Posts:

Fund manager

Funds:

Running the rule over Trump’s first 100 days

John Husselbee, Jamie Clark, Mark Williams, James Inglis-Jones & Olly Russ

As President Trump approaches his 100th day in office (29 April), Liontrust’s fund managers take a look at his impact on markets. Read more

Liontrust GF Asia Income Fund

Q1 2017 review

The Q1 2017 review for the Fund is available. Read more

Liontrust Asia Income Fund

Q1 2017 review

The Q1 2017 review for the Fund is available. Read more

Liontrust European Enhanced Income Fund

March 2017 review

The March 2017 review for the Fund is available. Read more

Liontrust European Income Fund

March 2017 review

The March 2017 review for the Fund is available. Read more

Liontrust European Growth Fund

March 2017 review

The March 2017 review for the Fund is available. Read more

Liontrust GF European Smaller Companies Fund

March 2017 review

The March 2017 review for the Fund is available. Read more

Liontrust Global Income Fund

March 2017 review

The March 2017 review for the Fund is available. Read more

Liontrust Special Situations Fund

March 2017 review

The March 2017 review for the Fund is available. Read more

Liontrust UK Smaller Companies Fund

March 2017 review

The March 2017 review for the Fund is available. Read more

Liontrust UK Micro Cap Fund

March 2017 review

The March 2017 review for the Fund is available. Read more

Liontrust UK Growth Fund

March 2017 review

The March 2017 review for the Fund is available. Read more

Liontrust GF Special Situations Fund

March 2017 review

The March 2017 review for the Fund is available. Read more

The Multi-Asset Process

Q1 2017 market review

The Q1 2017 market overview is available. Read more

The Multi-Asset Process

March 2017 market review

The March 2017 market overview is available. Read more

Liontrust Macro UK Growth Fund

March 2017 review

The March 2017 review for the Fund is available. Read more

Liontrust Macro Equity Income Fund

March 2017 review

The March 2017 review for the Fund is available. Read more

Liontrust GF Global Strategic Equity Fund

March 2017 review

The March 2017 review for the Fund is available. Read more

Liontrust GF European Strategic Equity Fund

March 2017 review

The March 2017 review for the Fund is available. Read more

Liontrust European Income Fund

February 2017 review

The February 2017 review for the Fund is available. Read more

Liontrust European Enhanced Income Fund

February 2017 review

The February 2017 review for the Fund is available. Read more
Victoria Stevens

Tapping into the Digital Economy

It’s hard to attach a value to ‘digital economy’ benefits for any given company, but earlier this year the US mega-deal between Verizon and Yahoo gave us an example of how much it can cost to get your digital strategy wrong: $350m. Read more
Olly Russ

It’s the economy (not politics)

Today’s Dutch election result saw the incumbent centre-right VVD party beat populist anti-immigration candidate Geert Wilder’s eurosceptic PVV party. Read more

Liontrust GF Special Situations Fund

February 2017 review

The February 2017 review for the Fund is available. Read more

Liontust UK Smaller Companies Fund

February 2017 review

The February 2017 review for the Fund is available. Read more

Liontrust UK Micro Cap Fund

February 2017 review

The February 2017 review for the Fund is available. Read more

Liontust UK Growth Fund

February 2017 review

The February 2017 review for the Fund is available. Read more

Liontrust Special Situations Fund

February 2017 review

The February 2017 review for the Fund is available. Read more

Liontrust GF European Smaller Companies Fund

February 2017 review

The February 2017 review for the Fund is available. Read more

Liontrust Global Income Fund

February 2017 review

The February 2017 review for the Fund is available. Read more

Liontrust European Growth Fund

February 2017 review

The February 2017 review for the Fund is available. Read more
John Husselbee

Great Expectations?

Financial markets are often said to be driven by investor expectations, the so-called fear and greed. This is perhaps best summarised by the frequently quoted father of value investing, Benjamin Graham: "In the short run, the market is a voting machine but, in the long run, it is a weighing machine.” Read more
Mark Williams

Should investors in Asia worry about Trump?

In the run-up to the US Presidential election, Donald Trump loudly lambasted the Chinese, threatening to attack what he seemed to see as iniquitous trade policies. Before the vote he threatened to retaliate for China ‘raping’ America on trade, to impose massive tariffs on Chinese imports and on his first day in the White House labelled China a currency manipulator. Read more
Samantha Gleave

Five European small cap picks

In this blog, I am taking the opportunity to look at five of the stocks we have included in the GF European Smaller Companies Fund, which we launched at the start of February. Read more
James Inglis-Jones

Beware over-paying for forecast growth

We hold an upbeat assessment of the outlook for European equities this year but we are very cognisant of the need to limit exposure to some extreme valuations being afforded to stocks meeting certain investment characteristics. Read more
Mark Williams

Five stocks to crow about in the Year of the Rooster

This article was first published by Citywire Wealth Manager on 16 February 2017 • Lite-0n Technology Corp: Giving you the dual-camera you never knew you wanted Lite-On manufactures power supplies, components for consumer electronics, and optoelectronics. Read more
Jamie Clark

Taking the edge off our pharma exposure

We are longstanding investors in the pharmaceutical sector, but think investors should be more critical in evaluating the chance of drug pipeline failure and risks to capital. Read more
Shashank Savla

Why we remain underweight India despite reform progress

The approval of the Goods and Services Tax (GST) bill in August was an important step for India, and contributes to us holding a positive medium-term outlook for the country. Read more

Liontrust GF Global Strategic Equity Fund

February 2017 review

The February 2017 review for the Fund is available. Read more

Liontrust GF European Strategic Equity Fund

February 2017 review

The February 2017 review for the Fund is available. Read more

The Multi-Asset Process

February 2017 market review

The February 2017 market overview is available. Read more

Liontrust Macro UK Growth Fund

February 2017 review

The February 2017 review for the Fund is available. Read more

Liontust Macro Equity Income Fund

February 2017 review

The February 2017 review for the Fund is available. Read more

Liontrust Asia Income Fund

February 2017 portfolio changes

The February 2017 review for the Fund is available. Read more

Liontrust European Enhanced Income Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust European Income Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust Global Income Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust European Growth Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust GF Special Situations Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust UK Smaller Companies Fund

January 2017 review

The January 2017 review for the Fund is available. Read more