Looking back or looking forward? John Husselbee With 1% of S&P 500 companies contributing a third of returns over five years, tech giants have dominated 'market' performance – and that of passive multi-asset funds with a market cap approach to equities. John Husselbee discusses the importance of active asset allocation looking forward and not back and where the Multi-Asset team currently see the opportunities. Read more WATCH: Inflation, stagflation and deflation John Husselbee Is the rise in inflation still transitory and what are the chances of stagflation and deflation? In the latest Liontrust Bite-Size Views, John Husselbee discusses prospects for each of these. Read more WATCH: Outlook for equity markets in 2022 John Husselbee In this Liontrust Bite-Size Views, John Husselbee previews the likely drivers behind equity markets in 2022. Read more 2022 outlook: the perils of futurology John Husselbee With markets growing increasingly detached from fundamentals for most of November, John Husselbee asks if news of the latest Covid variant could administer a sharp dose of reality as we head into 2022. Read more The active argument: patience required John Husselbee John Husselbee responds to new research from Vanguard entitled Patience with Active Performance Cyclicality, discussing its key findings and why it reiterates one of our core messages: the importance of consistency of investment process. Read more A great reset for Multi-Asset? John Husselbee With a recent report seeking an overhaul for the £billions sat in underperforming multi-asset funds, John Husselbee believes a fundamental shift in mindset is required, away from a short-term relative game towards a focus on meeting client outcomes. Read more Our 2021 SAA review John Husselbee John Husselbee provides an update on the latest strategic asset allocation review, adding convertibles for the first time. Read more Long-term suitability versus short-term volatility John Husselbee Strategic asset allocation is the main engine of risk and returns on the Liontrust MA funds. While this can mean performance and portfolios look different to peers short term, with more in gilts and less in credit last year for example, John Husselbee is confident this SAA will continue to ensure long-term suitability across a range of risk profiles. Read more Lessons from 1709’s Great Frost John Husselbee The UK’s 9.9% GDP contraction last year was the worst since 1709, when freezing temperatures brought most of Europe to a halt and the economic fallout lasted more than a decade. John Husselbee explains why the rebound from 2020 will be much faster and why UK equities offer investment opportunities amid global reflation. Read more Price and value: what you pay versus what you get John Husselbee Worries about bubbles in investment markets have focused attention on price and value again. John Husselbee explains the relationship between price and value and the role they play – along with value for money - in managing Multi-Asset funds. Read more How to win by not losing: Play the course, not the opponent John Husselbee Hideki Matsuyama’s victory in the recent Masters shows the importance of playing the course rather than the opponent, and avoiding unforced errors. As John Husselbee reveals, both are equally key to ‘winning the loser’s game’ of investment. Read more Stonks, GameStop and Robinhood – a brave new world of investing? John Husselbee With a struggling video game retailer at the vanguard of major changes to the investment industry, John Husselbee examines what the GameStop revolution could mean for the future of financial markets. Read more How to find real yield in 2021 John Husselbee With ongoing concerns about equity dividends and worsening conditions for bonds, John Husselbee presses the case for real assets as a source of income. Read more Tactical Asset Allocation update: Q4 2020 John Husselbee John Husselbee explains the Multi-Asset team’s current TAA and how this has been impacted by the 4th quarter of 2020, along with an update on their view on Bitcoin. Read more 2020: Words of this unprecedented year John Husselbee John Husselbee tracks the linguistic developments of a year that made the world all too aware of the difference between an epidemic and a pandemic and looks ahead to 2021. Read more FTSE envy: patient investing in action John Husselbee Behavioural finance suggests that avoiding losses is preferred to generating gains but this can be forgotten by investors during sharp market bounces. John Husselbee reviews the benefits of striving to get rich slowly. Read more Multi-Asset: why the past five years is not a guide to the future John Husselbee New research shows multi-asset funds investing purely in passives have outperformed in recent years. John Husselbee highlights the market forces behind this and cautions against assuming it will be the case forever. Read more Revisiting value and small caps John Husselbee After a long period of weaker performance from value and smaller companies, John Husselbee highlights encouraging signs for both in recent months, including an apparent re-emergence of the small-cap premium. Read more Our 2020 Strategic Asset Allocation review John Husselbee SAA is the scientific core of our multi-asset investment approach and John Husselbee runs through the key points from his 2020 annual review. Read more Reading the investment clock John Husselbee With equities rushing far ahead of economic fundamentals into recovery territory, John Husselbee examines his investment clock and asks what the ongoing disconnect might mean for investors. Read more The power of blending fund managers John Husselbee Blending funds and managers is the key extra ingredient in portfolio construction. In this article, John Husselbee interviews two of his UK equity managers to illustrate the benefits of blending. Read more Active versus passive: what lockdown adds to the debate John Husselbee Active and passive funds have performed differently in the downturn and recovery during Covid-19. John Husselbee looks at what this tells us about the best environments for each. Read more Trend reversal? Tactical asset allocation post-Coronavirus John Husselbee As asset allocators consider how best to position portfolios over 2020 and beyond, John Husselbee asks whether recent trends of US, growth and large-cap outperformance will continue. Read more Surviving the Coronavirus bear market: lessons from history John Husselbee As investors consider how best to get through the Coronavirus bear market, John Husselbee looks at what history can teach us. Read more Déjà vu all over again? John Husselbee Boris Johnson manned the sleigh as the world enjoyed a Santa rally at the end of 2019 and the best year for equities since 2009. John Husselbee reviews what led this upturn and analyses what is likely to drive markets in 2020. Read more A case for bonds – why hold a negative-yielding asset class? John Husselbee Amid all the talk of inverted yield curves, why should investors still own bonds? Read more Rather a buyer than a seller be? John Husselbee Why do fund managers tend to be better buyer than sellers and what does that say about investor psychology? Read more Active failings should not give passives a free ride John Husselbee Beware the active bad/passive good narrative growing in the wake of recent controversies. Read more The perils of market timing John Husselbee The best active funds typically owe their performance to a small number of months – so why do so many investors still try to time the market? Read more A case for bonds – why hold a negative-yielding asset class? John Husselbee Amid all the talk of inverted yield curves, why should investors still own bonds? Read more Rather a buyer than a seller be? John Husselbee Why do fund managers tend to be better buyer than sellers and what does that say about investor psychology? Read more Chart Of The Month July 2019 John Husselbee 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 What I learnt from my US visit John Husselbee Following a recent visit to Chicago for the annual Morningstar Investment Conference, John lists his key takeaways from this influential event. Read more Chart Of The Month May 2019 John Husselbee May’s Chart Of The Month shows US outperformance relative to the rest of the world during John Husselbee's 30+ year career. Read more Husselbee on Axa UK Select Opportunities John Husselbee With long-term Axa UK Select Opportunities manager Nigel Thomas retiring this month, John Husselbee explains why he is keeping the fund in his portfolios. Read more Dunn’s Law – more fuel for the active/passive fire? John Husselbee John Husselbee runs the rule over Dunn’s Law, a theory out of the US increasingly used to stoke the active/passive debate. Read more Thoughts on a no deal Brexit John Husselbee John Husselbee, Head of Multi-Asset at Liontrust, has been asked by many clients recently what changes he and Paul Kim will make to their portfolios in the event of a no-deal Brexit. Click here to read what they are telling clients as the clock ticks down towards 11pm on 29 March. Read more How to avoid FOMO investing John Husselbee With fear of missing out tendencies driving investor behaviour over recent years, John Husselbee stresses the importance of ignoring market noise. Read more Jellyfish, roast Turkey and a lucky gold ring John Husselbee John Husselbee surveys the investment landscape as summer draws to a close, with recent months reinforcing the importance of riding out short-term market stings. Read more Why comparing bull markets is baseless John Husselbee With much being made of the S&P 500 hitting its longest ever bull run, John Husselbee considers what this record means and how much further it could go. Read more The beautiful game - tactics for successful fund management John Husselbee With the World Cup kicking off in Russia tomorrow, John Husselbee reveals several insights the beautiful game can offer the world of investing. Read more How our strategic asset allocation is changing John Husselbee John Husselbee lifts the lid on the scientific side of multi-asset investing, outlining the impact of our annual strategic asset allocation review. Read more All eyes on the dollar John Husselbee Tracking the dollar over the next 12 months and beyond will likely give a better perspective on markets than daily newsflow, according to John Husselbee. Read more Time to re-board the value train? John Husselbee John Husselbee highlights a potential opportunity in value stocks this year after a long period out of favour since the financial crisis. Read more Winning by not losing in 2018 and beyond John Husselbee Following another busy asset management conference season, John Husselbee picks out key talking points for the rest of 2018. Read more Thoughts on a long-awaited correction John Husselbee The stock market falls of the past few days appear to be driven by fear of rising inflation and interest rates. John Husselbee provides his thoughts on the long-awaited correction. Read more 2017 in review – and a glance towards 2018 John Husselbee As many predicted, the twin forces of Brexit and Donald Trump have dominated headlines in a year of elections, nuclear sabre rattling and, for the most part, rising markets. John Husselbee looks back at the key events of 2017 and forward to next year – with more Trump, more Brexit and a side order of policy normalisation to keep things exciting. Read more Winning by not losing: parking the fund management bus John Husselbee Defensive tactics in football often come under fire but can form the basis of a title-winning campaign. A key part of our investment approach is winning by not losing, meaning we focus as much on avoiding losses as we do on generating gains, and we believe this can help to produce long-term wealth creation. Read more Is it worth waiting for a correction? John Husselbee Last week’s first interest rate rise in the UK for 10 years was widely trumpeted as a boon for savers, with deposit rates having been pinned close to zero since 2009. Read more The best of times, the worst of times John Husselbee We are living through a time of historic contradictions: political turbulence and yet market highs and low market volatility. John Husselbee analyses four potential triggers that might lead to market falls in the second half of the year. Read more