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Fund manager

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Multi-asset team broadens passive exposure

Liontrust Multi-Asset Team

Team introduces funds from HSBC and L&G as it looks to diversify passive providers across MA range. Read more
John Husselbee

Looking back or looking forward?

With 1% of S&P 500 companies contributing a third of returns over five years, tech giants have dominated 'market' performance – and that of passive multi-asset funds with a market cap approach to equities. John Husselbee discusses the importance of active asset allocation looking forward and not back and where the Multi-Asset team currently see the opportunities. Read more

Liontrust SF Global Growth Fund

Q4 2021 review

Familiar names such as Palo Alto, Intuit and IQVIA featured among top contributors in Q4. Read more

Liontrust SF Managed Growth Fund

Q4 2021 review

Top holdings over quarter include Thermo Fisher, Cadence Design Systems and Verisign. Read more

Liontrust SF European Growth Fund

Q4 2021 review

Top performers included several names added over 2021, including Nagarro, Alcon, Cancom and Lifco. Read more

Liontrust SF Managed Fund

Q4 2021 review

Managers remain positive on DocuSign and Paypal despite short-term pain. Read more

Liontrust SF Cautious Managed Fund

Q4 2021 review

Fund adds Atrato Onsite Energy to infrastructure equity portfolio over quarter. Read more

Liontrust GF SF Global Growth Fund

Q4 2021 review

Q2 purchase NVR and Alphabet among top holdings over fourth quarter. Read more

Liontrust GF SF Multi-Asset Global Fund

Q4 2021 review

Following launch in October, holdings such as Thermo Fisher and Cadence Design Systems lead way in debut quarter. Read more

Liontrust UK Ethical Fund

Q4 2021 review

Treatt, National Grid and Mortgage Advice Bureau among top performers over slower quarter. Read more

Liontrust SF UK Growth Fund

Q4 2021 review

Familiar names such as Syncona, Croda and 3i lead the way in slower Q4. Read more

Liontrust GF SF Pan-European Growth Fund

Q4 2021 review

Semiconductor and financial holdings among top contributors, including Infineon, ASML, Rilba and St James’s Place. Read more

Liontrust SF Defensive Managed Fund

Q4 2021 review

Croda, 3i and Home REIT among top names in UK portfolio. Read more

Liontrust European Growth Fund

December 2021 review

Industrials sector holdings, such as AP Moller-Maersk and Atlas Copco, contribute strongly as Fund rises. Read more

Liontrust GF European Strategic Equity Fund

December 2021 review

Strong return comprises a long book which outstripped the market’s rise and a short book that also made a positive contribution. Read more

Liontrust GF European Smaller Companies Fund

December 2021 review

Caterer Elior and retailer WH Smith lead bounce back from last month’s sell-off on Omicron fears. Read more

Liontrust GF Absolute Return Bond Fund

Q4 2021 review

Headwinds from credit spread widening and sell-off in short-dated yields. Read more

Liontrust GF Strategic Bond Fund

December 2021 review

Duration tactically increased during bond sell-off in thin holiday markets. Read more

Liontrust Strategic Bond Fund

December 2021 review

Duration tactically increased during bond sell-off in thin holiday markets. Read more

Liontrust GF High Yield Bond Fund

Q4 2021 review

Avoidance of Chinese real estate boosts relative returns. Read more

Liontrust GF Special Situations Fund

December 2021 review

Domino’s Pizza leads portfolio risers on resolution to franchisee dispute. Read more

Liontrust UK Growth Fund

December 2021 review

Bouyant market conditions see most of portfolio move higher, with Domino’s Pizza and Next Fifteen Communications leading the way. Read more

Liontrust UK Micro Cap Fund

December 2021 review

Solid State rises after reaffirming full-year outlook but Mind Gym cuts forecasts. Read more

Liontrust GF UK Growth Fund

December 2021 review

Bouyant market conditions see most of portfolio move higher, with Domino’s Pizza and Next Fifteen Communications leading the way. Read more

Liontrust Special Situations Fund

December 2021 review

Domino’s Pizza leads portfolio risers on resolution to franchisee dispute. Read more

Liontrust UK Smaller Companies Fund

December 2021 review

Gear4Music the latest addition to the Fund. Read more
John Husselbee

WATCH: Inflation, stagflation and deflation

Is the rise in inflation still transitory and what are the chances of stagflation and deflation? In the latest Liontrust Bite-Size Views, John Husselbee discusses prospects for each of these. Read more

The Multi Asset Process

December 2021 Market Review

As central banks start to tighten, John Husselbee investigates the prospects for stock markets after a strong 2021: more of the same or a few more pauses for breath along the way? Read more
Laurie Don

WATCH: Innovation in healthcare

There has never been greater focus on the importance of innovation in healthcare. In this latest Bite-size View, Laurie Don looks at the investment opportunities in this sector. Read more

Q4 strategy – Optimistic for 2022 despite Omicron risks

Liontrust Global Fixed Income Team

In their latest quarterly strategy update, the GFI team explain why they are optimistic on economic growth in 2022, despite the risks from Omicron, and how central bank policy could lead yield curves to steepen over the year. Read more
John Husselbee

WATCH: Outlook for equity markets in 2022

In this Liontrust Bite-Size Views, John Husselbee previews the likely drivers behind equity markets in 2022. Read more
James Klempster

WATCH: Klempster - Our changes to asset allocation

In this latest Liontrust Bite-Size Views, James Klempster discusses the Multi-Asset team’s changes to their asset allocation. Read more

Liontrust GF Special Situations Fund

November 2021 review

TP ICAP and TI Fluid Systems slide on stock-specific setbacks but acquisition updates drive JTC and Craneware higher. Read more

Liontrust GF UK Growth Fund

November 2021 review

WH Smith drops on fresh covid restrictions but Sage and Intertek move higher due to solid trading. Read more

Liontrust UK Smaller Companies Fund

November 2021 review

Frontier Developments has a tough first few weeks as a Fund holding but has bright prospects. Read more

Liontrust UK Micro Cap Fund

November 2021 review

Gear4Music experiences Brexit-relate supply problems but Eckoh rallies after securing largest ever contract. Read more

Liontrust UK Growth Fund

November 2021 Review

WH Smith drops on fresh covid restrictions but Sage and Intertek move higher due to solid trading. Read more

Liontrust Special Situations Fund

November 2021 review

TP ICAP and TI Fluid Systems slide on stock-specific setbacks but acquisition updates drive JTC and Craneware higher. Read more

Liontrust GF European Smaller Companies Fund

November 2021 review

Marks & Spencer a standout positive, while WH Smith and Elior fall on lockdown fears. Read more

Liontrust GF European Strategic Equity Fund

November 2021 review

Strong short book performance drives positive return despite market falls. Read more

Liontrust European Growth Fund

November 2021 review

Royal Unibrew suffering from rising freight costs but AP Moller Maersk is reaping benefits. Read more
David Roberts

Plan B only makes government bonds more overvalued

David Roberts looks at the government bond market reaction to the newest Covid restrictions. Read more
Mike Appleby

COP26 – the good, the bad and the moderate

With the book now closed on COP26, Mike Appleby runs the rule over the Glasgow event and finds that while 1.5 degrees is still just about alive, we face growing urgency on emissions targets in the run up to 2030 as the energy transition gathers pace. Read more

Tactical Asset Allocation update: Q4 2021

Liontrust Multi-Asset Team

Convertibles and Japanese equity both move down in latest TAA review, with team remaining positive on risk assets heading into the new year as economy, Omicron permitting, continues to reach escape velocity from the pandemic. Read more

The Multi-Asset Process

November 2021 Market Review

With markets growing increasingly detached from fundamentals for most of November, John Husselbee asks if news of the latest Covid variant could administer a sharp dose of reality as we head into 2022. Read more
John Husselbee

2022 outlook: the perils of futurology

With markets growing increasingly detached from fundamentals for most of November, John Husselbee asks if news of the latest Covid variant could administer a sharp dose of reality as we head into 2022. Read more
Ewan Thompson

WATCH: Can India maintain its stock market performance?

In this short video, Ewan Thompson examines whether Indian equities can continue to be strong performers and where he is finding investment opportunities. Read more

Liontrust Strategic Bond Fund

November 2021 review

Omicron volatility provides opportunity to reduce fund duration and increase high yield exposure. Read more

Liontrust GF Strategic Bond Fund

November 2021 review

Omicron volatility provides opportunity to reduce fund duration and increase high yield exposure. Read more
Samantha Gleave

WATCH: European value stocks we favour

In this Bite-size View, Samantha Gleave highlights the value stocks in Europe that she believes offer investment opportunities. Read more