerome Powell, reiterating his view that the next move will be data dependent and they could go up or down. David Roberts looks at whether this changes anything for markets and investors. Read more
Investing towards a net zero emissions world The government’s official advisers, the Committee on Climate Change (CCC), have recommended this morning that the UK’s greenhouse gas emissions should fall to net zero by 2050. Mike Appleby explains the implications for investors. Read more
Increasing tailwinds behind renewables With wind and solar now the UK’s cheapest forms of electricity, Mike Appleby posits renewables will be virtually impossible to compete against economically as early as 2025. Read more
Sustainable Annual Review 2018 This report showcases the key themes our Sustainable Investment team invests behind, the positive impact aligned companies have on our world and the engagement work of the team. Read more
Where next for interest rates in the US, Europe and UK? With the direction of interest rates looking very much up in the air, we asked some of our fund managers what we should expect from US, European and UK central banks this year. Read more
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
How we manage your money We believe investment processes are key to long-term performance and effective risk control. More