The Pride | Issue 9
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
A stock for every season
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.
Earnings season analysis
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.
Investing in the energy transition
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.
领英推荐
Modi 3.0: India’s surprise election result
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.
News
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.”
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Capital at risk. This should not be construed as investment advice.