Liontrust Views - Surviving the COVID-19 bear market: what history teaches us
The global spread of the coronavirus (COVID-19), combined with the oil spat between OPEC and Russia, has led to the dramatic end of the 11-year bull market in equities. The impact has been exacerbated by the rapid speed with which we have gone into a bear market and the risk to people’s health from the coronavirus. In this webinar, John Husselbee explains that while the catalysts are different, all bear markets are similar. John, who has managed money through four different bear markets, will look back through history to provide a checklist for surviving the current one, give reassurance for long-term investors and explain what the market reaction to SARS teaches us.
RecordedMar 19 202044 mins
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In this webinar, fund manager Storm Uru will update investors on the how the Liontrust Global Dividend Fund has performed during 2020, and why the fund focuses on innovation in global leaders to generate capital growth with an income.
In this webinar fund manager James Dowey will provide an introduction as why investors cannot afford to ignore disruptive innovation and how he goes about ensuring his investors are on the right side of it.
Brexit has reared its ugly head again, the US Election draws nearer and the quest for a Covid vaccine continues. The Liontrust GFI Team will run through their views on these topics and the impact this has on positioning for the Liontrust Strategic Bond Funds.
As the world has been emerging from lockdown, the global economy has been recovering but not enough to prevent a record crash with a long recession likely. In contrast, stock markets, supported by interventions from governments and central banks, have been rebounding from their March lows, with tech companies enjoying record highs.
What does this tell us about the shape of the economic recovery and prospects for financial markets? What impact will the US Presidential Election, the end of the Brexit transition and the ongoing US-China dispute have on economies and financial markets?
In this presentation, John Husselbee will attempt to unmask the future and discuss what all these issues mean for target risk investing.
The growth of mega tech companies has led the US market and accelerated due to Covid-19. In this webinar Robin Geffen examines whether global small caps offer more attractive opportunities and could be the mega tech companies of the future.
After an exuberant summer for risk assets, some investors might be looking to de-risk portfolios and others may be seeking to make their lower risk investments work harder. In this webinar, Phil Milburn and David Roberts will provide an overview of the Liontrust GF Absolute Return Bond Fund, the investment process and show how the Fund has come strongly through the Covid-19 crisis.
The actions of governments and central banks have stabilised markets and lowered volatility. In this webinar, David Roberts and Donald Phillips will discuss opportunities for bond investors in the current environment
In this webinar, fund managers Victoria Stevens, Matt Tonge & Alex Wedge will provide an update on the Liontrust UK Smaller Companies & Liontrust UK Micro Cap funds, and the positioning of the portfolios in the current market environment.
In this webinar, fund managers Aitken Ross & Jack Willis will provide an update on the Liontrust Sustainable Future Corporate Bond Fund, and the positioning of the portfolio in the current market environment.
Economies are unlikely to fully recover from the Covid 19 crisis until the end of 2021. But even after that date central bankers will remain highly accommodative as they look to run economies “hot” to make up for lost output. The Liontrust Global Fixed Income team identify various pitfalls and some opportunities this environment creates and comment upon how this will impact fixed income asset allocation over the coming years.
In this webinar Storm Uru, manager of the Liontrust Global Dividend Fund, will discuss why investors need to rip up the equity income investing manual, and why it is imperative to focus on dividend growth, rather than chasing yield.