The Pride | Issue 9
Capital at risk. This should not be construed as investment advice.

The Pride | Issue 9

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


Fund Manager Views

A stock for every season

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

The Cashflow Solution team uses proprietary indicators to designate the prevailing market regime, allowing them to emphasise stocks with the right cash flow characteristics for the environment. Their funds have adopted a range of style tilts over the years, most recently moving underweight to high forecast growth stocks while taking large positions in unloved value companies. Currently, they have balanced portfolios from a style perspective, so have highlighted four top stock picks across a range of cash flow profiles.

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Earnings season analysis

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

The Liontrust Global Innovation team discuss the commitment of the four big tech companies to spend $200 billion on AI infrastructure, what this will be spent on, the potential benefit for investors, the broadening out of the stocks profiting from the rise of AI and which suppliers are growing.

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Investing in the energy transition

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

To celebrate World Environmental Day, Mike Appleby of the Liontrust Sustainable Investment team discusses the rise of renewables and their cost competitiveness with fossil fuels, visits a Spanish olive oil company whose waste is generating electricity and tours a solar farm with 55,000 panels which are helping industrial companies to reduce energy costs.

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Modi 3.0: India’s surprise election result

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

Election results show Narendra Modi has won a third term as India’s prime minister, however his Bharatiya Janata Party (BJP) won by a slimmer margin than many expected. Ewan Thompson , manager of the Liontrust India Fund, comments on the surprise result and how the country could fare under coalition politics after a rare decade of single-party government.

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News

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

Liontrust has strengthened its UK distribution team through the recruitment of Gary Higgs , who has been appointed Business Development Manager covering London and the Channel Islands, and Tina Barwell , who has been appointed Business Development Manager for the South-East of England.

Kristian Cook , Head of UK Distribution at Liontrust, commented: “Gary and Kyle are excellent additions to the Liontrust UK Distribution team. They have strong relationships with clients, great investment knowledge and very good reputations. Gary and Kyle will help us to broaden our client base and continue to enhance the client experience with strong service and regular engagement.

“Gary and Kyle are joining at a time when our activity with clients has never been greater as we present our eight fund management teams and compelling investment opportunities, including through the AI-led technology transformation and attractive valuations available in the UK and sustainable companies.”


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.


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