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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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James Klempster James Klempster
Kamalanomics or Trump trade? The contest for the next US presidency is gathering momentum. To what extent might the candidates’ economic policies be decisive for investors?
icon 11 September 2024
American flag
Lionesses Storm Uru, Clare Pleydell-Bouverie & James O'Connor
The elusive return on AI investment – it exists Companies driving ahead in the AI innovation race are already seeing benefits and it’s not just the technology giants
icon 9 September 2024
Innovation
James Klempster James Klempster
Turmoil in Japan? Tokyo’s Nikkei fell 25.5% peak to trough in July and August. Have Japanese equities’ fundamentals changed?
icon 27 August 2024

Fund updates

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Fund updates
Liontrust GF Special Situations Fund August 2024 review
icon 12 September 2024
Commentaries Economic Advantage
Fund updates
Liontrust UK Micro Cap Fund August 2024 review
icon 12 September 2024
Economic Advantage
Fund updates
Liontrust UK Growth Fund August 2024 review
icon 12 September 2024
Economic Advantage

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 Summer 2024
icon 15 August 2024
Summer Views
Magazines
Liontrust Views Spring 2024 edition
icon 29 April 2024
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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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