Liontrust Radio broadcasts our fund managers’ views and insights into economics, markets, listed companies and anything else they find interesting and intriguing in the world of investment. Our fund managers are all independent thinkers, have the courage of their convictions in making investment decisions and are long-term active investors.
Coronavirus and markets: what we know
John Husselbee discusses recent upheavals in the market, what it means for his portfolios and why patient investing remains the watchword
Bonds: mad, bad and dangerous to own? Or the greatest opportunity for alpha?
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
Black swans and Brexit
In his first podcast of 2020, John Husselbee runs the rule over the Coronavirus, Brexit transition and the latest adventures of President Trump.
Is natural rubber sustainable?
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/
A festive outlook for bonds
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.