Month

Year

Posts:

Fund manager

Funds:

Liontrust GF Asia Income Fund

July 2018 portfolio changes

Switching out of Gigabyte and into Wistron, a Taiwanese tech stock with strong earnings momentum. Read more

Liontrust Asia Income Fund

July 2018 portfolio changes

Switching out of Gigabyte and into Wistron, a Taiwanese tech stock with strong earnings momentum. Read more

Liontrust GF European Smaller Companies Fund

July 2018 review

Robust interim results from a number of portfolio holdings. Read more

Liontrust European Growth Fund

July 2018 review

Peugeot rises on interim results and hopes of improvement in US/Europe trade dispute. Read more

Liontrust Global Income Fund

July 2018 review

Financials sector holdings account for around half of portfolio’s gain. Read more

Liontrust Macro Equity Income Fund

July 2018 review

Global Pharma theme receives boost from Q2 earnings season. Read more

Liontrust Macro UK Growth Fund

July 2018 review

Global Pharma theme receives boost from Q2 earnings season. Read more
Phil Milburn

The equilibrium interest rate (r*) in the UK

Why have equilibrium UK rates fallen so much? Read more

Liontrust GF European Strategic Equity Fund

July 2018 review

European autos boosted after US, EU trade agreement. Read more

The Multi-Asset Process

July 2018 Market Review

No respite from Trade and Brexit worries as we enter holiday season. Read more

Liontrust GF Strategic Bond Fund

July 2018 review

Fund captures reversal of risk-off sentiment. Read more

Liontrust Strategic Bond Fund

July 2018 review

Fund captures reversal of risk-off sentiment. Read more
David Roberts

10 potential summer trades for bond investors

The great advantage for active bond investors is that rates cycles are messed up at present and differentials between major markets are extreme. David Roberts highlights 10 potential trades for bond investors in the current market environment. Read more
Stephen Bailey

Prospecting among the unforgiven miners

Following the release of strong Rio Tinto results, Stephen Bailey explains why the Liontrust Macro-Thematic team sees opportunity in the unloved mining sector and the initiation of a new Macro theme: Resource Scarcity. Read more
Jamie Clark

No smoke without fire?

The recent fall in tobacco stocks may be seen by some as a buying opportunity into a popular sector for equity income managers. However, the Liontrust Macro-Thematic team argues that the sector still faces structural problems and they maintain their zero weighting. Read more

Liontrust GF Asia Income Fund

Q2 2018 review

US, China trade dispute escalates but benign outcome still expected. Read more

Liontrust Asia Income Fund

Q2 2018 review

US, China trade dispute escalates but benign outcome still expected. Read more

Liontrust UK Ethical Fund

Q2 2018 review

Fund sells Melrose during quarter, as acquisition of GKN ups defence exposure. Read more

Liontrust SF UK Growth Fund

Q2 2018 review

Stocks highlighted include Oxford BioMedica and GW Pharma. Read more

Liontrust SF Managed Fund

Q2 2018 review

Fund continues to be overweight equity and credit and underweight cash and government bonds. Read more

Liontrust SF Global Growth Fund

Q2 2018 review

In a strong quarter, stocks highlighted include Kingspan and Intuit. Read more

Liontrust SF European Growth Fund

Q2 2018 review

Volatile Q2 for Europe, both politically and in terms of markets. Read more

Liontrust SF Defensive Managed Fund

Q2 2018 review

UK and Global ex-UK portfolios thrive despite political volatility. Read more
Donald Phillips

Moving the target

Donald Phillips outlines why the team has opted to use a new performance target to measure success on the Liontrust GF High Yield Bond Fund. Read more

Liontrust SF Corporate Bond Fund

Q2 2018 review

Fund adds SCOR, Allianz and Telecom Italia over quarter. Read more

Liontrust SF Cautious Managed Fund

Q2 2018 review

Underlying business fundamentals remain strong in favoured areas. Read more

Liontrust SF Absolute Growth Fund

Q2 2018 review

Increasing equity exposure in March bears fruit in Q2. Read more

Liontrust Monthly Income Bond Fund

Q2 2018 review

Spreads widen in face of political volatility and trade war fears. Read more

Luxcellence-Liontrust SF Pan European Equity Fund

Q2 2018 review

Stocks highlighted include Kingspan and Informa. Read more
David Roberts

Why I remain bearish on gilts (despite supportive data)

As weak headline data in the UK continue to support gilts, David Roberts explains why he is reluctant to invest in the asset class and predicts more turbulence to come for all things British as Brexit rumbles on. Read more
Mike Appleby

Reappraising the social networks

Given the rapid development of social networks across multiple areas, Mike Appleby says close scrutiny is required to ensure these businesses have a positive impact on society and are suitable for sustainable investors. The answer, for certain names, appears to be no at this stage. Read more

Liontrust European Enhanced Income Fund

June 2018 review

Trade tensions and prospect of tighter monetary policy prompt some risk aversion in European. Read more

Liontrust European Income Fund

June 2018 review

Trade tensions and prospect of tighter monetary policy prompt some risk aversion in European. Read more

Liontrust GF European Smaller Companies Fund

June 2018 review

Investors flee to defensive sectors as trade tensions escalate. Read more

Liontrust GF European Strategic Equity Fund

June 2018 review

Investors flee to defensive sectors as trade tensions escalate. Read more

Liontrust Global Income Fund

June 2018 review

Fund lags following rise in dollar. Read more

Liontrust European Growth Fund

June 2018 review

Investors flee to defensive sectors as trade tensions escalate. Read more

Liontrust UK Smaller Companies Fund

June 2018 review

Video gaming specialist Sumo Group among top contributors in June. Read more

Liontrust UK Micro Cap Fund

June 2018 review

Fund invests in Mind Gym, a behavioural science training provider. Read more

Liontrust UK Growth Fund

June 2018 review

RWS Holdings and Indivior bookend portfolio’s monthly movers. Read more

Liontrust GF Special Situations Fund

June 2018 review

RWS Holdings’ interim results drive share price recovery. Read more

Liontrust Special Situations Fund

June 2018 review

RWS Holdings’ interim results drive share price recovery. Read more

Liontrust Macro UK Growth Fund

June 2018 review

New holding, Sabre, makes gains but portfolio’s value tilt leaves it exposed to trade war worries. Read more

Liontrust Macro Equity Income Fund

June 2018 review

New holding, Sabre, makes gains but portfolio’s value tilt leaves it exposed to trade war worries. Read more
David Roberts

Trade, Italy and QE unwind will remain key in second half of 2018

After a tough first half for most asset classes (apart from US tech stocks and oil), David Roberts looks at prospects for the rest of 2018. Read more
Simon Clements

The Cobot revolution

Rising interest in robotics has understandably led to concerns about how this innovation might affect the workforce. Simon Clements makes the case for the small but fast-growing collaborative robot space, which work alongside people rather than replacing them while also improving efficiency and safety. Read more

Liontrust GF High Yield Bond Fund

Launch to end-June review

Portfolio constructed with quality bias – avoiding cyclicality unless the company is strong from a bottom-up perspective – and a preference for dollar-denominated bonds. Read more

Liontrust GF Strategic Bond Fund

June 2018 review

Short position in emerging market hard currency halved after sell-off; long exposure to European high yield increased. Read more

Liontrust Strategic Bond Fund

June 2018 review

Two new credit selections added: a Bayer floating rate note and a Volkswagen hybrid bond. Read more

The Multi-Asset Process

June 2018 market review

Despite the feelgood factor from football and warm weather, escalating concerns about a global trade war have continued to weigh on markets. John Husselbee outlines his recent portfolio activity amid see-sawing markets. Read more