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Insights

Discover our latest views and fund updates from across our investment teams

Videos

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Fund manager views

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Mark Hawtin Mark Hawtin
The AI conundrum – build and they will come….maybe?
icon 22 July 2024
AI tunnel
Storm Uru Storm Uru
Semiconductors – taking the world by Storm
icon 22 July 2024
Analytics
Nancy Kondelidou Nancy Kondelidou
Does a brighter future for housebuilding lie ahead? Labour has pledged to build 1.5 million homes and reinvigorate housebuilding in the UK. Could this tackle the decades-long housing crisis?
icon 18 July 2024
Housebuilding

Fund updates

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Fund updates
Liontrust GF SF Multi-Asset Global Fund Q2 2024 review
icon 18 July 2024
Commentaries Sustainable Equity
Fund updates
Liontrust GF SF European Corporate Bond Fund Q2 2024 review
icon 18 July 2024
Commentaries Sustainable Equity
Fund updates
Liontrust GF SF Global Growth Fund Q2 2024 review
icon 18 July 2024
Commentaries Sustainable Equity

Snapshots

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Snapshots
The main parties’ manifestos – what does it mean? Lang Cat have analysed the key policy proposals in the manifestos that will impact advisers and their clients after Thursday’s General Election.
icon 2 July 2024
Houses of Parliament
Snapshots
State of the Advice Nation – what is keeping advice firm owners awake at night? Lang Cat have surveyed advice firms to ask them what is keeping them awake at night.
icon 2 July 2024
British pound
Lionesses Snapshot
The Granolas – Europe’s answer to the Magnificent Seven? Are pharmaceutical stocks Europe’s answer to the tech ‘Magnificent Seven’ in the US? We take a look at a group of stocks dubbed the ‘Granolas’
icon 10 June 2024
Banking Europe

Magazines

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Magazines
Liontrust Views Spring 2024 edition
icon 29 April 2024
LT-Views-Spring-2024-Web-457x457-build01
Magazines
Liontrust Views Winter 2024 edition
icon 22 January 2024
Winter 2024
Magazines
Liontrust Views Autumn 2023 edition
icon 3 November 2023
Liontrust Views Autumn 2023

Podcasts

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Global Infusions Podcast
The Business of Defence
Listen on: Google Podcast
In this episode of Global Infusions, Tom welcomes back Hong to explore the business of defence. From sanctions to drones, the consequences of war are legion.
icon 2 May 2024
Podcast
Global Infusions Podcast
The Business of Nuclear
Listen on: Google Podcast
In this episode, Tom is joined by James to explore the business of nuclear energy. From power plants to uranium mines, the whole industry has entered the limelight and for good reason.
icon 13 March 2024
Podcast
Global Infusions Podcast
The Business of Weight Loss
Listen on: Google Podcast
In this episode, Tom and Hong explore the business of losing weight. From gym subscriptions to new wonder drugs, the industry is changing like never before.
icon 29 January 2024
Podcast