John Husselbee discusses recent upheavals in the market, what it means for his portfolios and why patient investing remains the watchword

Liontrust Radio

Coronavirus and markets: what we know

Fixed income markets are expensive, investors are buying negative yielding bonds and there are worries about liquidity. David Roberts and Phil Milburn of Liontrust explain why there is not only still a role for bonds in client portfolios but the opportunity for alpha has arguably never been greater. David and Phil discuss where these opportunities are in fixed income markets, especially high yield, and how investors can take advantage of them. View the webinar here: https://www.brighttalk.com/webcast/706/387326?utm_source=Liontrust&utm_medium=brighttalk&utm_campaign=387326  

Bonds: mad, bad and dangerous to own? Or the greatest opportunity for alpha?

In his first podcast of 2020, John Husselbee runs the rule over the Coronavirus, Brexit transition and the latest adventures of President Trump.

Black swans and Brexit

Natural rubber is all around us – in our car tyres, medical supplies, shoes and even yoga mats. But is it produced sustainably? In this podcast, Liontrust’s Mike Appleby and Eleanor Spencer of the Zoological Society of London (ZSL) discuss how investors and other stakeholders can help to ensure increased transparency and better practices in the natural rubber supply chain. ZSL’s inaugural assessments of companies in the natural rubber sector can be explored on the SPOTT website: https://www.spott.org/natural-rubber/

Is natural rubber sustainable?

In this Christmas special, Phil Milburn looks at what is in store for fixed income investors in 2020 via the 12 days of Christmas. Don’t worry, no singing was used or hurt in the making of this podcast.

A festive outlook for bonds

Phil Milburn analyses the impact of central banks’ unconventional monetary policies on markets and investors in the latest episode of the Shaken and Stirred podcast.

Pure Negative?

John Husselbee analyses recent Brexit developments, inverted yield curves and the ongoing fallout from high-profile fund closures in the UK.

Brexit, bonds and blow-ups

Phil Milburn analyses the latest rate cut in the US, the repo spike, QE in Europe and what they say about economic prospects and fixed income markets.

What are central banks seeing?

How can conservation and your money help to reduce C02 emissions to zero? Eleanor Spencer and Mike Appleby discuss the work of the Zoological Society of London (ZSL) in protecting tropical forest commodity sectors and the role of sustainable investment in helping companies that fight climate change.

ZSL & Liontrust: How conservation and your money can reduce CO2 emissions

Is the global economy on a slowdown? Where now for rates in the US, UK and Europe? What does this mean for investors? Phil Milburn tackles these issues

Shaken and Stirred - Episode 8

John Husselbee offers a view from the boundary as he delivers six similarities between investing and cricket.

Spur to Action - Episode 6

In the second of a two-part episode, John Husselbee reveals more of the major talking points from his recent visit to the Morningstar Investment Conference in Chicago.

Spur to Action - Episode 5

Fresh from visiting Chicago for the Morningstar Investment Conference, John Husselbee reveals some of his key takeaways from this flagship annual event.

Spur to Action - Episode 4

How liquid are corporate bond markets, what makes liquidity an issue and how can investors manage illiquidity? Phil Milburn discusses all things liquidity.

Shaken and Stirred - Episode 7

A year after the launch of the first fund by the Liontrust Global Fixed Income team, Phil Milburn reflects on markets over the past 12 months and where value is today.

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Liontrust Radio

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