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Phil Milburn

Kicking the UK’s fiscal tyres

As the UK prepares to go back to the polls on 12 December, Phil Milburn takes a look at the state of government finances and analyses some of the promises we can expect over the weeks of campaigning. Read more
Donald Phillips

10 things everyone should know about high yield bonds

The high yield bond market is currently being ignored by investors, but we believe there are a number of reasons why this asset class should be included in portfolios. In this article, we provide 10 key points to remember about high yield (as well as our own GF High Yield Bond Fund). Read more
Shashank Savla

India’s stockmarket performance at odds with economic slowdown

Indian equities trade at a hefty premium to other Asian equities – one that is not justified by economic trends. With recent GDP data showing the lowest growth rate since 2013, Shashank Savla highlights the reasons for the slowdown and the attempts to reverse this. Read more
Phil Milburn

FRNs – they’ll be there for you

Floating Rate Notes (FRNs) have been a very useful asset management tool for the Global Fixed Income team this year. Phil Milburn looks at the investment characteristics of these bonds and explains why they have been so attractive in 2019. Read more
William Geffen

At what point is a company a “tech” company?

How do you define a tech company? Will Geffen explains how the Global Equity team identifies such companies and why they believe Disney can make investors dreams come true. Read more
William Geffen

The Tech Disrupters: Cars, Frozen and deep data. How Disney became a tech titan

The Liontrust Global Equity team explains Disney’s tech opportunity and why the company has been added to their funds. Read more
Laurie Don

Cannabinoid approval supports GW’s strategy

With GPs now able to prescribe two cannabis-based medicines from GW Pharmaceuticals, Laurie Don runs the rule over this long-term holding in the Liontrust SF Funds. Read more
Phil Milburn

Global Fixed Income Quarterly review – rates valuations remain hard to fathom

The Liontrust Global Fixed Income team are more sanguine about the economic outlook than the consensus view and do not agree with current central bank policy. Phil Milburn explains the reasons for the team’s contrarian views and what this means for their portfolios. Read more
David Roberts

Seven questions to ask a bond fund manager

These are dangerous times for investors in fixed income markets. David Roberts poses seven questions to ask bond fund managers to understand whether their portfolios are positioned to take advantage of the selective opportunities available and to avoid excessive risk in the market. Read more
Neil Brown

Investing in travel’s Silver Bullet

With clear advantages in terms of speed, safety and environmental impact over the increasingly unpopular car, we are barrelling down the tracks towards a new age of the train. Neil Brown looks at companies driving innovation in a sector looking to rejuvenate its image. Read more
Storm Uru

The tech disrupters: How 3D printing shoes has transformed the outlook for Nike

In the first of a new series from the Liontrust Global Equity Team, Storm Uru looks at sport giant Nike, how it’s embracing technological disruption and why your next pair of trainers may be 3D printed based on the latest fashion in Paris. Read more
Jamie Clark

Has the move to ‘value’ started?

Value has enjoyed a sharp rally over the past couple of months. Jamie Clark analyses what has driven this upturn and whether this is the start of a sustained market rotation from growth to value. Read more
Mike Appleby

How to dodge the greenwash – is your fund sustainable?

Mike Appleby suggests a five-point checklist to root out greenwashing as more and more sustainable products come to market. Read more
Olly Russ

Five world-class companies we hold in Europe

The political issues facing Europe often overshadow the strength of its companies. Olly Russ highlights five world-class European companies with famous brands such as Activia, Evian and Tamiflu that are held in the Liontrust European Income funds. Read more
Mark Williams

The US and China: From Ping Pong Diplomacy to Trade Wars

Fundamental ideological differences have defined relations between China and the US since the communist party took control in 1949. Mark Williams takes an in-depth look at the Trump era and examines how stockmarkets have reacted to his Trade Wars. Read more
Mark Williams

China’s 70th anniversary: communism, capitalism and its watershed moment

The People’s Republic of China marked its 70th anniversary on 1 October with the country at a watershed. Mark Williams analyses whether China can successfully transition its economy to generate slower but more sustainable growth. Read more
Shashank Savla

Will India’s corporate tax cuts reignite investment?

India has surprisingly announced corporate tax cuts in an effort to combat its economic slowdown and reignite investment. Shashank Savla analyses the likelihood of success and whether it changes the Liontrust Asia team’s view of India’s stockmarket. Read more
Robin Geffen

Avoiding dividend risk – Imperial Brands

Around 60% of UK equity income funds own Imperial Brands. But Robin Geffen explains why the company is a perfect example of the dangers currently facing income investors: a stock with a high yield and yet a lowly covered dividend. Read more
Stuart Steven

Little value in ‘extremely expensive’ index-linked debt

Despite recent outperformance from index-linked bonds, Stuart Steven highlights an expensive asset class with considerable duration risk and negative returns if held to maturity. Read more
Stuart Steven

QE – what is it good for?

As the European Central Bank announces open-ended money printing from November, Stuart Steven questions the impact of further quantitative easing on the real economy. Read more
Neil Brown

Are we nearing ‘peak car’?

With congestion rising across our cities we look at the investment opportunities arising from a ‘peak car’ world. Read more
Mike Appleby

The realities of a lower carbon world

Insulation, electric cars and a new energy provider: the realities of carbon neutrality. Read more
Donald Phillips

What does the government bond rally mean for high yield?

After the rally in rates markets since late last year, Donald Phillips investigates what we can expect from high yield returns over the coming months. Read more
James Inglis-Jones

Yield curve inversion – why we’re not worried, yet

Are bond markets predicting a recession and a negative environment for equities? James Inglis-Jones explains why proprietary measures of investor anxiety present a brighter outlook. Read more
Mark Williams

Trade Wars – may the force be with you

Donald Trump’s latest tariff delay confirms that trade tariffs can punish US consumers as much as Chinese manufacturers. Mark Williams explains how the Trade Wars have created opportunities to invest in Asian companies with pricing power that can pass tariffs on to buyers. Read more
Stuart Steven

Credit remains attractive despite bumpy Brexit ride

Stuart Steven looks through current macro risks and sees a solid longer term outlook for corporate bonds – although crash helmets might be required in run up to 31 October. Read more
Chris Foster

Will a cashless society pay off?

Debate continues to rage about the diminishing role of cash in society and whether this risks leaving swathes of the population behind. Chris Foster says the shift to digital payment brings net positives overall, highlighting the potential reduction in tax evasion and exposing the shadow economy. Read more
Mike Appleby

The materials challenge – from linear to circular

While plastic pollution continues to dominate the news agenda, Mike Appleby explains how a more nuanced look at the broader materials sector can potentially reap rewards for investors. Read more
Phil Milburn

Quarterly review – stimulus wave continues in ‘bad news is good’ period

Long read: Waves of monetary stimulus continues over a quarter in which we returned to the days of ‘bad news is good’. Read more
Donald Phillips

Transatlantic valuation blues

With central bank manipulation continuing to skew bond markets, Donald Phillips says now is an opportune time to be reducing exposure to European high yield. Read more
Mark Williams

Untangling a web of rate cuts, tariff threats and renminbi retaliation

The most significant events of the past week in Asia for investors are not the ones that have been grabbing the headlines. Read more
Jamie Clark

Eight charts showing the UK yield opportunity

Dividend yield is an important, but often neglected marker of value. Jamie Clark explains why now is an unprecedented moment to buy UK dividend payers. Read more
David Roberts

The Kiwi conundrum

What does a small, flightless bird have to do with markets? Read more
Mike Appleby

Increasing tailwinds behind renewables

With wind and solar now the UK’s cheapest forms of electricity, Mike Appleby posits renewables will be virtually impossible to compete against economically as early as 2025. Read more
David Roberts

730 billion reasons to be cheerful

Following last night’s US rate cut, David Roberts explains why he thinks US policymakers are too pessimistic and reveals that consumers actually have 730 billion reasons to be cheerful”. Read more
David Roberts

Sterling hits new lows - so why is everyone rushing to buy gilts?

As no-deal Brexit concerns push sterling down to fresh lows, David Roberts questions the logic behind the simultaneous rally in UK government bonds. Read more
Mike Appleby

A climate of positive change?

The environmental damage of climate change is the most prominent consequence of the world’s consumption fuelling the unsustainable exploitation of resources. Mike Appleby highlights the other serious impacts of this unsustainable exploitation and the investment opportunities from seeking to tackle these issues. Read more
Phil Milburn

Thinking inside the box

Phil Milburn outlines the latest position on the Liontrust Global Fixed Income funds, a rare ‘box trade’ capturing current pricing anomalies between French and German debt. Read more
Mark Williams

Why we want an economic slowdown in China

Recent news about the economic slowdown in China has added to the negative press since the trade war started. Mark Williams, manager of the Liontrust Asia Income Fund, explains why a slowdown in growth is necessary as China continues its economic rebalancing. Read more
Jamie Clark

The unique value opportunity in the FTSE 100

UK large cap stocks have been unloved of late. Jamie Clark explains why the underperformance of value versus growth and Brexit means it’s time to take a fresh look at companies in the FTSE 100. Read more
John Husselbee

Chart Of The Month

July 2019

In July’s Chart Of The Month we take a look at liquidity. It has quickly become a trending topic post the suspension of Neil Woodford’s Equity Income fund – but the detail is getting lost and we are rapidly approaching ‘liquidity good, illiquidity bad’ territory. Read more
Simon Clements

A digital postcard from San Francisco

As the US celebrates Independence Day, Liontrust’s Simon Clements reflects on his recent visit to the US, and explains how companies such as Paypal are helping make the world a safer and more efficient place. Read more
Mike Appleby

Getting on the right side of the energy transition

Mike Appleby explores the increasing tailwinds behind renewable energy, and what this means for sustainable investment. Read more

Seven stocks to invest in for a cleaner, safer and more efficient economy

Liontrust Sustainable Investment Team

As London Climate Action Week continues, Liontrust’s Sustainable Investment team highlights seven stocks to invest in for a cleaner, safer and more efficient planet. Read more
Jamie Clark

What is liquidity and why does it matter?

The subject of liquidity has returned to the spotlight in recent weeks. In this blog, Jamie Clark explains why liquidity should matter to investors and how the Macro team have approached this risk in their portfolios. Read more
Chris Foster

Will a cashless society pay off?

Debate continues to rage about the diminishing role of cash in society and whether this risks leaving swathes of the population behind. Chris Foster says the shift to digital payment brings net positives overall, highlighting the potential reduction in tax evasion and exposing the shadow economy. Read more
David Roberts

Central banks exacerbate extraordinary bond markets

Following another round of vacillating central bank meetings last week, David Roberts asks whether officials are managing monetary policy to support the economy or simply to boost the value of financial assets. Read more
Donald Phillips

Measuring success in high yield

With the GF High Yield Bond Fund passing its first year anniversary, co-manager Donald Phillips explains why measuring performance against traditional indices has limitations and why the Fund is pursuing a no-junk, anti-thematic approach. Read more
John Husselbee

What I learnt from my US visit

Following a recent visit to Chicago for the annual Morningstar Investment Conference, John lists his key takeaways from this influential event. Read more
Shashank Savla

The early take on Indian elections

As the Indian election results roll in, Shashank Savla gives his take on what they mean for investors. Read more