Posts:

Fund manager

Funds:

Neil Brown

Why we look for businesses which don’t rely on regulation

Neil Brown, co-manager on the Liontrust Sustainable Investment team, speaks to CNBC’s Squawk Box. Read more
John Husselbee

Living in a low-volatility world

Volatility – or the current lack of it – is a hot topic in investment circles, with the so-called Fear index in the US (known as the Vix) sitting at all-time lows. Read more

Liontrust Asia Income Fund

Q2 2017 review

The Q2 2017 review for the Fund is available. Read more

Liontrust GF Asia Income Fund

Q2 2017 review

The Q2 2017 review for the Fund is available. Read more

Liontrust GF European Smaller Companies Fund

June 2017 review

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

Liontrust Global Income Fund

June 2017 review

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

Liontrust European Growth Fund

June 2017 review

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

Liontrust European Income Fund

June 2017 review

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

Liontrust European Enhanced Income Fund

June 2017 review

The June 2017 review for the Fund is available. Read more
Mark Williams

Seoul searching – why we have increased our Korea exposure

Last week I returned from spending four days in Seoul. There I had met the management teams of 19 companies, all of whom paid out dividends, with yields averaging almost 3%. Read more

The Asian Financial Crisis: 20 years on

Mark Williams & Carolyn Chan

In the summer of 1997, the devaluation of the Thai Baht marked the beginning of the Asian Financial Crisis. Loss of investor confidence in the region led to further capital flight, with net private capital inflows drying up from US$110bn in 1996 to net outflows of US$11bn for the crisis-hit countries. Read more

Liontrust Special Situations Fund

June 2017 review

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

Liontrust GF Special Situations Fund

June 2017 review

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

Liontrust UK Smaller Companies Fund

June 2017 review

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

Liontrust UK Micro Cap Fund

June 2017 review

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

Liontrust UK Growth Fund

June 2017 review

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

The Multi-Asset Process

June 2017 market review

The June 2017 market overview is available. Read more
Julian Fosh

Reports of Quality’s death are greatly exaggerated

Over the last year or so, there has been a growing investment debate over the prospects for ‘quality’ and ‘value’ investment styles. The concern for some is that shares in high-quality companies have performed very well, and could be vulnerable to a correction relative to ‘value’ stocks. Read more

Liontrust GF European Strategic Equity Fund

June 2017 review

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

Liontrust Macro UK Growth Fund

June 2017 review

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

Liontrust Macro Equity Income Fund

June 2017 review

The June 2017 review for the Fund is available. Read more
Olly Russ

The return of confidence in Europe

This weekend we saw the Italian government bail out two failing banks (Veneto Banca and Banca Popolare di Vicenza) in an arrangement which could cost the taxpayer €17bn, while handing off the ‘good assets’ to Intesa Sanpaolo. Read more
Julian Fosh

Five small & mid-cap picks

The Liontrust UK Growth Fund invests in companies with Economic Advantage characteristics across the UK market cap spectrum. We currently have over a third of the Fund invested in small and mid-cap stocks and here I highlight five of the best. Read more

Liontrust GF Special Situations Fund

May 2017 review

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

Liontrust UK Smaller Companies Fund

May 2017 review

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

Liontrust UK Micro Cap Fund

May 2017 review

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

Liontrust UK Growth Fund

May 2017 review

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

Liontrust Special Situations Fund

May 2017 review

The May 2017 review for the Fund is available. Read more
Simon Clements

What is the next frontier in the digital age?

The digital age has exploded onto the scene and changed the world in many ways. Most of us now feel lost if we don’t have our smartphone close to hand, while misplacing it feels a bit like losing an arm. Read more

Liontrust European Enhanced Income Fund

May 2017 review

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

Liontrust European Income Fund

May 2017 review

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

Liontrust GF European Smaller Companies Fund

May 2017 review

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

Liontrust European Growth Fund

May 2017 review

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

Liontrust Global Income Fund

May 2017 review

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

Liontrust GF European Strategic Equity Fund

May 2017 review

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

Liontrust Macro UK Growth Fund

May 2017 review

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

Liontrust Macro Equity Income Fund

May 2017 review

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

Liontrust Asia Income Fund

May 2017 portfolio changes

The May 2017 portfolio changes for the Fund are available. Read more

Liontrust GF Asia Income Fund

May 2017 portfolio changes

The May 2017 portfolio changes for the Fund are available. Read more

The Multi-Asset Process

May 2017 market review

The May 2017 market overview is available. Read more

What do FTSE all-time highs mean for investors?

Jamie Clark, Stephen Bailey

With the FTSE100 notching up 16 all-time closing highs so far in 2017, and currently sitting only seven points shy of last week’s record level of 7,522, we invited Macro-Thematic fund managers Jamie Clark and Stephen Bailey to assess whether this has any implications for investors in UK equities. Read more
Simon Clements

A postcard from the West Coast

Having spent the last week visiting the West Coast of the US, I was struck by the innovation and growth of businesses in San Francisco, Silicon Valley, Phoenix, San Diego and Los Angeles. Read more
Jamie Clark

Jackanory – the life insurers’ bears are reading the wrong story

The Liontrust Macro Equity Income Fund’s demographics theme is centered around the identification of corporate beneficiaries of ageing populations. Read more

Liontrust GF Asia Income Fund

April 2017 portfolio changes

The April 2017 portfolio changes for the Fund are available. Read more

Liontrust European Income Fund

April 2017 review

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

Liontrust European Enhanced Income Fund

April 2017 review

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

Liontrust UK Growth Fund

April 2017 review

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

Liontrust Special Situations Fund

April 2017 review

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

Liontrust GF Special Situations Fund

April 2017 review

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

Liontrust Asia Income Fund

April 2017 portfolio changes

The April 2017 portfolio changes for the Fund are available. Read more