Month

Year

Posts:

Fund manager

Funds:

Liontrust European Income Fund

December 2017 review

European markets consolidate 2017 gains, while macro picture continues to improve. Read more

Liontrust European Enhanced Income Fund

December 2017 review

European markets consolidate 2017 gains, while macro picture continues to improve. Read more

Liontrust UK Smaller Companies Fund

December 2017 review

Heavy fall for IDOX but positive fund return overall. Read more

Liontrust UK Micro Cap Fund

December 2017 review

Two new stocks added. Read more

Liontrust UK Growth Fund

December 2017 review

Fund lags ‘Santa rally’ as large caps – and miners in particular – dominate. Read more

Liontrust Special Situations Fund

December 2017 review

Fund lags ‘Santa rally’ as large caps – and miners in particular – dominate. Read more

Liontrust GF Special Situations Fund

December 2017 review

Fund lags ‘Santa rally’ as large caps – and miners in particular – dominate. Read more

Liontrust Global Income Fund

December 2017 review

South African stocks and materials sector holdings the bright spots in December. Read more

Liontrust European Growth Fund

December 2017 review

European market gains led by small caps. Read more

Liontrust GF European Smaller Companies Fund

December 2017 review

Holdings in materials and energy sectors experience good gains. Read more

Liontrust GF European Strategic Equity Fund

December 2017 review

Strong long-book returns outstrip MSCI Europe and outweigh short book losses. Read more

Liontrust Macro UK Growth Fund

December 2017 review

Commodity price strength offers confirmation of constructive view on global economy but fund returns crimped by Saga warning. Read more

Liontrust Macro Equity Income Fund

December 2017 review

Commodity price strength offers confirmation of constructive view on global economy but fund returns crimped by Saga warning. Read more

The Multi-Asset Process

December 2017 market review

Last year ended on a familiar note to the rest of 2017, with Brexit and Trump dominating the headlines and stock markets hitting record highs. John Husselbee, Head of Multi-Asset at Liontrust, evaluates where investors might find value in 2018. Read more

Reasons to be cheerful in 2018

John Husselbee, Olly Russ, Jamie Clark, Mark Williams, Anthony Cross, Peter Michaelis & James Inglis-Jones

Stock markets reached record highs in 2017 as the second longest bull market in history continued. This strong equity performance was generated in spite of another year of global political uncertainty and rises in interest rates in the US and the UK. Can this positive environment for stock markets continue? Liontrust fund managers highlight data, trends and analysis that provide reason for investor optimism in 2018. Read more

Liontrust UK Smaller Companies Fund

November 2017 review

Fund outperforms as small and micro caps hold up better than wider market. Read more

Liontrust Special Situations Fund

November 2017 review

UK equities edge lower, led by large-caps. Read more

Liontrust UK Growth Fund

November 2017 review

UK equities edge lower, led by large-caps. Read more

Liontrust UK Micro Cap Fund

November 2017 review

Fund outperforms as small and micro caps hold up better than wider market. Read more

Liontrust GF Special Situations Fund

November 2017 review

UK equities edge lower, led by large-caps. Read more

Liontrust European Income Fund

November 2017 review

Good returns from telecoms stocks outweigh big drop in CTT shares. Read more

Liontrust European Enhanced Income Fund

November 2017 review

Good returns from telecoms stocks outweigh big drop in CTT shares. Read more
Neil Brown

Driving to a safer future

Government figures show that more than 27,000 people were killed or seriously injured on UK roads over the 12 months to the end of June 2017, with more than 176,000 incidents in total. Read more
Martyn Jones

Learning the value of education

Education plays a part in four of the UN’s Sustainable Development Goals and benefits countries financially, with every $1 invested yielding $10 in economic returns. Martyn Jones of the Liontrust Sustainable Investment team explains how investors may also benefit from the expected growth in spending on education around the world. Read more

Liontrust Macro UK Growth Fund

November 2017 review

Data Growth holdings lead strong month of returns for Macro-Themes. Read more

Liontrust Macro Equity Income Fund

November 2017 review

Data Growth holdings lead strong month of returns for Macro-Themes. Read more

Liontrust Global Income Fund

November 2017 review

Big 5 Sporting Goods stands out as consumer sectors rally. Read more

Liontrust European Growth Fund

November 2017 review

Weakness in cyclical sectors weighs on Fund. Read more

Liontrust GF European Smaller Companies Fund

November 2017 review

European equities fall as earnings take centre stage. Read more
Martyn Jones

Healthy investing

Martyn Jones explains how companies can help people achieve a better lifestyle through healthier eating and physical activity, while also potentially benefitting financially. Read more
John Husselbee

2017 in review – and a glance towards 2018

As many predicted, the twin forces of Brexit and Donald Trump have dominated headlines in a year of elections, nuclear sabre rattling and, for the most part, rising markets. John Husselbee looks back at the key events of 2017 and forward to next year – with more Trump, more Brexit and a side order of policy normalisation to keep things exciting. Read more

The Multi-Asset Process

November 2017 market review

John Husselbee casts an eye over developments over the month, with a thin Budget announcement in the UK and controversy surrounding proposed tax cuts in the US. Read more

Liontrust GF European Strategic Equity Fund

November 2017 review

Short book unable to offset broad market weakness. Read more
Neil Brown

Banking on returns

Neil Brown describes how banks can drive shareholder returns by being a powerful force for good for their customers. Read more
Stephen Bailey

Housebuilders’ prospects remain underpinned

Housebuilders’ share prices suffered last week when the Chancellor announced a review into ‘land banking’ in the Budget. Stephen Bailey explains why he thinks there has been an overreaction to news of the review and why housebuilders’ prospects are underpinned by the continued imbalance of supply and demand in the housing market. Read more
John Husselbee

Winning by not losing: parking the fund management bus

Defensive tactics in football often come under fire but can form the basis of a title-winning campaign. A key part of our investment approach is winning by not losing, meaning we focus as much on avoiding losses as we do on generating gains, and we believe this can help to produce long-term wealth creation. Read more
Mike Appleby

Lower CO2 emissions from Liontrust Sustainable Future Funds

Analysis shows the Liontrust Sustainable Future Funds continue to emit significantly less CO2 – on average emitting 65% less carbon dioxide from their operations than their benchmarks, as the illustration and chart show. Read more
Neil Brown

The investment opportunity in ‘Fossil Fuel Free’

Neil Brown discusses how Liontrust’s Sustainable Future Funds benefit from investing in businesses that are profiting from the ‘Fossil Free’ movement. Read more
Mark Williams

Shopping for Chinese consumer stocks

Last Saturday's Singles Day, the Chinese equivalent of Black Friday, generated more than $25bn in sales for Alibaba alone. Mark Williams explains how consumption growth in Asia is leading to investment opportunities for the Liontrust Asia Income Fund. Read more
Olly Russ

Are the stars aligning for European equities?

Olly Russ explains why the earnings dynamic in Europe has changed and why he is optimistic about the political and economic outlook for the continent. Read more
Neil Brown

Road to prosperity

The United Nations has targets to halve the number of deaths and injuries from road traffic accidents by 2020. This is not only the right thing to do but is also profitable for those companies that can develop the technologies that will deliver this target. Read more

Liontrust Asia Income Fund

October 2017 portfolio changes

Adding a position in market leading Chinese clothing company. Read more
John Husselbee

Is it worth waiting for a correction?

Last week’s first interest rate rise in the UK for 10 years was widely trumpeted as a boon for savers, with deposit rates having been pinned close to zero since 2009. Read more
Mike Appleby

How the Sustainable Future funds are aligned with the Sustainable Development Goals

We have been asked by clients to show how the companies we invest in for our Sustainable Future range of funds are aligned with the United Nations’ Sustainable Development Goals (SDG). Read more
Peter Michaelis

The investment case for “doing good”

Sustainable investment is not only for investors who want their investments to “do good” and benefit society. We believe there is also a compelling investment case for all investors taking this approach. This is because long-term transformative developments, such as technological and medical advancements, not only have positive impacts on society, they have the potential to deliver attractive returns for investors as well. Read more

Liontrust’s Ghoulish Gallery

Matt Tonge, Mike Appleby, Stephen Bailey, Olly Russ, John Husselbee, Mark Williams & James Inglis-Jones

Our fund managers highlight the charts, stats and facts with the potential to spook investors this Halloween and explain how their portfolios are positioned to withstand them. Read more
Mike Appleby

Sustainable business

Sustainable investment offers business opportunities to advisers because we believe that interest in and demand for this area will only continue to grow. 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
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
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