Since its launch 5 years ago, a number of stocks have left the Liontrust UK Micro Cap Fund because they have been so successful they have outgrown the portfolio. Victoria Stevens highlights such companies and others that could follow. Read more

Bonds are thought of as a relatively stable asset class, which offer diversification from equity risk. But that isn’t always the case. David Roberts explains how some bonds are more closely correlated with equities than the wider bond market and why it is imperative that investors are selective about which bonds they include in their portfolios. Read more

Harriet Parker explains why engagement is key to driving positive change at companies as well as dealing with controversies. Read more

Despite recent rises, government bonds still offer historically low yields. Donald Phillips explains how high yield bonds can provide extra income and ways in which investors can seek to minimise default risk. Read more

One of the longest held companies in the Sustainable Future funds is to exit the portfolios with the acquisition of GW Pharma completing in Q2. Peter Michaelis explains how this innovative healthcare business encapsulates what the team look for in sustainable companies. Read more

Global bond yields have been falling for decades, so much so that G7 bonds would now provide you with a negative real return. David Roberts explains how taking a flexible approach to current bond markets can take advantage of the investment opportunities available. Read more

With the recovery in energy prices set to feed through to higher inflation, David Roberts asks whether the ECB will drop any of its ultra-loose monetary policies. Read more

Donald Phillips of the Liontrust Global Fixed Income team says a 4% to 5% base case for high yield bond returns in 2021 stacks up well against other asset classes, with the benefits of non-negotiable interest payments and the team seeking to limit default risk. Read more

While 2020 was a year that no one will forget, mainly for the wrong reasons, there is cause for optimism in 2021. Liontrust fund managers highlight investment ideas that give them reasons to be cheerful for the year ahead. Read more

The Sustainable Investment team have added a new leisure theme and updated three others as part of their annual review. Peter Michaelis explains the reasoning behind and opportunities for these themes. Read more