The Pride | Issue 15

Welcome to the latest issue of Liontrust’s LinkedIn newsletter. This provides you with Liontrust’s latest news, views and insights.

Stock Exchanges Podcast

Episode 1: Domino's - Andrew Rennie

For the first conversation in the Stock Exchanges podcast series, Victoria Stevens tucks into Domino’s, the largest pizza delivery operator in the world. She discovers the secrets of its success from Andrew Rennie, the Chief Executive of Domino’s Pizza Group, the London listed company that holds the master franchise agreement for the UK and Ireland and has over 1,300 mostly franchised stores under its banner.

In the Stock Exchanges podcast, Victoria talks to inspiring entrepreneurs of UK-listed companies who have put their heart and soul into growing and running their businesses. Victoria provides listeners with access to these great businesses leaders by engaging them in conversation to discover how the entrepreneurs have been successful and what motivates them.

Save the first full episode below for your next commute (37 min listen)

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

Fund Manager views

US Election Special Part II

Thanos Papasavvas, CFA and James Klempster discuss what season two of Donald Trump as President is likely to bring in terms of economic policies and politics, and what the effect of these will be on the US and the rest of the world including on inflation and growth.

View the full video below (23 min watch time)

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

Investing alongside science to deliver a sustainable world

Science is not only a foundation for humanity’s progress but also a critical driver for creating strong investment opportunities. Peter Michaelis and Mike Appleby of the Liontrust Sustainable Investment team highlight how tackling global challenges with innovation and collaboration fosters a cleaner, healthier, safer, and more sustainable future ? delivering both ethical impact and the opportunity for strong financial returns.

Read the full article below (11 min read)

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

India's economic and market resilience: a decade of transformation

India's decade of transformation has showcased remarkable economic and market resilience, amid global challenges. Ewan Thompson , manager of the Liontrust India Fund takes a closer look at the key reforms and structural evolution that have enabled India to decouple from both emerging and developed markets, cementing its position on the world’s economic stage.

Read the full article below (11 min read)

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

Liontrust Views - Autumn 2024 issue

Following the much anticipated Budget and Presidential election, this issue looks at the likely impact of the victory by Donald Trump and the Republican Party in Congress and what could be the catalyst for outperformance by the UK given the relatively low valuations on quality companies.

Browse the full magazine here: https://shorturl.at/BpTJF

Click here to explore more articles, videos, magazines and podcast episodes from the team: Insights | Liontrust Asset Management PLC