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Mark Hawtin

Head of Global Equities team

About Mark

Mark Hawtin is Head of the Global Equities team. Mark joined Liontrust in 2024 from GAM where he was an Investment Director running global long only and long/short funds investing in the disruptive growth & technology sectors. Before joining GAM in 2008 he was a partner and portfolio manager with Marshall Wace Asset Management for eight years, managing one of Europe’s largest technology, media and telecoms hedge funds. Mark Hawtin previously spent seven years at Enskilda Securities, initially as head of sales, before taking responsibility for the international equity business, overseeing pan-European research and trading activities and around a quarter of the investment banking staff. 

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Nuclear renaissance: where are the opportunities? The West has an aging fleet of nuclear power stations as a consequence of negative public opinion, rising costs and strict regulations since the late 1980s. Kevin Kruczynski explains the factors driving a potential renaissance for nuclear energy and the opportunities for investors.
icon 24 April 2025
Mark Hawtin Mark Hawtin
Q1 2025 comment Mark Hawtin explains why the first quarter of 2025 was like the start of 2022 and why diversification has proved valuable since the start of the year.
icon 24 April 2025
Mark Hawtin Mark Hawtin
Is the auto industry heading the way of flat screen TVs: cheap and commoditised? Chinese consumer electronics makers have rapidly become leading players in EV manufacturing. Mark Hawtin discusses how they have achieved this and what this means for the outlook for the industry and western manufacturers.
icon 24 April 2025
David Goodman David Goodman
As big as AI? Weight loss drugs set to disrupt multiple sectors The growth of weight-loss drugs, which have reached $22.5 billion of annualised sales, will have repercussions for other industries. David Goodman examines which industries are likely to be disrupted and which will benefit economically.
icon 24 April 2025
Mark Hawtin Mark Hawtin
2025 Outlook: where to invest in a more uncertain world Following President Trump’s tariffs announcements and the subsequent market volatility, Mark Hawtin discusses potential investment strategies from here.
icon 24 April 2025
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Mark Hawtin Mark Hawtin
What Trump’s tariffs mean for finding equity winners Trump’s tariffs will have far-reaching and many unintended consequences, including cost problems for iconic US brands, and no one knows what will come next. Mark Hawtin, however, explains why the very strong reactions from stock markets are already showing how active managers will be able to find equity winners.
icon 7 April 2025