The Pride | Issue 7
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
The Woodstock of AI
In the first video in this series, Clare Pleydell-Bouverie, CFA and James O'Connor, CFA of the Liontrust Global Innovation team discuss and analyse Nvidia’s latest innovation in AI that was recently revealed at its annual GTC event.
Watch the other videos in this series by clicking below:
Evolution of our sustainable investment themes
Following this year’s annual review, the Liontrust Sustainable Investment team has retired one of their themes and added three new themes to bring the total to 22. In this article, Mike Appleby explains the reasons for the changes and discusses the new themes.
Our views on the UK
领英推荐
In this short video, Imran Sattar and Emily Barnard , portfolio managers of the Edinburgh Investment Trust, discuss the current macroeconomic environment and an example of where they are finding opportunities on attractive valuations in the UK.
India’s general election: the world’s largest democratic vote
India, often described as the world’s largest democracy, is currently going to the polls in what is a weeks-long electoral process on a near-unimaginable scale. As voting progresses over the next few weeks, markets will be keeping a watchful eye, assessing the prospects and scale of a potential Narendra Modi third term. Ewan Thompson , manager of the Liontrust India Fund, discusses what this could mean for the world’s fifth largest economy.
Liontrust Views: Spring 2024
This spring issue of Liontrust Views explains the opportunities to find value among US small caps, which have been overshadowed by the Magnificent Seven, examines whether falling inflation will be a boon for bonds and discusses the outlook for the major asset classes over the rest of 2024.
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.