Liontrust

Which eurozone issues are you still concerned about - and where are the most compelling opportunities?

ON ASIA

Liontrust's James Inglis-Jones and his team have revamped their European Absolute Return fund and have begun to convert their UK Income fund to a global mandate.

The death of blockbuster pharmaceutical companies has been greatly exaggerated by a market that is too focused on '0-60' stocks, according to Liontrust's Julian Fosh.

Liontrust today reported inflows had more than trebled in the last quarter to over £300m as demand for its funds helped lift AUM despite the pullback in markets at the end of May.

Bond fund managers have been returning to emerging market debt in the last few days following the dramatic sell-off in the sector, after a strengthening dollar sent prices spiralling.

Liontrust chief executive John Ions has said the group "does not see the need" to offer multiple share classes to different distributors in order to stay competitive.

Liontrust Asset Management is to pay its first dividend since December 2009 after reporting a leap in full-year profits and a doubling of assets under management in the year to 31 March.

THE BIQ QUESTION

Anthony Cross and Julian Fosh have made rare additions to their Liontrust portfolios, and Standard Life Investments' Ed Legget has bought a raft of new stocks as the shape of the UK market begins to change.