Liontrust Views Winter 2023 - Flipbook - Page 3
WELCOME
Welcome to the first edition of Liontrust Views
in 2023.
In this edition we examine the political and
economic factors that have driven global
markets in recent months and look at what
we believe might lie ahead. We outline our
positioning with regards to the asset classes in
which we invest and explain how we see the
opportunities and risks they pose.
This publication is also a guide to how the
Liontrust Multi-Asset Funds have performed and
outline what market developments mean for
your investments.
Financial markets opened this year in recovery
mode, having performed positively over the last
three months of 2022, when they ended a rare
run of three successive negative quarters earlier
in the year.
The last year has also provided a lesson in just
how volatile markets can be. But history shows
they do recover at some stage and on page 12–
13 we explain the benefits of taking a long-term
view when investing – trying to time entry and
exits from markets can be a hazardous pursuit.
We hope you enjoy reading this edition of
Views and we welcome your feedback.
LIONTRUST VIEWS – WINTER
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