Insights, views and fund updates

Over the last year or so, there has been a growing investment debate over the prospects for ‘quality’ and ‘value’ investment styles. The concern for some is that shares in high-quality companies have performed very well, and could be vulnerable to a correction relative to ‘value’ stocks. Read more

The Liontrust UK Growth Fund invests in companies with Economic Advantage characteristics across the UK market cap spectrum. We currently have over a third of the Fund invested in small and mid-cap stocks and here I highlight five of the best. Read more

The digital age has exploded onto the scene and changed the world in many ways. Most of us now feel lost if we don’t have our smartphone close to hand, while misplacing it feels a bit like losing an arm. Read more

Having spent the last week visiting the West Coast of the US, I was struck by the innovation and growth of businesses in San Francisco, Silicon Valley, Phoenix, San Diego and Los Angeles. Read more