Microsoft Corporation (MSFT) Surged 38% as Azure Accelerated, but One Investor Remains Skeptical: Here’s Why

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Liontrust Investment Partners recently released its "GF Global Dividend Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned -0.6% in the third quarter of 2026, underperforming the MSCI AC World Index, which gained 1.6%. However, the Fund remained ahead of the benchmark year to date, with a 16.0% return compared with 13.0% for the index. The quarter was shaped by volatility across semiconductor stocks, even as demand for AI infrastructure continued to strengthen.