Month

Year

Posts:

Fund manager

Funds:

Liontrust Asia Income Fund

Q3 2018 review

Markets have reacted to a deterioration in the US-China trade spat by shunning risk assets; we are seeing increasing opportunities thrown up by the sell-off. Read more

Liontrust GF Asia Income Fund

Q3 2018 review

Markets have reacted to a deterioration in the US-China trade spat by shunning risk assets; we are seeing increasing opportunities thrown up by the sell-off. Read more
Stuart Steven

Managing funds in a more volatile market

Global bond markets are experiencing increased volatility and therefore the heightened potential for macro shocks. Stuart Steven, co-manager of the Liontrust Monthly Income Bond Fund, explains the tools that can be used to seek to manage volatility and mitigate against macro shocks. Read more

Liontrust UK Growth Fund

September 2018 review

Four new stocks added: Coats, Sage, Synthomer and TI Fluid Systems. Read more

Liontrust UK Micro Cap Fund

September 2018 review

Mixed fortunes for a number of companies reporting mid-year results. Read more

Liontrust Special Situations Fund

September 2018 review

Three new stocks added: Coats, Sage and TI Fluid Systems. Read more

Liontrust UK Smaller Companies Fund

September 2018 review

Large gains for Craneware and Learning Technologies. Read more

Liontrust GF European Strategic Equity Fund

September 2018 review

Long and short book both contribute to positive performance. Read more

Liontrust Macro Equity Income Fund

September 2018 review

Market and Fund returns pivot on two late-month political events: the EU’s rejection of the ‘Chequers Plan’ and the Italian government’s budget proposals. Read more

Liontrust Macro UK Growth Fund

September 2018 review

Market and Fund returns pivot on two late-month political events: the EU’s rejection of the ‘Chequers Plan’ and the Italian government’s budget proposals. Read more

The Multi-Asset Process

September 2018 Market Review

To tariff or not to tariff? As Donald Trump adds a new verb to the economic lexicon, John Husselbee explains how familiar concerns are creating opportunities for investors seeking cheaper assets. Read more

Liontrust GF Absolute Return Bond Fund

Q3 2018 review

Some of the Fund’s market carry was eroded but its alpha sources added value. Read more

Liontrust GF High Yield Bond Fund

Q3 2018 review

Maintaining conviction that US dollar-denominated high yield bonds offer better value than euro-denominated bonds. Read more

Liontrust GF Strategic Bond Fund

September 2018 review

Duration lengthened slightly to take advantage of improved value. Read more

Liontrust Strategic Bond Fund

September 2018 review

Duration lengthened slightly to take advantage of improved value. Read more
Oisin O'Leary

Why the bond sell-off is good news for value investors

Rising bond yields are leading to nascent signs of recovery in Europe’s unloved ‘value’ stocks. This is good news for investors – such as us – with a portfolio tilt towards traditional value sectors like financials. Read more
David Roberts

Why we continue to avoid Italy

Any investors shorting Italian government bonds will have suffered during September. David Roberts explains that while Italian debt will begin to look attractive again, he is yet to start investing. Read more
Jamie Clark

Brexit – it’s better to arrive than to travel

How is forecasting Brexit similar to the Roman practice of haruspicy? Read Jamie Clark’s latest blog to find out. Read more

How we're investing in a fast changing world

Peter Michaelis, Simon Clements & Neil Brown

Our five themes for Good Money Week Read more
David Roberts

A change of tack for Super Mario

With cracks starting to appear in core European debt, David Roberts reflects on an apparent change of tone for ECB President Mario Draghi Read more

Liontrust European Income Fund

August 2018 review

Telecoms and finance holdings follow sectors lower, but Komax provides a bright spot. Read more

Liontrust European Enhanced Income Fund

August 2018 review

Telecoms and finance holdings follow sectors lower, but Komax provides a bright spot. Read more
Simon Clements

Constructing a revolution

Design errors on large construction projects can cost millions to fix and waste huge amounts of time. Simon Clements outlines advances in Building Information Modelling (BIM), which is revolutionising how these projects are managed, and the investment opportunities this is presenting. Read more

Liontrust GF Strategic Bond Fund

August 2018 review

Three main themes created volatility that the Fund was able to exploit: President Trump’s ongoing trade wars, a growing emerging markets’ crisis in Turkey and Argentina, and the continued political tensions ahead of Italy’s budget setting. Read more

Liontrust Strategic Bond Fund

August 2018 review

Three main themes created volatility that the Fund was able to exploit: President Trump’s ongoing trade wars, a growing emerging markets’ crisis in Turkey and Argentina, and the continued political tensions ahead of Italy’s budget setting. Read more

Liontrust UK Micro Cap Fund

August 2018 review

Bioquell and Pennant International drive positive returns. Read more

Liontrust UK Smaller Companies Fund

August 2018 review

Two largest contributors to monthly performance – Bioquell and Statpro – both issue half-year results. Read more

Liontrust UK Growth Fund

August 2018 review

Good half-year results from Aggreko and Wood Group help fund prove resilient to market weakness. Read more

Liontrust Special Situations Fund

August 2018 review

Imimobile added to portfolio while Fidessa exits following takeover. Read more

Liontrust GF Special Situations Fund

August 2018 review

Imimobile added to portfolio while Fidessa exits following takeover. Read more

Liontrust Global Income Fund

August 2018 review

US stocks rally despite emerging market and trade concerns. Read more

Liontrust GF European Strategic Equity Fund

August 2018 review

Emerging market and trade concerns weigh on European equity returns. Read more

Liontrust GF European Smaller Companies Fund

August 2018 review

Mining stocks weigh on Fund returns. Read more

Liontrust European Growth Fund

August 2018 review

Fund resilient in down market following market beating results from Peab and SimCorp. Read more
Mike Appleby

Assessing the social side of ESG

Social is the toughest of the ESG trio to analyse but with growing client demand for data on how companies affect people’s everyday lives, Mike Appleby highlights the team’s developing work with social indicators. Read more

Lehman Brothers – 10 years on: lessons learnt

In the third and final instalment of a series marking the 10-year anniversary of Lehman Brothers’ collapse, Liontrust fund managers reflect on the lessons learnt from the Global Financial Crisis (GFC) and how close we are to it happening again. Read more
Jack Willis

Opportunities coming down the line for telecoms

With the telecoms sector returning to growth, Jack Willis explains why this is one of the favoured areas for the Liontrust Monthly Income Bond Fund and where they are finding investment opportunities. Read more
Matt Tonge

How we’re playing the video gaming market

Liontrust UK Micro Cap co-manager Matt Tonge explains how he’s playing the video gaming market. Read more

Liontrust GF Asia Income Fund

August 2018 portfolio changes

Portfolio changes include sale of Kingbaord Laminates, one of the few holdings which is vulnerable to a protracted US-China trade war. Read more

Liontrust Asia Income Fund

August 2018 portfolio changes

Portfolio changes include sale of Kingbaord Laminates, one of the few holdings which is vulnerable to a protracted US-China trade war. Read more

Liontrust Macro UK Growth Fund

August 2018 review

‘Avoiding Tobacco’ macro-theme and low general exposure to bond-proxies provides some protection against weakness. Read more

Liontrust Macro Equity Income Fund

August 2018 review

‘Avoiding Tobacco’ macro-theme and low general exposure to bond-proxies provides some protection against weakness. Read more
Peter Michaelis

How our themes are evolving

Every summer, the Sustainable Investment team analyses and challenges all its themes to ensure they can drive performance in the future. Peter Michaelis explains how the latest review has led to the removal of four themes and the addition of two new ones. Read more

The Multi-Asset Process

August 2018 Market Review

The usual tranquillity associated with August was shattered this year by a rate rise in the UK, volatility in Turkey and trade wars along with the usual fun and games surrounding Trump and the Brexit negotiations. John Husselbee looks at who are some of the winners and losers. Read more

Lehman Brothers – 10 years on: the policy response

Phil Milburn, Olly Russ, James Inglis-Jones, Anthony Cross & Jamie Clark

In the second of a three-part series to mark the 10-year anniversary of Lehman Brothers’ collapse, Liontrust fund managers discuss the policy response to the Global Financial Crisis (GFC), the impact on capital markets and the outlook now as the emergency policy measures for developed markets are being withdrawn. Read more
David Roberts

10 alternative trades I could have done in summer

Following on from revealing ten potential summer trades last month, David Roberts has gone back to his ideas book to find ten further opportunities for the more risk tolerant bond investors out there. Read more
Martyn Jones

An ocean of opportunity (in fishing nets and carpets)

With plastic pollution continuing to dominate headlines, Martyn Jones highlights a recent stock addition to our SF funds that is making waves in the growing area of regenerated materials. Read more
John Husselbee

Jellyfish, roast Turkey and a lucky gold ring

John Husselbee surveys the investment landscape as summer draws to a close, with recent months reinforcing the importance of riding out short-term market stings. Read more
David Roberts

Trio of concerns start to bite

With markets growing jittery as QE fears, Italian debt worries and emerging market selloffs start to bite, David Roberts outlines his current thinking. Read more

Lehman Brothers – 10 years on

Jamie Clark, Phil Milburn, Peter Michaelis, Julian Fosh & Olly Russ

Ten years on from the collapse of Lehman Brothers, Liontrust’s fund managers look back at the defining moment of the Global Financial Crisis (GFC), how it unfolded, and why it still matters. Here, in the first of a three-part series, our investment teams discuss its impact on the banking sector. Read more