Liontrust Radio

John Husselbee discusses recent upheavals in the market, what it means for his portfolios and why patient investing remains the watchword

Fixed income markets are expensive, investors are buying negative yielding bonds and there are worries about liquidity. David Roberts and Phil Milburn of Liontrust explain why there is not only still a role for bonds in client portfolios but the opportunity for alpha has arguably never been greater. David and Phil discuss where these opportunities are in fixed income markets, especially high yield, and how investors can take advantage of them. View the webinar here: https://www.brighttalk.com/webcast/706/387326?utm_source=Liontrust&utm_medium=brighttalk&utm_campaign=387326  

In his first podcast of 2020, John Husselbee runs the rule over the Coronavirus, Brexit transition and the latest adventures of President Trump.

Natural rubber is all around us – in our car tyres, medical supplies, shoes and even yoga mats. But is it produced sustainably? In this podcast, Liontrust’s Mike Appleby and Eleanor Spencer of the Zoological Society of London (ZSL) discuss how investors and other stakeholders can help to ensure increased transparency and better practices in the natural rubber supply chain. ZSL’s inaugural assessments of companies in the natural rubber sector can be explored on the SPOTT website: https://www.spott.org/natural-rubber/

In this Christmas special, Phil Milburn looks at what is in store for fixed income investors in 2020 via the 12 days of Christmas. Don’t worry, no singing was used or hurt in the making of this podcast.

Phil Milburn analyses the impact of central banks’ unconventional monetary policies on markets and investors in the latest episode of the Shaken and Stirred podcast.

John Husselbee analyses recent Brexit developments, inverted yield curves and the ongoing fallout from high-profile fund closures in the UK.

Phil Milburn analyses the latest rate cut in the US, the repo spike, QE in Europe and what they say about economic prospects and fixed income markets.

How can conservation and your money help to reduce C02 emissions to zero? Eleanor Spencer and Mike Appleby discuss the work of the Zoological Society of London (ZSL) in protecting tropical forest commodity sectors and the role of sustainable investment in helping companies that fight climate change.

Is the global economy on a slowdown? Where now for rates in the US, UK and Europe? What does this mean for investors? Phil Milburn tackles these issues

John Husselbee offers a view from the boundary as he delivers six similarities between investing and cricket.

In the second of a two-part episode, John Husselbee reveals more of the major talking points from his recent visit to the Morningstar Investment Conference in Chicago.

Fresh from visiting Chicago for the Morningstar Investment Conference, John Husselbee reveals some of his key takeaways from this flagship annual event.

How liquid are corporate bond markets, what makes liquidity an issue and how can investors manage illiquidity? Phil Milburn discusses all things liquidity.

A year after the launch of the first fund by the Liontrust Global Fixed Income team, Phil Milburn reflects on markets over the past 12 months and where value is today.

Phil Milburn examines the new issue market for bonds, and what opportunities there may be for investors.

Blending managers is vital for a successful multi-asset portfolio. John Husselbee explains how he mixes different styles, including value and growth, to get the right balance and looks at the prospects for both styles of investments.

Ole Gunnar Solskjaer is the latest example of a new football manager sparking improved results. Can the same be said of fund managers? John Husselbee discusses how he looks at fund manager changes across his multi-asset portfolios and when he looks to use his subs bench.

What is going on in bond markets and what are they telling investors? Phil Milburn explains falling bond yields, the inverted US yield curve and what do they tell us about the economic outlook.

John Husselbee discusses what fund management can learn from football and some of the recent tactical substitutions across his multi-asset portfolios.

Phil Milburn interprets the latest statements from the European Central Bank and analyses whether they indicate greater dovishness.

Phil Milburn discusses whether there is a bubble in the BBB corporate bond market and are there investment opportunities.

What do the recent Fed meeting minutes and Jerome Powell’s speech mean for the direction and speed of US interest rates? Phil Milburn explains.

In this episode, Rebecca Jones speaks to Simon Clements, fund manager on the Liontrust Sustainable Investment team who gives her his view on global markets after the worst year for almost all kinds of investment since 1969. From the Trump China spat to Brexit – things got a little hairy in 2018: will it carry on this year?

In this episode, Rebecca O’Connor meets Harriet Parker and Peter Michaelis from the Liontrust Sustainable Futures team. They are asset managers who focus on sustainability – as well as returns, for investors. And they want to talk about why if you are going to start investing, it is important to do so sustainably.