Liontrust Asset Management PLC

Markets have been quieter over the past week as the US has celebrated Thanksgiving. James Klempster discusses if markets can continue their positive run to the end of the year including the US reaching yet another record high. Capital at risk. This should not be construed as investment advice. #Thanksgiving #USMarkets #MarketTrends #MarketAnalysis

Following the much anticipated Budget and Presidential election, this issue of Liontrust Views, looks at the likely impact of the victory by Donald Trump and the Republican Party in Congress and what could be the catalyst for outperformance by the UK given the relatively low valuations on quality companies. Read more: https://bit.ly/498tVyi Capital at risk. This should not be construed as investment advice. #Budget2024 #MarketTrends #EconomicImpact #PoliticalAnalysis

Samantha Gleave and James Inglis-Jones think the stock-picking opportunity within cash generative stocks is very attractive currently. Their ranking of the European stock universe highlights that the top 20% most cash generative stocks have only been cheaper on two occasions in the last 30 years. With valuations so low by historic standards, they see this as a good entry point to stocks with cash flow appeal. Read more: https://bit.ly/4eQTllb Capital at risk. This should not be construed as investment advice. #CashGenerativeStocks #EuropeanStocks #StockPicking #MarketTrends

Science is not only a foundation for humanity’s progress but also a critical driver for creating strong investment opportunities. Peter Michaelis and Mike Appleby of the Liontrust Sustainable Investment team highlight how tackling global challenges with innovation and collaboration fosters a cleaner, healthier, safer, and more sustainable future − delivering both ethical impact and the opportunity for strong financial returns. Read more: https://bit.ly/4g5nNJt Capital at risk. This should not be construed as investment advice. #SustainableInvestment #ImpactInvesting #InnovationForGood

James Klempster reviews a week of milestones: NVIDIA, whose market cap is around the same size as France and Germany’s main stock markets combined, reported results, Bitcoin nears $100,000 and the war in Ukraine reached a potential new stage. Capital at risk. This should not be construed as investment advice. #Nvidia #Bitcoin #Crypto #MarketTrends

“We are steadfast in our commitment to active management and to our partnership with clients through complementing their other strategies including passive investments. We are seeing improved performance across our funds and we continue to have a strong brand and client engagement,” John Ions, CEO, Liontrust Read more: https://lnkd.in/eAm8EqVR

Linnea Bengtsson, investment analyst on the Sustainable Investment team, shares insights from an in-depth research trip to Boston. During her visit, she conducted management meetings and site visits with 18 companies across the industrials, technology, pharmaceuticals, and medical technology sectors. The trip underscored several key investment themes that cut across these industries, revealing trends with significant and far-reaching implications. Read more: https://lnkd.in/eKyH9e_G Capital at risk. This should not be construed as investment advice. #TechnologyTrends #Pharmaceuticals #MedicalTechnology #SustainableInvestment #BostonBusiness

We are proud to have strengthened our data management, delivery and analysis across the business through the implementation of an enterprise portfolio management system. The enhancements have been achieved by implementing an integrated solution through collaboration with BlackRock’s Aladdin platform and BNY.   John Ions, Chief Executive Officer of Liontrust, commented: “The new single, integrated front-office solution is an important investment that will benefit the business and our clients through the quality and consistency of data going forward. Our delivery and analysis of data will be more efficient, which will enable Liontrust to enhance the reporting and digital services we provide our clients, as well as increasing productivity across the company.” You can read more in the press release here > https://lnkd.in/emQ-mjfg

'With Imran and Emily’s feet firmly under their Edinburgh Investment Trust desks, and with investment returns remaining among the best in the Company’s sector, we believe we are building on the Company’s reputation as a ‘core’ equity investment for savers in the UK and beyond.' Elisabeth Stheeman, Chair. Edinburgh Investment Trust’s Half-Yearly Financial Report for six months to 30 September 2024 is now available: https://bit.ly/3UZteS9 Capital at risk. This should not be construed as investment advice. #InvestmentTrust #UKEquities #InvestmentInsights