23.10 Liontrust Views Autumn 2023 Literature (Single) - Flipbook - Page 3
WELCOME
Welcome to the autumn 2023 edition of
Liontrust Views, in which we provide you
with insights about markets and what they
might mean for your investments.
Global equity markets have paused for
breath in recent months after having
delivered positive performance over the last
year. Worries over interest rate hikes and
warnings from central bankers that the fight
against inflation must continue have had
a detrimental impact on financial markets,
and especially bonds, although significantly
less so than in 2022. We discuss the
drivers of investment markets in detail and
what changes are being made to your funds
as a result.
In our cover story on page 10, we outline
why investors have become more aware of
commodities since 2022, not least because
the sharp rise in their prices caused by the
war in Ukraine means that the cost of living
has soared. On page 10, we outline why
investing in the asset class might be a good
idea, such as providing a hedge against
inflation, and how to access the diverse
opportunities it offers.
Financial markets have seen a lot of ups and
downs in recent years, making the higher returns
now available on savings accounts – thanks
to successive interest rate rises by the Bank
of England – all the more attractive. Investors
should remember, however, that inflation can
also undermine the real value of their savings.
On page eight, we explain the attractions of
staying invested in the stock market over the
long term rather than holding onto cash.
On page 12, we look at the opportunities
India offers investors and the risks involved.
India has become the most populous
country in the world, has been developing
a reputation as a technology and innovation
hub for some years and enjoyed a prominent
role on the world stage this year after its
successful moon landing and hosting of the
G20 summit.
Finally, our performance overview on pages
14–25 provides the vital statistics you need
to see how your funds have performed.
We hope that you enjoy reading this edition
of Liontrust Views and we always welcome
your feedback.
LIONTRUST VIEWS – AUTUMN
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