Mark Hawtin, head of Liontrust global equities team: 'We can understand why markets have reacted as they have because, if fully enacted, the tariffs have far-reaching impacts and many unintended consequences. Trump is single-handedly meting out huge cost problems on the iconic brands created in the US.' Ben Conway, chief investment officer and head of fund management at Hawksmoor Investment...

Investors naturally put a lot of effort into identifying winning investments to stay ahead of the game, but less appreciated is the idea of steering clear of laggards.For fund investors this is where the Evelyn Partners Investment Management Spot the Dog biannual report comes in.The report's aim is to compare fund performance on an apples-to-apples basis against an appropriate benchmark to...

Tesco chair snaps up £148,467 sharesFevertree CFO, non-executive directors buy sharesLiontrust directors buy £62,500 sharesChair of the UK's biggest supermarket chain Tesco (TSCO), Gerry Murphy, has bought 40,000 shares at 371p in a trade with a total value of £148,467 on 29 January.Murphy's move comes after Tesco reported a strong third quarter and Christmas trading update in early...

Metro Bank director buys sharesLiontrust finance head buys sharesBeeks chief executive trims holdingCristina Ochoa, non-executive director of high street lender Metro Bank (MTRO), bought 155,723 shares at 90p for a total value of £139,646 on 19 November.Year-to-date the high street lender's shares have risen a stellar 152%.Ochoa's move comes at a tough time for the UK challenger bank after it...

Equities in Europe ended higher on Thursday, overcoming some earlier uncertain trade, as comments from a US official calmed some geopolitical worries which kept a lid on investor enthusiasm.Nonetheless, Brent remained above the $73 mark, supporting oil majors.Moscow's ambassador in London said Thursday Britain was 'now directly involved' in Russia's war with Ukraine, following reports Kyiv had...

Shares in Liontrust (LIO) fell more than 7% to 486p in a week as the fund manager reported net outflows of £1.1 billion for the three months ending 30 September.The company's shares hit a 52-week low on 11 October with AuMA (assets under management and advice) falling 4% to £26 billion.Liontrust CEO John Ions blamed political and economic uncertainty around the new Labour government for the...

For readers who may not be aware, being market-cap weighted both the FTSE 100 and the FTSE 250 index are reviewed and rebalanced every three months to take account of share price movements.In the previous review, which took place at the end of February, budget airline group EasyJet (EZJ) won promotion to the FTSE 100 while precious metals group Endeavour Mining (EDV) was relegated to the FTSE...

Running the data on the best performing FTSE 350 stocks in the 10 years to September 2021, Liontrust Asset Management (LIO) sits in second place with a 3,180% return. It becomes the sixth worst performing stock when you delve into the index's performance for the past two years.Are we at another turning point for the stock? On 24 August, Liontrust shot to the top of the FTSE 350 risers table...

Only a third of GAM investors accept offerSwiss asset manager shares gain 4%French billionaire Niel the likely victorShares in Liontrust (LIO) leapt 11% to 674p after the UK asset management firm admitted its attempt to take over troubled Swiss rival GAM (GAM:SWX) was dead in the water. Shares in GAM rose 4% to CHF 0.47 on the news in morning trading.Liontrust shares remain in the...

Fund manager Liontrust Asset Management (LIO) has seen its shares halve in the last six months, which is providing a headwind for its proposed takeover of struggling Swiss asset manager GAM (GAM:SWX).Liontrust's offer is based on issuing 9.4 million shares to GAM's shareholders which on the day of the original takeover offer (4 May) valued GAM at CHF 107 million (£96 million), equivalent to...

Deal sees veteran Pease bow outConsolidation gathering paceListed UK firms could be vulnerable to takeoversCompetition for customers and the need for economies of scale are driving another round of consolidation in the UK wealth management industry with the announcement this week of yet another deal.Yesterday it emerged that hedge fund Lansdowne Partners had agreed to acquire equities...

Shares in growth-orientated asset manager Liontrust Asset Management (LIO) have fallen by nearly 20% in a month, with the stock losses exacerbated by news it might be interested in buying Swiss rival GAM.Whether this suggests shareholder aversion to such a deal or is merely a reaction to the company's lacklustre first quarter when the company reported material outflows is open to...

Investors instinctively know sectors such as utilities, consumer staples and healthcare are defensive and have historically provided shelter during stock market turbulence. Yet the analysis usually focuses on sector performance alone.This article takes a different approach and seeks to identify stocks within the S&P 500 and FTSE 350 indices which have had the least number of down years over...

- Chairman of carmaker tops up holdings- Eagle Eye stake changes hands- Swiss asset manager backs Seeing MachinesWHO HAS BEEN BUYING AND SELLING?It has been a busy month for the board at luxury carmaker Aston Martin Lagonda (ASL), with billionaire Canadian businessman and company chairman Lawrence Stroll and non-executive director Michael de Picciotto increasing their stakes.Having already...

Recent fund flows data suggests investors have been withdrawing money from the market rather than waiting for it to rebound.According to Morningstar's asset flows report, in June investors redeemed £2.6 billion from open-ended UK equity funds.This chimes with recent announcements from asset management firms.Blackrock (BLK:NYSE), the world's largest asset manager, recently reported nearly $10...

- Shares fall despite results beating expectations - Assets under management miss estimates - ESG fund flow outlook challengingShares in FTSE 250 asset manager Liontrust Asset Management (LIO) eased 1.6% to 915p despite the group announcing full year results that were ahead of expectations.The market focused instead on the slowdown in net asset flows, specifically for ESG where performance...

As 2022 began many investment experts were whistling a similar tune; that conditions still look good but the rip-roaring rallies powered by the reopening are history. Growth will ease. Returns will moderate. Risks abound?but so do opportunities.As we close in on the halfway stage of 2022 investors have the opportunity to reflect, and it's a good bet that with the benefit of 20/20 hindsight,...

Sanford DeLand's CFP SDL UK Buffettology (BF0LDZ3) and CFP SDL Free Spirit (BYYQC27) funds have forged top-notch long-term performance records since respective launches in 2011 and 2017 thanks to the unwavering pursuit of 'Business Perspective Investing', a quality-focused approach championed by 'Sage of Omaha' Warren Buffett and Charlie Munger.Unusually however, both portfolios managed by...

By Daniel Coatsworth, Mark Gardner, Ian Conway and James CruxIt's your final chance to make the most of the £20,000 ISA allowance for the 2021/22 tax year and we've got three quality investment ideas for those seeking last minute inspiration.The beauty of ISAs is you don't pay any tax on capital gains or income from investments inside the account.Even if you aren't ready to put more money...

UK stocks opened higher on Tuesday as concerns about the omicron variant abated, China eased monetary policy and several blue chip companies announced earnings upgrades, with the benchmark FTSE 100 index bid up 1.1% to 7,312.73 points early on.Indications that the new Covid strain may only trigger mild symptoms prompted relief among investors and helped travel stocks take off.Risk appetite was...