Equity markets have rebounded over the past month as unprecedented monetary and fiscal stimulus has helped to prop up global economies.
Too early to crystallise losses
Credible record of outperformance
Macro risks no obstacle for hopeful investors
Liontrust AM promoted to FTSE 250
We cannot predict when markets will finally reach a bottom – they may already have – but we believe it is most likely to be once we hit a peak in the daily growth in new Covid-19 cases round the world.
Travel and tourism giants hit worst
98% of intended trading completed by new manager
Oil exposure reduced in latest reshuffle