Month

Year

Posts:

Fund manager

Funds:

Liontrust Global Income Fund

February 2019 review

Poor returns from telecoms and real estate stocks hold back Fund’s participation in market rise. Read more

Liontrust European Growth Fund

February 2019 review

Good financial reports from Mediobanca, Dassault Aviation and Simcorp offset weaker returns in materials sector. Read more

Liontrust Asia Income Fund

February 2019 portfolio changes

Weichai Power – China’s top diesel engine marker – added to the portfolio Read more

Liontrust GF Asia Income Fund

February 2019 portfolio changes

Weichai Power – China’s top diesel engine marker – added to the portfolio Read more
John Husselbee

Husselbee on Axa UK Select Opportunities

With long-term Axa UK Select Opportunities manager Nigel Thomas retiring this month, John Husselbee explains why he is keeping the fund in his portfolios. Read more

Liontrust Macro Equity Income Fund

February 2019 review

Bank holdings in the Rising Rates theme rise on robust earnings. Read more

Liontrust Macro UK Growth Fund

February 2019 review

Bank holdings in the Rising Rates theme rise on robust earnings. Read more

Liontrust GF European Smaller Companies Fund

February 2019 review

Good financial reports from Moneysupermarket.com and Simcorp offset weaker returns in materials sector. Read more
Mike Appleby

Investing to reduce carbon emissions

How we generate and consume energy is undergoing huge change but the science is telling us to act ever faster to reduce greenhouse gas emissions. Mike Appleby explains how our Sustainable funds are emitting less carbon than the markets in which they invest and the potential benefits for investors. Read more

Liontrust GF Special Situations Fund

February 2019 review

Fourth quarter updates from AstraZeneca and Weir Group help drive Fund gains. Read more

Liontrust Special Situations Fund

February 2019 review

Fourth quarter updates from AstraZeneca and Weir Group help drive Fund gains. Read more

Liontrust UK Smaller Companies Fund

February 2019 review

Poor Proactis and Accesso news offset by strong updates by other portfolio holdings. Read more

Liontrust UK Growth Fund

February 2019 review

Fourth quarter updates from AstraZeneca and Weir Group help drive Fund gains. Read more

Liontrust UK Micro Cap Fund

February 2019 review

Fund adds secure payment product provider Eckoh to the portfolio. Read more

The Multi-Asset Process

February 2019 Market Review

Progress on trade and flexible Fed lifts markets in February. Read more
Victoria Stevens

Victoria Stevens reflects on three years co-managing Liontrust UK Micro Cap

As the Liontrust UK Micro Cap Fund hits its 3 Year Anniversary - and on International Women’s Day - co-manager Victoria Stevens reflects on her first three years running investments. Read more

Liontrust GF European Strategic Equity Fund

February 2019 review

Evraz and Reliance Steel & Aluminium lead long book as 2018 results boosted by favourable conditions. Read more

Liontrust GF Strategic Bond Fund

February 2019 review

Calm returns to markets, but are investor underestimating chances of interest rate increases? Read more

Liontrust Strategic Bond Fund

February 2019 review

Calm returns to markets, but are investor underestimating chances of interest rate increases? Read more
John Husselbee

Dunn’s Law – more fuel for the active/passive fire?

John Husselbee runs the rule over Dunn’s Law, a theory out of the US increasingly used to stoke the active/passive debate. Read more

Liontrust European Enhanced Income Fund

January 2018 review

Telecoms miss out on the market bounce. Read more

Liontrust European Income Fund

January 2019 review

Telecoms miss out on the market bounce. Read more

Liontrust Special Situations Fund

January 2019 review

Savills and Smart Metering Systems stand out as stocks recover from Q4 weakness. Read more

Liontrust UK Smaller Companies Fund

January 2019 review

Gately Holdings largest contributor in strong month for small caps. Read more

Liontrust UK Micro Cap Fund

January 2019 review

Micro cap growth stocks recover from Q4 de-rating; Solid State top riser after raising forecasts. Read more

Liontrust UK Growth Fund

January 2019 review

Savills and Brooks Macdonald results provide highlights in newsflow-heavy month. Read more

Liontrust GF Special Situations Fund

January 2019 review

Savills and Smart Metering Systems stand out as stocks recover from Q4 weakness. Read more
John Husselbee

Thoughts on a no deal Brexit

John Husselbee, Head of Multi-Asset at Liontrust, has been asked by many clients recently what changes he and Paul Kim will make to their portfolios in the event of a no-deal Brexit. Click here to read what they are telling clients as the clock ticks down towards 11pm on 29 March. Read more

Liontrust GF European Smaller Companies Fund

January 2019 review

Auto sector rebounds amid US-China trade optimism. Read more

Liontrust Global Income Fund

January 2019 review

Fund participates in global equity rebound. Read more

Liontrust European Growth Fund

January 2019 review

Consumer discretionary stocks help Fund outperform. Read more

Liontrust’s long-term relationships

Matt Tonge, Mike Appleby, Olly Russ, Carolyn Chan, Stephen Bailey & Samantha Gleave

Ahead of Valentine’s Day, our fund managers discuss the long-term relationships they’ve had with companies they invest in and why, even after years together, they still find them attractive. Read more
Jack Willis

Fallen angel risk – not all BBB bonds are created equal

Recent comments from Big Short guru Steve Eisman about growing risk in the BBB bond space have understandably raised concerns. Jack Willis argues that the increasing size and scope of this sector precludes sweeping judgements and explains how an active approach can sidestep the higher-risk segments. Read more

Liontrust Macro Equity Income Fund

January 2019 review

Performance driven by cyclical holdings such as the housebuilders of the Infrastructure Spending Macro Theme. Read more

Liontrust Macro UK Growth Fund

January 2019 review

Performance driven by cyclical holdings such as the housebuilders of the Infrastructure Spending Macro Theme. Read more
Mike Appleby

The materials challenge – from linear to circular

While plastic pollution continues to dominate the news agenda, Mike Appleby explains how a more nuanced look at the broader materials sector can potentially reap rewards for investors. Read more

Liontrust GF European Strategic Equity Fund

January 2019 review

Long book rallies as market rebounds from Q4 losses. Read more

Liontrust GF Strategic Bond Fund

January 2019 review

Investment grade exposure was increased early-month before gains were then locked-in after spreads tightened significantly. Read more

Liontrust Strategic Bond Fund

January 2019 review

Investment grade exposure was increased early-month before gains were then locked-in after spreads tightened significantly. Read more

The Multi-Asset Process

January 2019 Market Review

Three Rs to determine story of 2019: rates, recession and resolution. Read more
David Roberts

Reconciling eurozone inflation and a German budget surplus

David Roberts suggests European Central Bank policy to keep interest rates at emergency levels – despite stable inflation – continues to distort markets. Read more
Stephen Bailey

A Scarce Resource update in three charts

Stephen Bailey explains why a mining industry focused on value rather than volume is good news for shareholders. Read more
Mark Williams

Will these five stocks hog the limelight in the Year of the Pig?

新年快乐. It’s the Year of the Pig and Mark Williams from the Liontrust Asia Income team discusses five Chinese stocks for the year ahead. Read more

Liontrust UK Ethical Fund

Q4 2018 review

Top performers in challenging quarter included John Laing Group and Renewables Infrastructure Group, which both have low correlation to equities. Read more

Liontrust SF UK Growth Fund

Q4 2018 review

Top performers over tough quarter included BTG, which was acquired by Boston Scientific at a 37% premium. Read more

Liontrust GF SF Pan-European Growth Fund

Q4 2018 review

Stocks covered include Roche, Fresenius, Abcam and Smurfit Kappa. Read more

Liontrust SF Managed Fund

Q4 2018 review

Fund remains neutrally weighted on equities and overweight corporate bonds. Read more

Liontrust SF Global Growth Fund

Q4 2018 review

During challenging period, stronger holdings included American Tower, Roche and Eli Lilly. Read more

Liontrust GF SF European Corporate Bond Fund

Q4 2018 review

Bund allocation helps offset tough quarter for core overweights in credit. Read more

Liontrust SF Defensive Managed Fund

Q4 2018 review

Stocks covered include Alexion, Prudential and Hella. Read more