Q3 2025 comment
Mark Hawtin, Head of Global Equities team
Even though US exceptionalism reasserted itself in the third quarter, Mark Hawtin explains why there have been plenty of investment opportunities outside the Magnificent 7 stocks and how dispersion within sectors has increased, supporting the case for greater diversification.
The analogue renaissance
David Goodman, Fund Manager, Global Equities team
Digital technology appears to dominate all our lives, reshaping how we live and work. David Goodman, however, argues that analogue is making a renaissance, with people rediscovering the experience of what is scarce and can be kept and remembered. This presents opportunities for companies and investors.
Seeing into the future – the smart glasses revolution
Pieran Maru, Fund Manager, Global Equities team
Smart glasses are rapidly emerging as the next everyday computing platform. Pieran Maru discusses the rise of smart glasses, why we are at an inflection point, the challenges ahead, and why the most important question is which companies will succeed.
Space – the final frontier
Mark Hawtin, Head of Global Equities team
The Space economy, which was boosted by Elon Musk’s SpaceX rocket successfully being recovered on landing last year, is expected to grow to more than $1 trillion by 2040. Mark Hawtin examines the risks and opportunities for investors in the Space economy.
Emerging markets in a weak dollar world
Tom Smith, Fund Manager, Global Equities team
Tom Smith discusses the impact of the weaker US dollar on the economies and stock markets of emerging markets, including on investment, capital flows and technology, and which countries are benefiting the most.
India's tech stack: public rails, private ingenuity
Ewan Thompson, Fund Manager, Global Equities team
Ewan Thompson argues that emerging markets’ deployment of technology and its integration into daily life is increasingly well in advance of developed markets. In this article, Ewan explores India’s digital architecture to demonstrate this advanced development.
Outlook: diversified strategies remain key
Mark Hawtin, Head of the Global Equities Team
Mark Hawtin explains that there are plenty of ways to deliver returns above the index outside the US mega caps despite the rising geopolitical and economic risks. He discusses why the winners of the future will be different from the winners of the past and that the path of the US dollar is a critical component of many investment themes today.
Download previous newsletters
KEY RISKS & DISCLAIMER
Non-UK individuals: This document is issued by Liontrust Europe S.A., a Luxembourg public limited company (société anonyme) incorporated on 14 October 2019 and authorised by and regulated as an investment firm in Luxembourg by the Commission de Surveillance du Secteur Financier (“CSSF”) having its registered office at 18, Val Sainte Croix, L-1370 Luxembourg, Grand Duchy of Luxembourg and registered with the Luxembourg trade and companies register under number B.238295.
UK individuals: This document is issued by Liontrust Investment Partners LLP (2 Savoy Court, London WC2R 0EZ), authorised and regulated in the UK by the Financial Conduct Authority (FRN 518552) to undertake regulated investment business.
It should not be construed as advice for investment in any product or security mentioned, an offer to buy or sell units/shares of Funds mentioned, or a solicitation to purchase securities in any company or investment product. Examples of stocks are provided for general information only to demonstrate our investment philosophy. The investment being promoted is for units in a fund, not directly in the underlying assets.
This information and analysis is believed to be accurate at the time of publication, but is subject to change without notice. Whilst care has been taken in compiling the content, no representation or warranty is given, whether express or implied, by Liontrust as to its accuracy or completeness, including for external sources (which may have been used) which have not been verified.
This is a marketing communication. Before making an investment, you should read the relevant Prospectus and the Key Investor Information Document (KIID) and/or PRIIP/KID, which provide full product details including investment charges and risks. These documents can be obtained, free of charge, from www.liontrust.com or direct from Liontrust. If you are not a professional investor please consult a regulated financial adviser regarding the suitability of such an investment for you and your personal circumstances.