Funds Updates

Second quarter of 2021 review of the High Yield Market & the Liontrust High Yield Bond Fund & outlook for the High Yield Market in general.

On the third anniversary of the GF High Yield Bond Fund, manager Donald Phillips explains why high yield bonds should be viewed as an evergreen asset that can offer income generation across different market conditions.

First quarter of 2021 review of the High Yield Market & the Liontrust High Yield Bond Fund & outlook for the High Yield Market in general.

In this article, Blue Whale go on a brief detour into classical aesthetics before applying this to their mission of generating consistent significant outperformance by investing in truly beautiful companies.

Fourth quarter of 2020 review of the High Yield Market & the Liontrust High Yield Bond Fund & outlook for the High Yield Market as we move into the new year.

There are risks and dangers that lurk around a surging market rally. Stephen Yiu writes on how to deliver consistent significant outperformance successfully with hard work and discipline.

The most detailed and accurate research is useless unless you also have a buy or sell decision based on valuation; similarly, an investment decision without a fundamental understanding of a business is no better than investing on the roll of the dice.

Third quarter of 2020 review of the High Yield Market & the Liontrust High Yield Bond Fund & outlook for the High Yield Market as the year continues.

One topic that often comes up in conversations between investors is technology. Given the significant outperformance from “Tech stocks” after lockdown, Stephen Yiu visits this topic, clearing up some misconceptions and shares his views on the New World that’s emerging.

Stephen Yiu discussed companies that can be described as the Lockdown Survivors and the Beneficiaries of accelerated adoption.