Liontrust Insights | Liontrust Asset Management PLC

Liontrust Insights

Welcome to Liontrust Insights, where you can discover the latest investment views and ideas of our experienced fund managers.

Here you can read about, watch and listen to our fund managers’ latest views on and insights into economies, markets, sectors, companies and their funds. To receive regular insights and updates from our fund management teams by email, please register here.

Latest insights

Liontrust Insights - Article
Bond markets during a global pandemic
David Roberts, 13 April 2021

David Roberts, Head of Fixed Income at Liontrust, analyses how bond markets have reacted to the pandemic over the past year and what this means for investors. Read more

Liontrust Insights - Article
Success stories in the UK micro cap space
Victoria Stevens, 13 April 2021
Since its launch 5 years ago, a number of stocks have left the Liontrust UK Micro Cap Fund because they have been so successful they have outgrown the portfolio. Victoria Stevens highlights such companies and others that could follow. Read more
Liontrust Insights - Article
Do you really own a bond fund?
David Roberts, 9 April 2021
Bonds are thought of as a relatively stable asset class, which offer diversification from equity risk. But that isn’t always the case. David Roberts explains how some bonds are more closely correlated with equities than the wider bond market and why it is imperative that investors are selective about which bonds they include in their portfolios. Read more
Liontrust Insights - Article
Fixed Income: horses for all courses
James Klempster, 6 March 2021
Concerns about inflationary pressures have prompted a rise in yields and a fall in prices in bond markets this year. James Klempster outlines the outlook for fixed income markets and how they play different roles within our Multi-Asset target risk funds. Read more
Liontrust Insights - Article
Finding the next FAAMGs among global small caps
Robin Geffen, 31 March 2021

Anyone buying 304 shares in Amazon in 1997 for a total cost of around $526 would now be a dollar millionaire. In this article, Robin Geffen highlights how to identify the tech giants of the future. Read more

Liontrust Insights - Article
What does the outperformance of active funds tell us?
Multi-Asset Team, 30 March 2021
Active funds in aggregate have generally outperformed passives over the past year. The Liontrust Multi-Asset investment team examines the reasons for this, what this tells us about the current environment for equities and the positioning of the Multi-Asset funds. Read more
Liontrust Insights - Article
Multi-Asset’s current Tactical Asset Allocation
Multi-Asset Team, 17 March 2021
Will we be enjoying a roaring ‘20s, a return of inflationary pressures and which asset classes offer the greatest investment opportunities? The Liontrust Multi-Asset team provides their latest medium term view of asset classes. Read more
Liontrust Insights - Article
Active stewardship: building trust through integrity
Harriet Parker, 8 March 2021
Harriet Parker explains why engagement is key to driving positive change at companies as well as dealing with controversies. Read more
Liontrust Insights - Article
Sector review: A positive case for the UK
Jen Causton, 4 March 2021
While global stock markets hit record highs in 2020, the FTSE 100 Index suffered a 14% decline. Jen Causton explains why the Liontrust Multi-Asset team see the UK as a strong bounceback candidate this year and which funds they favour to benefit from this. Read more
Liontrust Insights - Article
Why high yield bonds are an evergreen asset
Donald Phillips, 1 March 2021

Despite recent rises, government bonds still offer historically low yields. Donald Phillips explains how high yield bonds can provide extra income and ways in which investors can seek to minimise default risk. Read more

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Past performance is not a guide to future performance. Do remember that the value of an investment and the income generated from them can fall as well as rise and is not guaranteed, therefore, you may not get back the amount originally invested and potentially risk total loss of capital. For a comprehensive list of risks involved in investing in the Funds, please refer to the relevant  Prospectus.

Disclaimer

The information and opinions provided 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. Always research your own investments and (if you are not a professional or a financial adviser) consult suitability with a regulated financial adviser before investing. 

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