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THE FUTURE STRATEGIST

NEWSLETTER | Q1 2025 | PUBLISHED APRIL 2025
Past performance does not predict future returns. You may get back less than you originally invested. Reference to specific securities is not intended as a recommendation to purchase or sell any investment.

Q1 2025 comment

Mark Hawtin, Head of Global Equities team

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.

Meet the tea

Is the auto industry heading the way of flat screen TVs: cheap and commoditised?

Mark Hawtin, Head of the Global Equities Team

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.

Meet the tea

As big as AI? Weight loss drugs set to disrupt multiple sectors

David Goodman, Fund Manager, Global Equities team

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.

Meet the tea

Nuclear renaissance: where are the opportunities?

Kevin Kruczynski. Fund Manager, Global Equities Team

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.

Meet the tea

India: digital innovation drives grocery retail

Ewan Thompson, Fund Manager, Global Equities Team

Following his recent trip to Mumbai, Ewan Thompson reports on the rapidly expanding Indian quick commerce market, how many players can prosper and the best way for investors to benefit.

Meet the tea

2025 Outlook: Where to invest in a more uncertain world

Mark Hawtin, Head of the Global Equities Team

Following President Trump’s tariffs announcements and the subsequent market volatility, Mark Hawtin discusses potential investment strategies from here.

Meet the tea

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KEY RISKS & DISCLAIMER

Non-UK individuals: This document is issued by Liontrust Europe S.A., a Luxembourg public limited company (société anonyme) incorporated on 14 October 2019 and authorised by and regulated as an investment firm in Luxembourg by the Commission de Surveillance du Secteur Financier (“CSSF”) having its registered office at 18, Val Sainte Croix, L-1370 Luxembourg, Grand Duchy of Luxembourg and registered with the Luxembourg trade and companies register under number B.238295.

UK individuals: This document is issued by Liontrust Investment Partners LLP (2 Savoy Court, London WC2R 0EZ), authorised and regulated in the UK by the Financial Conduct Authority (FRN 518552) to undertake regulated investment business.

It should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Examples of stocks are provided for general information only to demonstrate our investment philosophy. The investment being promoted is for units in a fund, not directly in the underlying assets.

This information and analysis is believed to be accurate at the time of publication, but is subject to change without notice. Whilst care has been taken in compiling the content, no representation or warranty is given, whether express or implied, by Liontrust as to its accuracy or completeness, including for external sources (which may have been used) which have not been verified.

This is a marketing communication. Before making an investment, you should read the relevant Prospectus and the Key Investor Information Document (KIID) and/or PRIIP/KID, which provide full product details including investment charges and risks. These documents can be obtained, free of charge, from www.liontrust.co.uk or direct from Liontrust. If you are not a professional investor please consult a regulated financial adviser regarding the suitability of such an investment for you and your personal circumstances.