Posts:

Fund manager

Funds:

John Husselbee

The best of times, the worst of times

We are living through a time of historic contradictions: political turbulence and yet market highs and low market volatility. John Husselbee analyses four potential triggers that might lead to market falls in the second half of the year. Read more

Liontrust UK Ethical Fund

Q3 to end September 2017 review

Porvair sold down in a strong Q3 due to animal testing criteria. Read more

Liontrust SF UK Growth Fund

Q3 to end September 2017 review

Sophos, Worldpay and RPC were key holdings in Q3, with Gym Group a new addition to the portfolio. Read more

Liontrust SF Managed Fund

Q3 to end September 2017 review

Stock selection adds value over the quarter, with names including ASML and Sophos leading the charge. Read more

Liontrust SF Global Growth Fund

Q3 to end September 2017 review

ASML, Keyence and Alexion play key roles in returns over Q3. Read more

Liontrust SF European Growth Fund

Q3 to end September 2017 review

ASML, DNB and Kingspan contribute towards returns in Q3. Read more

Liontrust SF Defensive Managed Fund

Q3 to end September 2017 review

Stock selection adds value over the quarter, with outperformance from names including ASML and Sophos but a weaker period for Acuity Brands. Read more

Liontrust SF Corporate Bond Fund

Q3 to end September 2017 review

Overweight in insurance and underweight duration positions were key in Q3. Read more

Liontrust SF Cautious Managed Fund

Q3 to end September 2017 review

Overweights to global and UK equities, and underweights to cash and government bonds, remain key asset allocation decisions. Read more

Liontrust Monthly Income Bond Fund

Q3 to end September 2017 review

Performance drivers include stock selection in the bank, utility, insurance and telecom sectors. Read more

Liontrust SF Absolute Growth Fund

Q3 to end September 2017 review

In a strong quarter for equities overall, Keyence and Alexion have been standouts. Read more

Liontrust European Growth Fund

September 2017 review

Energy stocks dominate risers as oil price gains 10%. Read more

Liontrust Global Income Fund

September 2017 review

Rise in bond yields hurts some high-yield equity sectors. Read more

Liontrust GF European Smaller Companies Fund

September 2017 review

Benign small cap backdrop allows gains for many holdings. Read more

Liontrust GF European Strategic Equity Fund

September 2017 review

Long book participates in market rally but short book sees weakness. Read more

Liontrust GF Asia Income Fund

Q3 2017 review

South Korea provided the biggest contribution to the Fund’s strong quarterly return, followed by Taiwan. Read more

Liontrust Asia Income Fund

Q3 2017 review

South Korea provided the biggest contribution to the Fund’s strong quarterly return, followed by Taiwan. Read more

Liontrust European Enhanced Income Fund

September 2017 review

Investor rotation out of utilities offsets strong update from bike-rack specialist Thule. Read more

Liontrust European Income Fund

September 2017 review

Investor rotation out of utilities offsets strong update from bike-rack specialist Thule. Read more

Liontrust Special Situations Fund

September 2017 review

Integrated oil & gas, engineering and support services stocks benefit from oil price rally. Read more

Liontrust UK Growth Fund

September 2017 review

Integrated oil & gas, engineering and support services stocks benefit from oil price rally. Read more

Liontrust UK Micro Cap Fund

September 2017 review

Bioventix tops portfolio risers after raising profit guidance. Read more

Liontrust UK Smaller Companies Fund

September 2017 review

Accesso Technology defies adverse weather conditions to post strong interim results. Read more

The Multi-Asset Process

September 2017 market review

John Husselbee discusses the Federal Reserve’s tapering announcement in September: bears have long claimed this could deflate markets but history suggests there could be plenty left in the equity tank. Read more

Liontrust Macro UK Growth Fund

September 2017 review

Good returns from Global Pharma Macro-Theme offsets oil price headwind. Read more

Liontrust Macro Equity Income Fund

September 2017 review

Zero weight to oil & gas a headwind, but managers retain conviction that sector’s longer-term prospects are poor. Read more
Jamie Clark

How we are playing the interest rate inflexion

Jamie Clark highlights three Macro-Themes which he believes are set to benefit from higher UK interest rates. Read more
Peter Michaelis

The PRI 12 years on

'We must work to make companies do more to respect human rights; to allow collective bargaining; we must develop ways to reduce inequality, to curtail CEO pay; we must accelerate decarbonisation; rein in the tech giants and ensure we achieve the Sustainable Development goals.' Read more
Olly Russ

Banking on European growth

Nordea’s decision to relocate from Sweden to Finland has two important implications for investors in the sector: first, banks are once again welcomed by governments following their post-crisis fall from grace; secondly, and consequently, the Europe-wide trend for higher tax and capital requirements may have finally met effective resistance from bank management. Read more
Jamie Clark

Job gains mean higher rates are coming

Guess what? Interest rates can go up, as well as down. This was the strikingly clear and somewhat obvious import from the text accompanying the Bank of England’s unchanged rate decision yesterday. Read more

Liontrust Special Situations Fund

August 2017 review

Fall in AA shares restricts Fund’s gains. Read more

Liontrust UK Growth Fund

August 2017 review

Fall in AA shares restricts Fund’s gains. Read more

Liontrust UK Smaller Companies Fund

August 2017 review

Company newsflow drives four biggest share price moves. Read more

Liontrust UK Micro Cap Fund

August 2017 review

Bioquell biggest mover on raised profit forecast. Read more
Samantha Gleave

What does the BoE’s rate hint mean for stock pickers?

“…monetary policy could need to be tightened by a somewhat greater extent over the forecast period than current market expectations.” Monetary Policy Committee Decision, 14 September 2017. Read more

Liontrust European Income Fund

August 2017 review

Telecom picks drive fund gains as Sunrise Communications lifts guidance. Read more

Liontrust European Enhanced Income Fund

August 2017 review

Euro strengthens as ECB tapering nears. Read more

Liontrust Global Income Fund

August 2017 review

Financials and materials holdings shine amid geopolitical unrest. Read more

Liontrust GF European Smaller Companies Fund

August 2017 review

Ongoing euro strength holds back European market. Read more

Liontrust European Growth Fund

August 2017 review

Technogym stands out in wave of half-year earnings reports. Read more

Liontrust Asia Income Fund

August 2017 portfolio changes

Raising exposure to China’s infrastructure spending. Read more
Matt Tonge

3 success stories and 3 to watch

18 months on from the Fund’s launch, co-manager Matt Tonge takes a look at three ‘success stories’ which have already graduated from the micro cap space and highlights three ‘ones to watch’ from the companies the team has bought so far this year. Read more

The Multi-Asset Process

August 2017 market review

August was a slightly more volatile month than we have grown used to in 2017 – largely due to sabre rattling (of the nuclear variety) by the US and Korea and bracing for the impact of Hurricane Harvey. Read more

Liontrust Macro Equity Income Fund

August 2017 review

Building exposure to residential housing. Read more

Liontrust Macro UK Growth Fund

August 2017 review

Building exposure to residential housing. Read more

Liontrust GF European Strategic Equity Fund

August 2017 review

Long book strength in face of falling market. Read more
Mark Williams

Is China’s debt “dangerous”?

Headlines can be misleading, as proved by last week’s IMF report on China. “IMF warns China over ‘dangerous levels of debt’’’ reported the FT, quoting the IMF statement that “international experience suggests that China’s current credit trajectory is dangerous with increasing risks of a disruptive adjustment”. Read more

Liontrust UK Smaller Companies Fund

July 2017 review

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

Liontrust UK Micro Cap Fund

July 2017 review

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

Liontrust UK Growth Fund

July 2017 review

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