Liontrust Radio

Independently minded

Spur to Action - Episode 4

June 17th, 2019

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

Shaken and Stirred - Episode 7

June 14th, 2019

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 6

June 3rd, 2019

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.

Shaken and Stirred - Episode 5

May 31st, 2019

Phil Milburn examines the new issue market for bonds, and what opportunities there may be for investors.

Spur to Action - Episode 3

May 3rd, 2019

Blending managers is vital for a successful multi-asset portfolio. John Husselbee explains how he mixes different styles, including value and growth, to get the right balance and looks at the prospects for both styles of investments.

Spur to Action - Episode 2

April 15th, 2019

Ole Gunnar Solskjaer is the latest example of a new football manager sparking improved results. Can the same be said of fund managers? John Husselbee discusses how he looks at fund manager changes across his multi-asset portfolios and when he looks to use his subs bench.

Shaken and Stirred - Episode 4

April 3rd, 2019

What is going on in bond markets and what are they telling investors? Phil Milburn explains falling bond yields, the inverted US yield curve and what do they tell us about the economic outlook.

Spur to Action - Episode 1

March 20th, 2019

John Husselbee discusses what fund management can learn from football and some of the recent tactical substitutions across his multi-asset portfolios.

Shaken and Stirred - Episode 3

March 18th, 2019

Phil Milburn interprets the latest statements from the European Central Bank and analyses whether they indicate greater dovishness.

Shaken and Stirred - Episode 2

March 1st, 2019

Phil Milburn discusses whether there is a bubble in the BBB corporate bond market and are there investment opportunities.