Month

Year

Posts:

Fund manager

Funds:

Liontrust Asia Income Fund

November 2018 portfolio changes

Australian financial AMP sold on deterioration in earnings visibility. Read more

Liontrust Strategic Bond Fund

November 2018 review

Duration managed intra-month to target alpha; high yield weighting tripled. Read more

Liontrust GF Strategic Bond Fund

November 2018 review

Duration managed intra-month to target alpha; high yield weighting tripled. Read more

Liontrust GF European Strategic Equity Fund

November 2018 review

Energy sector weakness and rotation away from cyclicals hurts long book. Read more
Matt McLoughlin

Liontrust’s traders go Christmas shopping

With the season very much upon us, Liontrust’s Head of Trading Matt McLoughlin, outlines what Christmas shopping and the day job have in common. Read more
Jamie Clark

Time to plug into a utility stock

The Macro-Thematic team have included a utility company in their portfolios for the first time in six years. Jamie Clark reveals which stock they have selected. Read more
David Roberts

Opportunity knocks in high yield

Why we have tripled our high yield exposure in our Strategic Bond funds. Read more
Simon Clements

Simon Clements’ letter from America

As those across the Atlantic gear up for a day of feasting, “football” and family this Thanksgiving Thursday, Simon Clements reflects on his recent trip to the US, and the investment opportunities arising in Boston, Chicago and Milwaukee. Read more

Liontrust European Enhanced Income Fund

October 2018 review

Volatility spikes as European market sees biggest monthly sell-off since eurozone crisis. Read more

Liontrust European Income Fund

October 2018 review

Volatility spikes as European market sees biggest monthly sell-off since eurozone crisis. Read more

Liontrust UK Smaller Companies Fund

October 2018 review

Sentiment rather than fundamentals drive share price falls; Fund adds to 26 positions on weakness. Read more

Liontrust UK Micro Cap Fund

October 2018 review

Sentiment rather than fundamentals drive share price falls; Fund buys into weakness on over half its holdings and initiates one new postion. Read more

Liontrust UK Growth Fund

October 2018 review

Fund declines in line with market as sentiment softens; share price falls not reflective of fundamental newsflow. Read more

Liontrust Special Situations Fund

October 2018 review

Fund declines in line with market as sentiment softens; share price falls not reflective of fundamental newsflow. Read more

Liontrust GF Special Situations Fund

October 2018 review

Fund declines in line with market as sentiment softens; share price falls not reflective of fundamental newsflow. Read more

The Multi-Asset Process

October 2018 Market Review

In the latest Multi- Asset monthly review, John Husselbee explains what drove the downturn, the impact and what this means for investors. Read more

Liontrust Global Income Fund

October 2018 review

Strong US dollar and cyclical tilt weighs on Fund returns. Read more

Liontrust GF European Smaller Companies Fund

October 2018 review

Small-caps hit hardest in market rout. Read more

Liontrust European Growth Fund

October 2018 review

Investors shun cyclical sectors amid market sell-off. Read more

Liontrust Macro Equity Income Fund

October 2018 review

October’s market sell-off strengthens conviction in portfolio’s value tilt; exposure to keenly priced companies broadened during month. Read more

Liontrust Macro UK Growth Fund

October 2018 review

October’s market sell-off strengthens conviction in portfolio’s value tilt; exposure to keenly priced companies broadened during month. Read more

Europe acts to tackle single-use plastics

Neil Brown

Neil Brown highlights boost for companies tackling plastic pollution as European politicians look to ban worst single-use products. Read more

Liontrust GF Strategic Bond Fund

October 2018 review

Market volatility used to adjust duration, buy inflation breakeven protection and increase high yield weight to 25%. Read more

Liontrust Strategic Bond Fund

October 2018 review

Market volatility used to adjust duration, buy inflation breakeven protection and increase high yield weight to 25%. Read more

Liontrust GF European Strategic Equity Fund

October 2018 review

Investors shun cyclical sectors amid market sell-off. Read more
Olly Russ

Using the return of volatility to boost income

The European Central Bank is due to end its bond-buying programme next month, in what should be an inflection point for market volatility. Find out how Olly Russ is exploiting this volatility to generate extra portfolio income. Read more
Mark Williams

Trade war perceptions shift ahead of US mid-terms

The US-China ‘trade war’ has become a defining feature of 2018. Mark Williams asks what role next week’s US mid-term elections may have played in the escalation of tensions; explains why recent falls leave markets looking oversold; and takes a look at the longer-term consequences for investing in Asia. Read more
Phil Milburn

End of the beginning?

Does the recent volatility mean this is the end of the beginning or the beginning of the end? Phil Milburn analyses where we are in the market cycle and what this means for investors. Read more

Liontrust’s Ghoulish Gallery

David Roberts, Jamie Clark, Mike Appleby, Mark Williams, Olly Russ, James Inglis-Jones, Victoria Stevens & John Husselbee

We have put together 8 scary investment charts for Hallowe’en. If you feel brave enough, brace yourself and enter our fund managers’ ghoulish gallery. Read more

Liontrust SF European Growth Fund

Q3 2018 review

Another tough quarter for Europe, with trade wars and Italy prevalent. Read more

Liontrust SF Corporate Bond Fund

Q3 2018 review

Economic data and corporate earnings trends remain supportive for credit. Read more

Liontrust Monthly Income Bond Fund

Q3 2018 review

New issuance picked up following summer lull. Read more

Liontrust UK Ethical Fund

Q3 2018 review

Standout event for over Q3 was the acquisition of Jardine Lloyd Thompson by Marsh & McLennan. Read more

Liontrust SF UK Growth Fund

Q3 2018 review

Stocks highlighted include Learning Technology Group, GW Pharma and Cineworld. Read more

Liontrust GF Sustainable Future Pan-European Growth Fund

Q3 2018 review

Stocks highlighted include DNB, 3i and Handelsbanken. Read more

Liontrust GF SF European Corporate Bond Fund

Q3 2018 review

Dollar-denominated bonds key as this credit outperforms. Read more

Liontrust SF Cautious Managed Fund

Q3 2018 review

Underlying business fundamentals remain strong in favoured areas. Read more

Liontrust SF Defensive Managed Fund

Q3 2018 review

Healthcare-focused themes were key drivers over the period. Read more

Liontrust SF Managed Fund

Q3 2018 review

Fund moves neutral in global equities and ups credit overweight. Read more

Liontrust SF Global Growth Fund

Q3 2018 review

In a strong quarter, stocks highlighted include IQVIA and Perkin Elmer. Read more

Liontrust SF Absolute Growth Fund

Q3 2018 review

Managers up cash weighting in face of risk building over coming year. Read more

Liontrust European Enhanced Income Fund

September 2018 review

Covered call strategy reinitiated on 10 holdings. Read more

Liontrust European Income Fund

September 2018 review

French reinsurer SCOR rallies after rejected takeover offer. Read more

Liontrust European Growth Fund

September 2018 review

Rising oil prices help counter trade wars and emerging markets concerns. Read more

Liontrust GF European Smaller Companies Fund

September 2018 review

Gains from mining stocks boost Fund. Read more

Liontrust Global Income Fund

September 2018 review

Fund suffers headwind from low US weighting as S&P 500 reaches new record high. Read more

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