The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds.
Tag: Liontrust
What do the conflicting signals of the bond market mean for investors?
Having priced in both rate cuts and a buoyant outlook for growth earlier this year, have bond markets now gone too far the other way?
Will the year of the dragon herald better times for China?
James Klempster of Liontrust and Andrew Mattock of Matthews Asia explain what investors should expect from Chinese equities this year.
HEAD-TO-HEAD: Janus Henderson versus Liontrust
FSA compares the Janus Henderson – Horizon Global Sustainable Equity fund and the Liontrust Sustainable Future Global Growth fund.
Is China a ‘dead weight’ in emerging market equity funds?
China is down 16.9% so far this year, and accounts for 30% of the MSCI Emerging Markets index.
Liontrust agrees to buy GAM for an ‘extraordinarily cheap’ £96m
The proposed takeover will create a business with £53bn AUMA.
The FSA Spy market buzz – 5 May 2023
Cash Cows, Liontrust buys GAM, Vanguard and negative TV, Janus Henderson and the bond market, thematic investing’s steep recovery path, ChatGPT reaches 100 million, wisdom, Ferraris and much more.
Pictet latest to suspend Russia fund
The suspension will be lifted “as soon as market conditions allow”.
Time to buy Japanese equities?
Corporate debt is fairly low and companies, on the whole, are managed sensibly and conservatively, according to analysts.
