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John Husselbee

The power of blending fund managers

Blending funds and managers is the key extra ingredient in portfolio construction. In this article, John Husselbee interviews two of his UK equity managers to illustrate the benefits of blending. Read more
John Husselbee

Active versus passive: what lockdown adds to the debate

Active and passive funds have performed differently in the downturn and recovery during Covid-19. John Husselbee looks at what this tells us about the best environments for each. Read more

The income case for quality high yield

Phil Milburn & Donald Phillips

With widespread cuts and suspensions to dividends by equities, Donald Phillips and Phil Milburn propose the quality end of high yield as a potential asset class for income investors. Read more
Alex Wedge

Silver linings playbook

Alex Wedge, fund manager in the Economic Advantage team, takes a look at some of the positive themes emerging in the smaller companies and micro-cap space as companies respond to the Covid-19 crisis. Read more

Liontrust European Income Fund

April 2020 review

Companies reveal dividend plans during busy reporting season. Read more

Liontrust European Enhanced Income Fund

April 2020 review

Companies reveal dividend plans during busy reporting season. Read more

Liontrust UK Smaller Companies Fund

April 2020 review

Companies with strong balance sheets in favour during market rebound. Read more

Liontrust UK Micro Cap Fund

April 2020 review

Fund adds three new stocks to the portfolio. Read more

Liontrust UK Growth Fund

April 2020 review

March’s weakest performers lead the April bounce. Read more

Liontrust Special Situations Fund

April 2020 review

Companies reassure on financial positions as coronavirus crisis continues. Read more

Liontrust GF UK Growth Fund

April 2020 review

March’s weakest performers lead the April bounce. Read more

Liontrust GF Special Situations Fund

April 2020 review

Companies reassure on financial positions as coronavirus crisis continues. Read more

Liontrust Global Income Fund

April 2020 review

Extreme valuation lows for value stocks points to promising outlook for value-biased strategies. Read more

Liontrust GF European Smaller Companies Fund

April 2020 review

New portfolio holding William Hill is top riser. Read more

Liontrust European Growth Fund

April 2020 review

Dutch tech group ASML among the strongest stocks after Q1 comments that demand for products is unchanged. Read more

Liontrust GF European Strategic Equity Fund

April 2020 review

Good long book performance offset by losses from some sizeable risers in the short book. Read more

Liontrust Macro UK Growth Fund

April 2020 review

April saw a resurgence of companies that had borne the brunt of March’s sell-off, with the portfolio’s housebuilders in the vanguard. Read more

Liontrust Macro Equity Income Fund

April 2020 review

April saw a resurgence of companies that had borne the brunt of March’s sell-off, with the portfolio’s housebuilders in the vanguard. Read more
Mark Williams

Can Asia offer shelter from dividend cuts?

Mark Williams thinks Asian markets can provide some shelter from the deep dividend cuts affecting markets like the UK. In this blog, Mark explains why Asian dividend payout ratios could prove more stable and earnings more resilient than in other regions. Read more

Liontrust GF Strategic Bond Fund

April 2020 review

US investment grade market has best month for total returns in over 30 years. Read more

Liontrust Strategic Bond Fund

April 2020 review

US investment grade market has best month for total returns in over 30 years. Read more
Jamie Clark

The distressed, the prudent and the mandated

The widespread dividend cuts in the UK over the past two months have fallen into three types. Jamie Clark analyses the distressed, prudent and mandated and what each of these types mean for investors. Read more

The Multi-Asset Process

April 2020 Market Review

Consistency of process remains all important in volatile conditions and amid an unexpectedly positive April – at least for equities – John Husselbee continues to quiz his underlying managers for their insights on these extraordinary times. Read more
Storm Uru

Why innovation is important to income investing

Storm Uru, manager of the Liontrust Global Dividend Fund, explains how companies which are market leaders and have a culture of innovation are able to increase dividends long into the future. Read more
Donald Phillips

Examining high yield bond opportunities after sharp rise in spreads

Donald Phillips uses top-down market analysis and individual bond selection to examine the opportunities for investors following the sharp rise in high yield bond yields during March’s sell-off. Read more
James Inglis-Jones

Should investors protect against further falls or position for a rebound?

James Inglis-Jones explains why a change in behaviour by businesses and investors in response to Covid-19 points to a more positive 12-month outlook for equity markets. Read more
David Roberts

L’Italia ostaggio delle agenzie rating

Con il suo debito pronto a bucare la soglia del 150 % nei prossimi mesi, David Roberts riflette sul come l’italia potrebbe evitare la bocciatura dalle agenzie di rating. Read more
Neil Brown

Continuing to fight the fashion revolution

As Fashion Revolution Week 2020 comes to an end, Liontrust’s Neil Brown says protecting employees across global supply chains is more important than ever as we come through the COVID-19 crisis. Read more
Robin Geffen

How to maintain dividends in the current market

Covid-19 has accelerated the trend towards dividend cuts in the UK. Robin Geffen, manager of the Liontrust Income Fund, analyses where cuts are most likely and one sector he favours. Read more

Liontrust Global Technology Fund

Q1 2020 review

As hoped, we have seen technology, in particular sub sectors like software, hold up far better than the wider market. Read more

Liontrust Income Fund

Q1 2020 review

The Fund has been well insulated from the raft of dividend cuts in th UK over the quarter. Read more

Liontrust Global Smaller Companies Fund

Q1 2020 review

The Fund's exposure to disruptive innovating companies was a significant contributor to relative outperformance. Read more

Liontrust Global Equity Fund

Q1 2020 review

The Fund benefited from its strategy of investing in disruptive innovating companies across each sector of the economy. Read more

Liontrust Global Dividend Fund

Q1 2020 review

We only invest in global leaders with strong balance sheets that enjoy a durable competitive advantage. Read more

Liontrust Global Alpha Fund

Q1 2020 review

The Fund’s relative outperformance of both the Index and its sector average in the first quarter can be attributed to its exposure to technology stocks. Read more

Liontrust European Opportunities Fund

Q1 2020 review

The portfolio was more cyclically positioned which proved painful during the sharp market drawdown. Read more

Liontrust Emerging Markets Fund

Q1 2020 review

The underperformance can be almost exclusively explained by the significant underperformance of the Russian and Brazilian markets. Read more

Liontrust China Fund

Q1 2020 review

We took advantage of the dip in the markets to enter into positions in the IT and e-commerce sectors. Read more

Liontrust Balanced Fund

Q1 2020 review

The Fund’s exposure to the technology sector was once again additive to performance during a difficult quarter. Read more
Phil Milburn

Weighing the debits and credits

Phil Milburn analyses the impact of governments’ and central banks’ stimulus in offsetting the potential economic destruction caused by COVID-19 and what this means for bond markets. Read more
David Roberts

Italy in the lap of the rating gods

With Italy’s debt-to GDP likely to breach 150% in the coming months, David Roberts looks at whether the country’s BBB credit rating can survive. Read more

Liontrust GF European Strategic Equity Fund

March 2020 review

Long and short book both see significant declines during coronavirus driven market rout. Read more

Liontrust Global Income Fund

March 2020 review

Widespread dividend cuts announced as companies seek to protect cash reserves. Read more

Liontrust GF European Smaller Companies Fund

March 2020 review

Outlook becomes more positive as severity of sell off sees valuations become much cheaper. Read more

Liontrust European Growth Fund

March 2020 review

Health care stocks a bright spot amid heavy selling across the market. Read more
Mike Appleby

Economic changes post COVID-19: the long and short of it

Mike Appleby analyses the potential short and longer-term impacts of Coronavirus and believes global reaction to the pandemic may provide a blueprint for facing the climate crisis. Read more
Mike Appleby

Economic changes post COVID-19

Today marks the 50th anniversary of Earth Day, with the Liontrust Sustainable Investment team having managed funds in this way for nearly 20 of these years. In this short article, Mike Appleby outlines the likely impact of COVID-19 and why the longer term sustainable trends will be more relevant than ever. Read more
Neil Brown

Sustainable Investment – now, more than ever

Sustainable companies have been working to harness structural change for years and Neil Brown says many are well placed to prove resilient amid the current crisis and help move us towards a cleaner, healthier and safer planet. Read more

Liontrust GF SF Global Growth Fund

Q1 2020 review

Fund tops up PayPal and Visa as digital economy trend likely to accelerate. Read more
Matt McLoughlin

Negative oil prices – how is this possible?

Crude oil was trading at negative prices on the futures markets yesterday (20 April), reaching a low price of -$40.32 a barrel at one stage. This means buyers of future contracts were being paid to own barrels of oil. Liontrust’s Head of Trading Matt McLoughlin explains how this was possible. Read more