Posts:

Fund manager

Funds:

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

Liontrust Special Situations Fund

July 2017 review

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

Liontrust GF Special Situations Fund

July 2017 review

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

Liontrust European Enhanced Income Fund

July 2017 review

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

Liontrust European Income Fund

July 2017 review

The July 2017 review for the Fund is available. Read more
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 GF European Smaller Companies Fund

July 2017 review

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

Liontrust Global Income Fund

July 2017 review

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

Liontrust European Growth Fund

July 2017 review

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

Three reasons to be cautious on Australia

The Liontrust Asia Income Fund has had relatively little exposure to Australia since its launch, which to date has been a positive for the portfolio. Here we look at three of the main reasons for our cautious stance. Read more

Liontrust Macro UK Growth Fund

July 2017 review

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

Liontrust Macro Equity Income Fund

July 2017 review

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

Liontrust Asia Income Fund

July 2017 portfolio changes

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

Liontrust GF Asia Income Fund

July 2017 portfolio changes

The July 2017 portfolio changes for the Fund are available. Read more
John Husselbee

The Multi-Asset Process

July 2017 market review

The July 2017 market overview is available. Read more

Liontrust GF European Strategic Equity Fund

July 2017 review

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

Is the FDA stubbing out tobacco stocks?

At the end of July the tobacco industry was dealt another blow, this time by the US Food and Drug Administration, which committed to cutting nicotine levels in a bid to reduce addiction to cigarettes. This intervention reinforces why we have long-avoided tobacco stocks within our Macro Equity Income and Macro UK Growth funds. Read more
Stephen Bailey

Why we cut our AstraZeneca holding

Stephen Bailey comments on pharmaceuticals giant AstraZeneca following news that the “Mystic” study - its flagship research into lung cancer treatment - has failed. Read more
Olly Russ

Sea of opportunity in Europe has tide turning for earnings

Liontrust’s European Income fund managers Olly Russ and Oisin O’Leary speak with Citywire about the good news stories they’re finding in Europe. Read more
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