Be prepared to take the right kind of bond risk With interest rates expected to stay lower for longer than necessary and inflation heating up, Phil Milburn warns that bond investors must take risk in the right places if they are to avoid getting burned. Read more
Liontrust agrees to acquire the Architas UK investment business The Architas UK investment business is an important strategic acquisition for us to meet the growing demand for investment solutions from advisers and their clients over the next few years. Read more
10 trades for the New Year (revisited after six turbulent months) Back in January, David Roberts identified 10 high-quality sovereign trades. Nearly six months later and with the world living with Covid-19, David assesses how successful these trades have been and what they now say about the outlook for bond markets. Read more
Two award wins for Liontrust We were proud to win two awards at the 2020 Investment Week Fund Manager of the Year Awards on 25 June; the Liontrust SF Managed Fund beat strong competition to triumph in the “Managed Growth” category, and the Liontrust SF Managed Cautious Fund came out on top in the "Managed Balanced" category. Past performance is not a guide to future performance. Find out more
Where we see an opportunity in today’s market The proprietary market indicators used by the Cashflow Solution team suggests value stocks in aggregate look exceptionally cheap relative to history. James Inglis-Jones explains why, what else the indicators are telling them and how their funds are positioned to exploit this. Read more
Which countries offer Asia's best income prospects Dividends in Asia are likely to be more resilient to Covid-19 pressures than Western markets. Mark Williams analyses the best income opportunities in the region. Read more
10 macro and micro fixed income trades for summer Active management is largely about taking opportunities and the Global Fixed Income team highlight ten potential alpha sources in their funds for the summer months, across macro trades, investment grade and high yield. Read more
India – between a rock and a hard place India began to lift its lockdown measures in early June. Shashank Savla thinks this risks a substantial rise in infections, which would delay economic recovery and leave Indian equities looking expensive. Read more
Reading the investment clock With equities rushing far ahead of economic fundamentals into recovery territory, John Husselbee examines his investment clock and asks what the ongoing disconnect might mean for investors. Read more
Sustainable Investment Team Engagement & Voting Review 2019 The team has been engaging on key ESG issues for nearly two decades to challenge and encourage companies to manage proactively the wider aspects of their businesses and implement better practices. In the 2019 Review, the team reflects on the impact of their engagement and their priorities for the next few years. Read more
Should 2020’s unpredictability force a sustainable rethink? The terrible events of the first half of the year have further highlighted the issues of social inequality and the parlous state of our natural world. Liontrust’s Peter Michaelis explains why capital markets and competition between companies can serve society to help produce a more sustainable world. Read more
What are the prospects for Sustainable growth in the UK? Following the enforced behavioural changes by Covid-19, Peter Michaelis analyses which UK stocks may benefit from positive structural growth over the long term. Read more
How we manage your money We believe investment processes are key to long-term performance and effective risk control. More