The Pride | Issue 6
Liontrust Asset Management PLC
We seek to help clients enjoy a better financial future through active management and distinct investment processes.
Welcome to the latest issue of Liontrust’s LinkedIn newsletter. This provides you with Liontrust’s latest news, views and insights.
Fund Manager Views
Opportunities from secular growth trends
John Husselbee , Head of Multi-Asset at Liontrust, explains why the cyclical trends of the past few years are returning to more normalised levels and it is structural growth trends that should be driving portfolio construction.
Are the banks still on our side?
In this short video, Phil Milburn ?discusses the likely timing of interest rate cuts in the UK, Europe and the US and the impact on bond markets.
Why World Water Day matters
Around two billion people globally do not have access to safe drinking water. Yet water is essential for life – it’s a unique commodity and it also has a core impact on the way the economy functions. In this article, fund manager Simon Clements CFA ?takes a closer look and discusses why improving the management of water is a key theme for the Sustainable Future investment team.
Why there are plenty of opportunities among UK equities
领英推荐
Imran Sattar and Emily Barnard , managers of the Edinburgh Investment Trust, discuss the outlook for the UK and where they are finding world class businesses on attractive valuations.
Nearshoring offers golden opportunity for Mexican economy
The trade war, pandemic and war in Ukraine have triggered a paradigm shift in how supply chains are managed, with some manufacturing production capacity being reshored and more being relocated to geopolitical allies through nearshoring and friendshoring. Fund manager Thomas Smith, CFA ?takes a look at the unique opportunity that nearshoring presents for the Mexican economy as a broad range of sectors and companies stand to benefit from supply chain reorganisation.?
Community Engagement & Sponsorships
An update on our partnership with ZSL
We were thrilled to see the footage of Asiatic lioness Arya with her three cubs in Land of the Lions at London Zoo last week. With only 600 to 700 Asiatic lions remaining in the wild, this is a fantastic step towards ZSL’s goal of protecting this endangered species. Congratulations to everyone who made this incredible addition to the international conservation breeding programme possible.
Click here to explore more articles, videos, magazines and podcast episodes from the team: Insights | Liontrust Asset Management PLC
Capital at risk. This should not be construed as investment advice.