Liontrust

A market for stockpickers

From urbanisation and the rise of a new middle class in emerging markets, to a renewed focus on corporate governance, managers explain which global structural changes are having the greatest impact on their portfolios.

Five funds to benefit from European tailwinds

Fund managers have been taking profits on Chinese A-shares after a strong run, focusing instead on H-shares to power the next leg of growth.

What is your most interesting contrarian position?

John Husselbee, head of multi-manager multi-asset at Liontrust Asset Management, says investors will need to start reaping the benefits of diversification in order to meet their objectives.

Former F&C Thames River managers Kristof Bulkai, Patrick Cadell and Hugo Rogers are to join Liontrust Asset Management to run global portfolios.

Reade Griffith, the hedge fund manager who built sizeable stakes in Ashcourt Rowan and WH Ireland last year, has upped his stake in Liontrust Asset Management to 10%.

Which sectors are ripe for consolidation?