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Year

Posts:

Fund manager

Funds:

Liontrust European Income Fund

April 2018 review

First quarter earnings in focus while easing trade tensions lift market. Read more

Liontrust European Enhanced Income Fund

April 2018 review

First quarter earnings in focus while easing trade tensions lift market. Read more

Liontrust UK Smaller Companies Fund

April 2018 review

Videogaming stocks a portfolio highlight in April. Read more

Liontrust UK Micro Cap Fund

April 2018 review

Recent additions among the strongest risers. Read more

Liontrust UK Growth Fund

April 2018 review

Rebounding AA stands out in sea of green. Read more

Liontrust GF Special Situations Fund

April 2018 review

Rebounding AA stands out in sea of green. Read more

Liontrust Special Situations Fund

April 2018 review

Rebounding AA stands out in sea of green. Read more

Liontrust Macro UK Growth Fund

April 2018 review

Large-cap bias a boon as FTSE 100 leads market higher. Read more

Liontrust Macro Equity Income Fund

April 2018 review

Large-cap bias a boon as FTSE 100 leads market higher. Read more
Mark Williams

MSCI A Share inclusion - symbolic rather than significant

The Chinese A Share market is one of the biggest in the world. MSCI will be including A Shares in its indices from the end of this month, but Mark Williams believes this move is symbolic rather than significant. Read more

Liontrust GF Strategic Bond Fund

Launch to 30 April 2018 review

The Liontrust GF Strategic Bond Fund was launched on 13 April 2018 and is now fully populated with investment ideas. Read more
David Roberts

Assessing risk/reward in Argentina and Italy

David Roberts assesses risk versus reward in Argentina as it calls in the IMF, and Italy, where a summer election looks increasingly likely. Read more

Liontrust European Growth Fund

April 2018 review

Holdings in energy sector boost performance as oil price hits $75 a barrel. Read more

Liontrust Global Income Fund

April 2018 review

Outperformance versus MSCI World Index helped by low exposure to lagging US equities. Read more

Liontrust GF European Smaller Companies Fund

April 2018 review

Holdings in energy sector boost performance as oil price hits $75 a barrel. Read more
Mike Appleby

Carbon exposure: mitigating risks and finding opportunities

Liontrust’s Sustainable Future Funds continue to have a considerably smaller carbon footprint than mainstream equity indices. Mike Appleby explains the team’s approach to carbon risk, which involves investing in businesses innovating in the energy space as well as avoiding fossil fuel names. Read more

Liontrust GF European Strategic Equity Fund

April 2018 review

Short book constrains returns as European stocks rebound. Read more
Victoria Stevens

How to spot Economic Advantage in newly listed companies

Victoria Stevens reveals how the team decides whether to invest in Initial Public Offerings (IPOs). Read more

The Multi-Asset Process

April 2018 market review

John Husselbee reports on a better month for equities, although higher US bond yields, fears about tech stocks and a report from construction giant Caterpillar claiming Q1 is as good as 2018 gets all weighed on markets. Read more
David Roberts

A return to the old normal?

With no action from the Federal Reserve overnight, commentators are suggesting it might be behind the curve and starting to take a risk with inflation. David Roberts considers early market reaction to the Fed’s hold. Read more
Phil Milburn

How much duration?

Phil Milburn explains the importance of managing absolute duration risk and not chasing the most expensive risks in the market in running the new Liontrust GF Strategic Bond Fund. Read more
Olly Russ

Can Macron usher in a Golden Decade for France?

With the French President in the midst of three months of rail strikes, Olly Russ looks at the prospects for Macron’s reform agenda. Read more
John Husselbee

How our strategic asset allocation is changing

John Husselbee lifts the lid on the scientific side of multi-asset investing, outlining the impact of our annual strategic asset allocation review. Read more
David Roberts

Italian politics – a renewed threat to the Goldilocks scenario?

David Roberts comments on current election turmoil in Italy – is this a renewed threat to the Goldilocks scenario? Read more
David Roberts

What do 3% US bond yields mean for investors?

With US 10-year bond yields breaching the 3% level today for the first time since 2014, David Roberts examines what this means for fixed income markets. Read more

Liontrust UK Ethical Fund

Q1 2018 review

Stocks highlighted include Softcat, Worldpay, LSE and TruFin. Read more

Liontrust SF UK Growth Fund

Q1 2018 review

Stocks highlighted include Softcat, Abcam, Worldpay and TruFin. Read more

Liontrust SF Managed Fund

Q1 2018 review

Overall economic momentum remains strong and we believe a trade war between China and the US is not in either country’s interest. Read more

Liontrust SF Global Growth Fund

Q1 2018 review

Stocks highlighted include SS&C, Adobe and ThermoFisher. Read more

Liontrust SF European Growth Fund

Q1 2018 review

Stocks highlighted include Naturex, ASML, Hella and Valeo. Read more

Liontrust SF Defensive Managed Fund

Q1 2018 review

Portfolio ends quarter overweight equities and credit and underweight cash and Gilts. Read more

Liontrust SF Corporate Bond Fund

Q1 2018 review

Fund’s overweight to credit was a positive amid a tough quarter, primarily through allocations to telecoms and banks. Read more

Liontrust SF Cautious Managed Fund

Q1 2018 review

Stocks highlighted include SS&C, ThermoFisher, Softcat and Abcam. Read more

Liontrust SF Absolute Growth Fund

Q1 2018 review

Cash weighting falls in March as managers take advantage of market correction. Read more

Liontrust Monthly Income Bond Fund

Q1 2018 review

Underweight position to interest rate risk was main contributor to performance over Q1. Read more
David Roberts

Brexit caution should not delay rate hikes

Yesterday’s comments from Mark Carney suggest an interest rate hike in May is not a done deal. David Roberts argues that with ‘good’ and ‘bad’ Brexit scenarios both ultimately resulting in inflation, rates need to rise. Read more
Neil Brown

Ending plastic pollution – an ocean of opportunity

Earth Day 2018 is focused on global solutions to plastic pollution as waste continues to clog up our oceans. As sustainable investors, we see the financial value, the environmental and social impacts and, therefore, the benefit to our clients in companies that can help deliver this transition. Read more

Liontrust European Enhanced Income Fund

March 2018 review

Sharp drop in Bpost shares after Q4 results looks like an overreaction. Read more

Liontrust European Income Fund

March 2018 review

Sharp drop in Bpost shares after Q4 results looks like an overreaction. Read more

Liontrust GF European Smaller Companies Fund

March 2018 review

Sector trends reverse as European markets succumb to trade war concerns. Read more

Liontrust Global Income Fund

March 2018 review

Trade war jitters lead global markets lower. Read more

Liontrust European Growth Fund

March 2018 review

Good returns on consumer sector holdings take edge off market weakness. Read more

Liontrust Macro UK Growth Fund

March 2018 review

March returns affected by soft showing from bank constituents of ‘Rising Rates’ Macro-Theme. Read more

Liontrust Macro Equity Income Fund

March 2018 review

March returns affected by soft showing from bank constituents of ‘Rising Rates’ Macro-Theme. Read more

Liontrust UK Micro Cap Fund

March 2018 review

Very strong debut for GRC International, a new holding which joined the AIM market in March. Read more

Liontrust UK Smaller Companies Fund

March 2018 review

KTC and Simplybiz added to the Fund via initial public offerings. Read more

Liontrust UK Growth Fund

March 2018 review

NEX and Shire rise on takeover news. Read more

Liontrust Special Situations Fund

March 2018 review

Takeover approaches help Fund to flat return against weak market backdrop. Read more

Liontrust GF Special Situations Fund

March 2018 review

Takeover approaches help Fund to flat return against weak market backdrop. Read more
Olly Russ

Europe: It’s Working Again

A booming economy, stable political backdrop and improving company profits paint a benign picture for income investing in Europe, where high-yielding companies are plentiful. Olly Russ takes a look at the numbers. Read more