The Pride | Issue 13

The Pride | Issue 13

Welcome to the latest issue of The Pride, Liontrust’s monthly newsletter. Subscribe for insights and thought leadership from our Fund Managers across teams in Cashflow Solutions, Economic Advantage, Global Equities, Global Fixed Income, Global Fundamental, Global Innovation, Multi-Asset and Sustainable Investment.


Fund Manager views


Who will win from the US Fed playing catch up?

Capital at risk. This should not be construed as investment advice.

The 0.5% rate cut by the US central bank shows that the Federal Reserve was caught offside, argues Mark Hawtin , Liontrust Head of Global Equities . In this article, he explains why markets will remain volatile until the path of the economy is clearer, why there will be a broadening of market leadership and suggests the potential winners from a low-rate environment could include non-profitable tech, ‘power up America’ and active managers.

Read full article here (5 min)

High Yield – more resilient than many realise

Capital at risk. This should not be construed as investment advice.

A drill-down into high yield bond data shows a surprising resilience in returns. While riskier than ‘safe haven’ government bonds, high yield’s lower price sensitivity, greater income and concentrated default risk profile leaves its overall profile looking very appealing according to the Global Fixed Income team . Team Co-Head Donald Phillips guides us through the numbers.

Read full article here (9 min)

An update from India – rapid modernisation in travel and hospitality

Capital at risk. This should not be construed as investment advice.

Following a day of meetings in New Delhi with companies across the travel and hospitality sectors, Ewan Thompson , manager of the Liontrust India Fund , provides an update on a number of key, intersecting themes driving the rapidly modernising Indian economy, namely the ongoing transport infrastructure build out, the premiumisation of consumption alongside rising incomes, and the increasingly sophisticated digital economy.

Read full article here (6 min)

Getting ready for a rotation in markets

Capital at risk. This should not be construed as investment advice.

Liontrust’s Head of Multi-Asset , John Husselbee ,?explains?that even with interest rates now being reduced, the cost of capital will still be higher than over the past decade and why this will lead to greater rotation in equity markets.

Read full article here (9 min)

Company news

Edinburgh Investment Trust Times feature???

In a recent article, The Times recommended Edinburgh Investment Trust as a buy for investors. The article highlights the performance of the Trust, its potential for dividend growth, portfolio and discount. Managed by Imran Sattar and Emily Barnard of Liontrust Asset Management PLC , the Trust takes a total return approach in generating capital growth and income through investing in UK listed stocks and up to 20% internationally.

Capital at risk. This should not be construed as investment advice.



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