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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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Pieran Maru Pieran Maru
AI Agents: Are they the new workforce? Pieran Maru explains what AI Agents are, de-bunks some misconceptions and discusses who the winners and losers might be from their development
icon 24 October 2024
AI agents workforce
Mark Hawtin Mark Hawtin
Making sense of contradictory asset price moves
icon 24 October 2024
Asset classes
Kevin Kruczynski Kevin Kruczynski
The US prescription drug market is ripe for disruption Research reveals that US drug prices are nearly 2.8 times higher than the average in comparable countries primarily due to patent protection and the absence of centralised negotiation capabilities. Kevin Krucynski discusses how to invest in potential disruptors in the market
icon 24 October 2024
US prescription

Fund updates

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Fund updates
Liontrust GF Sustainable Future US Growth Fund Q3 2024 review
icon 29 October 2024
Commentaries Sustainable Equity
Fund updates
Liontrust SF Corporate Bond Fund Q3 2024 review
icon 28 October 2024
Commentaries Sustainable Equity
Fund updates
Liontrust SF European Growth Fund Q3 2024 review
icon 28 October 2024
Commentaries Sustainable Equity

Snapshots

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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
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
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 Summer 2024
icon 15 August 2024
Summer Views
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

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

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