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Mike Appleby
Improving resilience to natural events
Backing companies that strengthen infrastructure, water systems, and insurance against climate extremes.
Mark Hawtin
What Trump’s tariffs mean for finding equity winners
Trump’s tariffs will have far-reaching and many unintended consequences, including cost problems for iconic US brands, and no one knows what will come next. Mark Hawtin, however, explains why the very strong reactions from stock markets are already showing how active managers will be able to find equity winners.
Phil Milburn
What the US tariffs mean for the global economy and investors
In this Q&A with Phil Milburn, Head of Rates, Multi-Asset team, he explains the tariffs that have been announced, what the economic impact might be, will they lead to inflation, how might central banks respond, and what might they mean for investors
Mark Hawtin
Global market implications of Trump’s new trade agenda
Liontrust’s Mark Hawtin and Vanessa Sinclair examine the implications of Trump’s tariffs for global equity markets and how these will vary between regions and countries
