Podcasts about liontrust

In the latest episode of the IC Interviews, Dave Baxter sits down with Sam Gleave of Liontrust's European Dynamic. The fund seeks out companies lowly valued by investors, but that could generate more cash than they need to sustain strong growth. In the episode, Dave and Sam discuss why the fund is still bullish on European markets, the outlook for banks on the continent, plus how the fund views Hermes (RMS), Novo Nordisk (NOVO.B) and ASML (ASML). The pair also unpack what impact Trump's swathe of tariffs will have on the fund and European companies at wide. This episode was recorded on 24 January.Timestamps 0:33 2025 outlook 2:57 China plays4:15 Industrials4:52 Luxury7:07 M&A 8:48 Banks12:49 Novo Nordisk (NOVO.B)16:47 ASML (ASML) 18:19 Trump, tariffs and the fund20:13 Publicis (PUB)22:02 Sectors Liontrust are wary of23:24 Is the opportunity set growingClaim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you're not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only. Hosted on Acast. See acast.com/privacy for more information.

Watch on YouTube In this investing masterclass, professional investor & Director at CEN Group Iain Staples walks me through his view of the markets and latest thoughts on 16 stocks, including: 00:00 Equity outlook 05:05 Funding Circle 08:45 Big Technologies 11:30 Solid State & possible read across to other UK defense stocks 15:00 Volex bid for TT Electronics 16:20 XPS Pensions 20:00 FRP Advisory 25:55 Ashtead Technology 28:50 hVivo 31:30 Hollywood Bowl 34:30 Warpaint 37:10 MP Evans 42:10 Zigup (formerly Redde Northgate) 45:05 Liontrust, UK fund managers & ultimate moment of truth for trackers/ETFs 51:00 Keller 55:05 Renew 58:30 Best stock idea for 2025 Plus, if anyone or any company would like to sponsor this fund manager series (re naming rights), then please feel free to contact me here or via my email paulhill@pmhcapital.com .

This week in an Allocator's Edge episode of the Value Perspective we're joined by John Husselbee, Head of Multi-Asset at Liontrust. John last joined us for our Meet the Manager series and it's good to have him back. With 38 years of experience, John is a seasoned fund manager and analyst, specialising in multi-asset, multi-manager funds. He leads a team managing target risk portfolios and bespoke investment solutions. Before joining Liontrust in 2013, John co-founded North Investment Partners and served as the Director of Multi-Manager Investments at Henderson Global Investors. In this episode we discuss: how John's experience as an investor and business leader has shaped his career; the challenges of founding businesses in asset management today; the balance between active and passive strategies; and the role fees play in decision making. There is also insight from John's work with leading investment managers over the years. Enjoy! Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Profesusionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

Tesla is unveiling its first Robotaxi prototype after years of anticipation. Garrett Nelson, Senior Analyst at CFRA, joins us to discuss this and the S&P 500's record 44th high. Clare Pleydell-Bouverie, Fund Manager at Liontrust, will share her insights. Plus, KKM Financial's Jeff Kilburg will reveal an under-the-radar tech name to watch for Q4.

The topics, stocks and shares mentions / discussed include: Discounts & Investing opportunities, Julius Baer National Grid / NG. Eagle Eye Solutions / EYE / #SaaS / #Ai-Powered solutions Jupiter Asset Management / JUP Liontrust AM / LIO Dividends Citywire Elite Companies  / Algy Hall TwinPetesInvesting Challenge May winning stocks Zotefoams / ZTF Belluscura / BELL Kodal Minerals / KOD Tertiary Minerals / TYM Prospex Energy / PXEN FTSE100 FTSE All-Share Aim All-Share, Book: How to make money in stocks; A winning system in good or bad times by William O'Neil Sharescope / Sharepad special discount offer code ShareScope | SharePad : TwinPetes Phil Oakley's blog Investingstuff | Phil Oakley | Substack Henry Viola-Heir's blog Home - The Ethical Entrepreneur Investors' Chronicle sponsor Special Trial Offers (investorschronicle.co.uk) the TwinPetesInvesting Challenge Harriman House books Harriman House – Independently minded publishing Powder Monkey Brewing Co All Products – Powder Monkey Brewing Co 10% discount code : TWINPETES CENTREPOINT Charity Appeal please make a donation on the TwinPetes Investing Charity Challenge 2024 Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Just Giving page Investing Trading & more The Twin Petes Challenge 2024 / Charity fundraise is for the CENTREPOINT Charity. Have you enjoyed one or more of these podcasts. Yes . Then please make a donation , every pound will help.  Henry Viola-Heir is fundraising for Centrepoint (justgiving.com)  JUST GIVING TWIN PETES FUNDRAISING FOR THE CENTREPOINT Henry Viola-Heir is fundraising for Centrepoint (justgiving.com) Thank you. The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website and also on available via your favourite podcast and social media platforms. Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest.  PLEASE SUBSCRIBE TO THE TWIN PETES INVESTING PLATFORM THAT YOU ARE LISTENING TO THIS PODCAST ON. THANK YOU.

The latest edition of the FT Adviser podcast discusses the topic of investing in a world of lower interest rates. The guests, James Klempster, deputy head of multi-asset at Liontrust, Tim Foster, bond fund manager at Fidelity, and Dean Cook, multi-asset investor at Aviva Investors, discuss the impact on equity and bond markets of rates falling and what it all may mean for diversification. Hosted on Acast. See acast.com/privacy for more information.

In this episode Luke Hyde-Smith is joined by Victoria Stevens, UK Equity Fund Manager at Liontrust and Tineke Frikkee, Head of UK Equity Research at Waverton. They discuss their careers to date, challenges of the UK equity market, and perspectives on investing and managing UK equity funds.They explain the impact of Brexit, political instability and economic conditions on UK equities while highlighting future potential with initiatives such as the British ISA and changes in pension fund allocations.They also cover broader topics such as the importance of diversity in the finance industry, the role of active management in navigating market challenges, and advice for young professionals considering a career in investment.For more information on any of the topics featured in this episode email whyinvest@waverton.co.uk or visit www.waverton.co.uk or www.liontrust.co.ukThis podcast is issued by Waverton Investment Management Limited, 16 Babmaes Street, London, SW1Y 6AH. Registered in England No. 2042285. Authorised and Regulated by the Financial Conduct Authority. The information provided in this podcast is for information purposes only and Waverton Investment Management Limited does not accept liability for any loss or damage which may arise directly or indirectly out of use or reliance by the client, or anyone else, on the information contained in this recording. This podcast should be used as a guide only is based on our current views of markets and is subject to change.The information provided does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. Where Waverton's advice is given it is restricted to discretionary investment management services. We do not provide advice on the use of tax or financial planning products (even if the service which we are managing is held within such a product) or non-discretionary investment.All materials have been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information. Hosted on Acast. See acast.com/privacy for more information.

Die gestiegenen Zinsen lassen Liquid Alternatives in den Augen vieler Investoren unattraktiver erscheinen. Claude Ewen, International Sales Director bei Liontrust, geht in dem Podcast der Frage nach, ob höhere Zinsen auch in diesem Jahr den ,,Hedgefonds light"-Kunden streitig machen werden und beleuchtet, ob sich die Anlageklasse nach wie vor als diversifizierender Baustein bewährt.

Dan Coatsworth and Danni Hewson discuss the market reaction to the US Fed's blueprint for interest rate cuts plus a slew of economic data about the state of the UK economy which could be sliding into recession. You can hear about vaccine maker Pfizer which has warned of trouble ahead as it struggles with life after covid, plus there might be two blockbuster IPOs heading London's way in the form of fashion giant Shein and high street retailer Boots. Dan talks to Will Riley from Guinness Sustainable Energy Fund on the challenge of making money from clean energy stocks. Anthony Cross from Liontrust is also on the show to explain why he's optimistic about the UK stock market. Finally, don't miss AJ Bell's head of investment analysis Laith Khalaf on his latest report into how active fund managers have performed versus passive funds.

Peter Michaelis is the Head of Liontrust's sustainable investments team. Since joining in 2017, Peter has led his Liontrust team to achieve a 77% lower carbon impact than the wider investment market. In the latest episode of Climate Heroes, Bruce and Peter discuss what inspired him to get into sustainable investing, how to start and the importance of aligning investment returns with sustainable returns. Hosted by Bruce BratleyFeaturing Peter Michaelis

In this episode of The IC Interviews, personal finance writer Val Cipriani sits down with James de Uphaugh and Imran Sattar of Edinburgh Investment Trust, managed by Liontrust.Boasting 50 years of investment experience between them, James and Imran have worked together in various firms since the 1990s, including BlackRock and Majedie. In this conversation, they explore how the portfolio will deal with a period of economic stagnation, discuss holdings including M&S and new addition Admiral, and explain what investors should expect when Imran takes over from James as head of global fundamental in February next year. Hosted on Acast. See acast.com/privacy for more information.

This week in our Meet the Manager series, guest host John Husselbee interviews the co-head of the Value Team, Kevin Murphy. John is head of the Multi-Asset Team at Liontrust and has 38 years of experience managing multi-asset and multi-manager funds and portfolios. Before Liontrust he was a co-founder and CIO of North Investment Partners, a specialist boutique that provided bespoke outsourced managed solutions. Before that he was Head of Multi-Asset Solutions at Henderson.   Kevin Murphy has been managing portfolios since 2006 having joined Schroders in 2000 as a UK equity analyst focused on the construction and building materials sector. John and Kevin discuss Kevin's background from childhood to co-founding the Value Team; the decisions and challenges in building a franchise in value investing ten years ago; the challenges of value investing through a hard 2019 straight into Covid in 2020 and the worst decline in the value style in 100 years; how the Value Team avoided style drift even in the worst bits of the pandemic; and finally, how to keep an investment framework loyal to its underlying philosophy while evolving as markets change. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. This information is not an offer, solicitation or recommendation to buy or sell any financial instrument or to adopt any investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data. Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. Any references to securities, sectors, regions and/or countries are for illustrative purposes only. The views and opinions contained herein are those of individual to whom they are attributed, and may not necessarily represent views expressed or reflected in other communications, strategies or funds. The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. Exchange rate changes may cause the value of any overseas investments to rise or fall. Past Performance is not a guide to future performance and may not be repeated. The forecasts included should not be relied upon, are not guaranteed and are provided only as at the date of issue. Our forecasts are based on our own assumptions which may change.  

Join Simon Hildrey, Liontrust's dynamic CMO and Jeff Watt as we tackle the branding conundrum in the demanding world of asset management. An ex-journalist, Simon speaks with amazing clarity and passion about how strategic and a distinctive brand identity has helped Liontrust win hearts and minds.To some, marketing in highly regulated industries in a compelling and value adding way seems like mission impossible. The regulation, legislation and intermediation inherent in the financial services industry makes the task tough? Or does it?Could approaching financial products as consumer goods rather than B2B services, revolutionise the marketing approach?By including the marketing department in all major decisions, can it be an integral part of a company's success?And how about redefining the role of marketeers altogether and view them as part of the sales team rather than an adjunct of the executive structure?Join us to find out.About Simon HildreyWhen it comes to asset management marketing, few names pop up as prominently as Simon Hildrey. His leadership at Lion Trust for the past 14 years has shaped a unique marketing strategy that successfully communicates a consistent brand narrative. From managing communication channels in a highly-regulated environment, to driving initiatives promoting both investments and individuals, he's done it all. With a background in journalism, Simon understands the intricacies of messaging and how essential its tone is to a brand's image.ResourcesLinkedInSimon Hildrey | Jeff Watt | Dom HawesWebsitesUnicorny | Liontrust | Greentarget | Selbey Anderson | Marketing DifferenceThis podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policyChartable - https://chartable.com/privacy

Join Simon Hildrey, Liontrust's dynamic CMO and Jeff Watt as we tackle the branding conundrum in the demanding world of asset management. An ex-journalist, Simon speaks with amazing clarity and passion about how strategic and a distinctive brand identity has helped Liontrust win hearts and minds.To some, marketing in highly regulated industries in a compelling and value adding way seems like mission impossible. The regulation, legislation and intermediation inherent in the financial services industry makes the task tough? Or does it?Could approaching financial products as consumer goods rather than B2B services, revolutionise the marketing approach?By including the marketing department in all major decisions, can it be an integral part of a company's success?And how about redefining the role of marketeers altogether and view them as part of the sales team rather than an adjunct of the executive structure?Join us to find out.About Simon HildreyWhen it comes to asset management marketing, few names pop up as prominently as Simon Hildrey. His leadership at Lion Trust for the past 14 years has shaped a unique marketing strategy that successfully communicates a consistent brand narrative. From managing communication channels in a highly-regulated environment, to driving initiatives promoting both investments and individuals, he's done it all. With a background in journalism, Simon understands the intricacies of messaging and how essential its tone is to a brand's image.ResourcesLinkedInSimon Hildrey | Jeff Watt | Dom HawesWebsitesUnicorny | Liontrust | Greentarget | Selbey Anderson | Marketing DifferenceThis podcast uses the following third-party services for analysis: Podder - https://www.podderapp.com/privacy-policyChartable - https://chartable.com/privacy

Alberto Loza, responsable de Selección de Producto de Norwealth Capital, ha hablado en el Consultorio de Fondos de Capital Intereconomía sobre los fondos mixtos, ¿Debemos tener fondos mixtos en cartera?, ¿En qué nos debemos fijar a la hora de elegir un fondo mixto? También nos ha dado las claves para poder seleccionar un buen fondo de renta fija. Además, Alberto Loza nos recomienda gestoras y fondos que inviertan en tecnología o en lujo debido al buen rendimiento de estos sectores. Sobre la inteligencia artificial también ha dado su opinión Alberto y nos ha recomendado diversos fondos que invierten en este sector. Por último, Alberto Loza ha hablado sobre el mercado Asiático ¿Cómo lo está haciendo India este año? ¿Es una buena opción estar en un fondo indio? Y, por último, si solo pudiésemos tener un fondo en China, ¿Cuál debemos elegir? Además, ha analizado los siguientes fondos de inversión: DWS Invest Artificial, Pictet Robótica, Templeton Euroland Fund, Fund Smith Equity Fund, M&G Optimal Income, GAM Luxury Brands, Troy Trojan y, por último, Allianz China A. Y las siguientes gestoras: BlackRock, Fidelity, Columbia Threadneedle, Bluebox, GAM, Liontrust, UTI y White Oak.

The topics, stocks and shares mentioned/discussed include:  The TwinPetes Investing Challenge Sponsors & prizes The TwinPetes Investing Challenge: February winner FTSE 100 & Dow Jones Index: volatility & uncertainty Atlantic Lithium under bear attack / ALL Nvidia / NVDA Netfix / NFLX Admiral / ADM Legal & General / LGEN Inland / INL Somero Enterprises / SOM Hotel Chocolat / HOTC Jerome Powell / US Fed interest rates Liontrust AM / LIO Kape / KAPE Totally / TLY Growth paradigm Avation / AVAP Life Science REIT / LABS India Capital Growth Fund Ltd / IGC Derwent London / DLN Diversification Property prices Harriman House books Powder Monkey Brewing Co discount code : TWINPETES PrimaryBid Menphys Charity Appeal please make a donation on the TwinPetes Investing Challenge 2023 Just Giving Page Investing Trading & more The Twin Petes Challenge 2023 / Charity fundraise for the MENPHYS Charity. Have you enjoyed one or more of these podcasts. Yes . Then please make a donation , every pound will help. JUST GIVING TWIN PETES FUNDRAISING FOR THE MENPHYS CHARITY https://www.justgiving.com/fundraising/twinpeteschallenge23 Thank you. The Twin Petes Investing podcasts will be linked to and written about on the Conkers3 website and also on the WheelieDealer website . Thank you for reading this article and listening to this podcast, we hope you enjoyed it. Please share this article with others that you know will find it of interest. PLEASE SUBSCRIBE TO THE TWIN PETES INVESTING PLATFORM THAT YOU ARE LISTENING TO THIS PODCAST ON. THANK YOU.

This time Maynard Paton and Mark Atkinson review FTSE Small-Cap City of London Investment and the investment potential of fund managers. Maynard shares why he owns the City of London Investment and covers in detail why he started buying the City of London Investment, what CLIG does, attending the recent City of London AGM and what Maynard thinks about their current situation and future growth potential. Is it a further buy, a hold or a sell? Maynard's recent CLIG purchase and history of ownership. A lack of capital gains, but superb dividends and 9% yield. Where CLIG stands in Maynard's portfolio now. How does CLIG invest for its clients? Maynard's AGM attendance and previously receiving a letter from CLIG's founder. Major shareholder George Karpus and his future plans. Performance of Karpus Investment Management following the merger. Regular client income, but fees being squeezed. Employee remuneration versus client returns. The share-price KPI and potential double-digit returns. CLIG's team investment approach and employee retention. History of funds under management and recent client-money inflows. The S&P 500, institutional ‘allocators' and portfolio ‘buckets'. The attractions of emerging markets and potential for outperformance. Private investors holding CLIG and liking cash-rich income stocks. The 33p per share dividend, valuation comparison with Liontrust and closing thoughts. Hope you enjoy it and have a wonderful day. Maynard & Mark If you like the episode, please subscribe for future company reviews. Mark & Maynard Resources: Learn more about Maynard Paton by visiting his excellent Quality UK Investment Blog at: https://maynardpaton.com/ Maynard's City of London Blog: https://maynardpaton.com/2022/10/21/city-of-london-investment-h2-2022-profit-drops-20-and-fum-slides-to-8-5b-although-yield-now-tops-8-and-run-of-net-inflows-extends-to-4-quarters/ Follow Maynard on Twitter: https://twitter.com/maynardpaton Connect or follow Mark Atkinson on LinkedIn: https://www.linkedin.com/in/mark-atkinson-10824b71/ City of London Investment Group PLC Shareholder presentation 2022: https://maynardpaton.com/wp-content/uploads/2022/10/CLIG-FY-2022-slides.pdf City of London Investment Group Annual Report: https://maynardpaton.com/wp-content/uploads/2022/10/CLIG-AR-2022.pdf Visit Fund Your Retirement: https://www.fundyourretirement.com/ Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.  

Anthony Cross, co-manager of the popular Liontrust Special Situations fund, talks to Dave Baxter about the good and bad news coming out of his portfolio in this IC Interviews episode. This broad discussion covers the prospects of a variety of stocks and sectors, from challenges at Hargreaves Lansdown to the effect of recession worries on recruiters and property names, as well as an assessment of the slimmed-down GSK and a look at how rampant M&A activity has affected the fund. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

Liontrust's microcap fund had a great year in 2021, significantly outperforming its benchmark and gaining 33.6%. Alex Wedge tells Jonathan Davis what they look for in an investment and how the fund maintains a balanced portfolio.

Peter Michaelis and Simon Clements, who run Liontrust's top-performing £15bn sustainable fund range, discuss crashing growth stocks, greenwashing, under-pressure Unilever, and the pros and cons of private equity in this in-depth interview. 

In this episode of the PRI podcast, Michal Bartek, senior lead in listed equities from PRI speaks with Peter Michaelis from Liontrust. They reflect on the key developments in responsible investing in decades past, discuss the likely issues in the next decade and explore what it takes for listed equity asset management firms to be among the leaders. Find a transcript of the episode here: https://bit.ly/3CZIcw8

Anthony Cross and Julian Fosh, managers of the top-performing and now giant £6bn Liontrust Special Situations fund, discuss the nature of competitive advantage among UK stocks, backing Shell and BP during the energy crisis, and why smaller companies remain the kings of compounding. 

In this episode, the team examine which equity fund sectors are popular among investors and consider high-yielding investment trusts. Later, Anthony Cross, manager of the Liontrust Special Situations fund, which appears on interactive investor’s Super 60 rated list of investments, joins the podcast. In the interview, he tells us what he looks for in businesses and discusses the fund’s performance during the Covid-19 sell-off and subsequent recovery. Cross also names a couple of shares with strong pricing power that are well placed to cope with rising levels of inflation. Enjoyed listening? Please like and subscribe. Visit ii.co.uk/funds and ii.co.uk/stock-market-news for more investing insight and ideas. This material is intended for educational purposes only and is not investment research or a personal recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. The value of your investments can rise as well as fall, and you could get back less than you invested. The investments referred to may not be suitable for all investors, and if in doubt, an investor should seek advice from a qualified investment adviser. Past Performance is not a guide to future performance. Interactive Investor Services Limited is authorised and regulated by the Financial Conduct Authority.

In this interview, three fund managers from Liontrust’s Sustainable Future investment team tell Dave Baxter how a planned ESG investment trust will differ from the funds they already run. Peter Michaelis, Simon Clements and Chris Foster also discuss the most important ESG criteria to use in different sectors, how to deal with a holding that runs into controversy and why Alphabet is one of their most prominent investments.Read more about how ESG funds deal with the FAANG stocks here. See acast.com/privacy for privacy and opt-out information.

In the first of our ESG-themed “Conversations with Panmure Gordon”, Peter Michaelis of Liontrust Asset Management talks with our Chief Economist, Simon French. Peter covers the sustainable investing landscape, the pursuit of superior returns, why non-convergence of ESG standards is a good thing, and why the technology leaders of the past rarely transition to dominate the future.

Jen Gale, founder of the Sustainable-ish blog, talks to Mike Appleby of Liontrust about the huge rise in sustainable investing - and why it's here to stay.

Apple’s share price has been on a monumental rise over the past two years, with the firm surpassing a $2trn market cap earlier this year. Last week Apple launched its first 5G smart phone, the iPhone 12, with four different models available for eager Apple fanboys. Storm Uru, manager of the Liontrust Global Dividend fund, spoke about why he recently sold out of the mega-cap tech stock.

José María Luna, socio fundador de Luna Sevilla Asesores Patrimoniales, recomienda un producto de la gestora británica Liontrust relacionado con la transición digital y la transición de sostenibilidad.

Political uncertainty has long-haunted the European market, spooking investors in European equities.But in this special edition of the FTAdviser Podcast, sponsored by Schroders, David Thorpe, special reports editor at Financial Adviser, examines how proactive coronavirus policies and the European Green Deal have calmed such fears.He is joined by Martin Skånberg, European equity fund manager at Schroders, James Dowey, global equity fund manager at Liontrust, and Michel Perrera, chief investment officer Canaccord Genuity Wealth Management to discuss the possibilities.The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. See acast.com/privacy for privacy and opt-out information.

Can Chinese demand provide a boost for the world in lockdown? and what effect will the lower oil price have on the investment case for those markets? In the latest edition of the FTAdviser Podcast, Liontrust global equity manager James Dowey, JP Morgan market strategist Hugh Gimber, and Andrew Ness, portfolio manager on the Templeton Emerging Markets Investment Trust, discuss the outlook for emerging markets in a world coping with the Covid-19 crisis. The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser.com. See acast.com/privacy for privacy and opt-out information.

This week’s podcast explains why oil prices have been plummeting and whether that is good news for consumers.  The team discuss the £4 billion fundraising by 80 companies since March and why retail investors aren’t being allowed to join the party. They also respond to a listener request on the importance of having a diversified portfolio, and talk to Liontrust’s John Husselbee about how multi-asset funds can play a role in this. Presented by Shares’ Editor Dan Coatsworth and AJ Bell’s Personal Finance Analyst Laura Suter

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  

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/

This week the team debate why everyone is talking about ethical investing opportunities (and why this also falls under the labels of environmental, ESG and sustainability). Discover why Barclays has come under fire for its anti-Post Office plans and check out the secrets of the Fundsmith display cabinet in our visit to meet Smithson’s fund managers. AJ Bell’s Personal Finance Analyst Laura Suter and Shares’ Editor Daniel Coatsworth are joined this week by Chris Foster, an Investment Manager at fund group Liontrust.

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.

Mike Appleby from the Liontrust Sustainable Investment team joins editor Rebecca Jones to talk about greenwashing: what it is, why it's bad and the top 5 tricks we can use to dodge it.

This month we speak to Laurie Don from the Liontrust Sustainable Investment team, who tells us about the latest breakthroughs in health and how he's investing in them: from cannabis for childhood epilepsy to cutting-edge gene therapy that screens-out disease before it happens.

In our latest Smug Money Podcast we nab Jeannie Boyle, chartered financial planner at Good Egg company EQ Investors, who helps us wade through the tax-free savings swamp: what are all the different ISAs, who are they for and how much to save? It's all here!

Welcome to the podcast from Morningstar UK, the leading provider of independent investment research. This week we take a look at how the economy is fairing in 2017 and ask why you should care about environment, social and governance concerns when investing. Lets dive straight in to our interview with our first guest. Emma Wall, Senior Editor for Morningstar.co.uk speaks with Keith Wade, Chief Economist for Schroders, about the outlook for global economic growth and what threatens expansion. With construction data looking weak, and UK GDP forecasts downgraded, should you be worried about the impact of slow growth on your portfolio? To discuss we have up next Tim Graf, Head of Macro Strategy, EMEA for State Street. Economic growth may be downgraded and UK politics may be in turmoil but Britain's chief executives remain positive explains Phil Harris, Manager of the EdenTree UK Equity Growth Fund up next. The further markets climb the fewer gains there are to be had. Morningstar Investment Management's Mike Coop says investors should be cautious and prepare your portfolio for turbulence. When we make investments, financial return is of course very important to us but it is also important to consider the impact such investments may have on our world. Sustainable investing considers environmental, social and governance factors when going about trying to make financial gains.   Environmental issues could be the impact a company has on the environment or how it’s trying to improve the environment with, for example, renewable energy. Social factors include how a company deals with issues such as how fairly it treats and pays its workers, whether partners and suppliers have similar values to their own and governance issues encompasses how well the whole organisation is run from a board level. Is the company accurate and transparent in its financial affairs? Is the company behaving fairly to its shareholders and allowing them to vote on important issues? Or is the company at risk to bribery and corruption? Many people have this belief that investing in this way will lead to inferior returns but Peter Michaelis, Head of Sustainable Investing for Liontrust is up next to tell us why this is not always the case and that investors do not have to choose between ethics and profits     Can an ESG Fund Hold Energy and Tobacco Stocks? JP Morgan's Joanna Crompton is up next to explain her best in class approach to sustainable investing, and why all companies should be ESG compliable.   Our final guest on todays podcast is ESG investor Camilla Ritchie who runs the 7IM Sustainable Balance Fund. Camilla explains why she is upping her exposure to cash and alternatives as stocks and bonds start to look expensive Subscribe to our podcast on itunes: https://itunes.apple.com/gb/podcast/morningstar-uk/id965873075?mt=2 http://www.morningstar.co.uk

John Husselbee, head of Liontrust's multi-asset team joins us for the first podcast of the year to talk expectations for 2017, the case for bond allocations and why it might be time to reassess absolute return.

This week we’re focusing on pensions and retirement. Lets start at the beginning shall we? What exactly is a Pension? What different types of pension are there and how do they work? Morningstar’s Senior Editor Emma Wall talks us through the basics. Redington's Lydia Fearn explains to us why it is critical to start saving for retirement as early as possible, to increase your payments when you get a pay rise and why the forthcoming Lifetime ISA is not a pensions alternative. So you’ve decided you want to start paying more attention to your pension and planning your retirement but how exactly do you save retirement? Senior Editor Emma Wall explains all. Are you starting a personal pension for the first time? We talk to top investor John Husselbee, Head of Multi-Asset for Liontrust to give his three fund picks across the sectors to consider for your SIPP. Thanks to pension freedoms you can now access 25% of your pension pot tax-free at 55 - and figures show many retirement savers are withdrawing their cash. But should you do the same? We discuss this and more with Richard Parkin, Head of Pensions for Fidelity. Looking for income producing assets? Be careful to look at the underlying portfolio of any income-paying fund as a low rate environment has forced many up the risk curve meaning Income Investing Has Become Significantly More Risky explains Morningstar’s Dan Kemp. Not all UK equity income funds are the same, it is important to match your requirements to the right manager. Senior Morningstar Analyst Peter Brunt highlights three very different funds for your post retirement portfolio.

Do you know your asset allocation from you elbow? Do you know the difference between a bond’s coupon and its yield? Prepare to impress your friends and family – and win pub quizzes based within the square mile. This month on the Morningstar Podcast we’re focusing on Financial Education, and we’re going back to basics. Morningstar Editor, Emma Wall starts us off by explaining the importance of taking control of your finances. Diversification is extremely important in an investment portfolio. Equities offer investors the chance for profit over the medium to long term, but fixed income has also fared well proving the need for both explains Morningstar’s Senior Fund analyst Jose Garcia Zarate So how do we go about blending assets to make a successful portfolio? It is not enough to pick fantastic investments - you have to blend them together in a complimentary way explains Head of Multi-Asset for Liontrust, John Husselbee. When Is it OK to Run Out of Money in Retirement? Capital preservation is important - especially at the beginning of your retirement. Emma Wall and JP Morgan’s Annabel Duncan discuss why you don't necessarily need to be afraid to let your assets dwindle. The idea of putting money away for a pension that is 20, 25, 30 years in the future can be very challenging for some people who prefer spending on tangible purchases in the here and now. Investment Consultant for Redington Freddie Ewer discusses how we need to start changing social norms to boost our income for retirement.