Fund manager


James Dowey

Why investors can’t ignore disruption

Disruption is impacting every sector, and it is becoming increasingly common to see the destruction of products and business models. James Dowey explains disruption, what is driving this and what makes a good disruptive investment. Read more
James Dowey

The bull and bear cases for the stock market

James Dowey explains the policy measures required to make the bull case for global stock markets and why he believes preventing the bear case is not beyond our capacity. Read more
Robin Geffen

Geffen and Dowey: what we expect from global markets in 2020

Stock markets ended 2019 strongly after a year of political uncertainty and the threat of an escalating trade war between the US and China. In these two short videos, Robin Geffen and James Dowey of the Liontrust Global Equity team provide their outlook for global economic growth and stock markets in 2020, along with why the environment is likely to be more challenging for income investors in the UK. Read more