Liontrust Views - Outlook for 2021

As the Liontrust Strategic Bond strategy hits its 3 year anniversary and assets under management approach one billion dollars, David Roberts and Phil Milburn will provide an update on performance since launch and year-to-date, as well as a view of how the strategy fits into the landscape of the Global Unconstrained Bond Fund peer group.

In this webinar, Fund Managers Victoria Stevens, Matt Tonge & Alex Wedge will provide an update on the Liontrust UK Smaller Companies Fund & Liontrust UK Micro Cap Fund, and the positioning of the portfolios in the current market environment.

In this webinar Peter Michaelis, Head of Sustainable Investment at Liontrust, will provide an update on the Liontrust SF Managed Fund, and the positioning of the portfolio in the current market environment.

In this webinar, Head of Sustainable Investment at Liontrust, Peter Michaelis, and Fund Manager, Martyn Jones, will provide an update on the Liontrust SF UK Growth & Liontrust UK Ethical Funds and the positioning of the portfolios in the current market environment.

The Liontrust Multi-Asset investment team takes a medium-term view – 12 to 18 months – of the prospects for each asset class and this forms the Tactical Asset Allocation (TAA) for their portfolios. In this webinar, John Husselbee and James Klempster will discuss their target positions for asset classes and what are the factors driving their direction of travel.

In this webinar, Julian Fosh and Matt Tonge will provide an update on the Liontrust UK Growth Fund, and the positioning of the portfolio in the current market environment.

In this webinar, Anthony Cross & Julian Fosh will provide an update on the Liontrust GF Special Situations & Liontrust GF UK Growth Funds, and the positioning of the portfolios in the current market environment.

In this webinar Investment Manager Aitken Ross and Assistant Investment Manager Jack Willis will provide an update on the Liontrust Monthly Income Bond Fund and the positioning of the portfolio in the current market environment.

In this webinar, Storm Uru and James Dowey will explain why income investing over the next decade will not be about chasing yield but buying innovative companies that can drive dividend growth.

Last year saw a rise in volatility and four distinct phases to markets due to the pandemic. In this webinar, John Husselbee and Nathan Sweeney will analyse the factors that drove returns for active funds in 2020, including the impact of the rotation from growth to value last autumn. John and Nathan will also discuss the role of active funds in the economic recovery to come as the vaccination rollout continues and over the long term.

In this webinar Investment Manager Martyn Jones will provide an update on the Liontrust SF European Growth Fund and the positioning of the portfolio in the current market environment.

Yields within High Yield and between High Yield and other asset classes have compressed in recent months. In this webinar, Donald Phillips discusses why High Yield still offers an attractive source of income relative to other asset classes and where investors can find value.

Stock markets in the US hit record highs last year, driven by the mega tech companies, and have remained there through the Biden inauguration and the roll out of vaccinations. In this webinar, John Husselbee and Sheldon MacDonald will discuss their current weighting to the US, the outlook under Biden and which funds the Multi-Asset team hold.

In this webinar, Investment Managers Simon Clements and Chris Foster will provide an update on the Liontrust SF Global Growth and GF SF Global Growth Funds and the positioning of the portfolios in the current market environment.

In this webinar, Anthony Cross & Julian Fosh will provide an update on the Liontrust Special Situations Fund, and the positioning of the portfolio in the current market environment.

In this webinar, Head of Sustainable Investment at Liontrust, Peter Michaelis, and Sustainable Investment Manager, Simon Clements, will provide an update on the Liontrust SF Managed Fund and the positioning of the portfolio in the current market environment.

In this webinar, the Liontrust Multi-Asset team will review last year, the impact on asset classes and investors, and provide an outlook for 2021 with a potential post-Covid world in sight. The team will discuss the investment threats and opportunities for the year ahead.