Month

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Posts:

Fund manager

Funds:

David Roberts

How to make money from bonds in a falling market

With government bonds expensive against long-run averages and policy moving back towards ‘old normal’ territory, investors are understandably asking how to make money from bonds. David Roberts outlines his current strategy. Read more
David Roberts

Mario – super once more?

Still dovish, or sharp talons and a clawed beak? David Roberts runs the rule over last week’s ECB announcement, including what he sees as a mistaken promise not to hike interest rates until late next year (at the earliest). Read more

Liontrust GF Strategic Bond Fund

May 2018 review

Market volatility creates opportunity to open new positions. Read more

Liontrust European Enhanced Income Fund

May 2018 review

Political uncertainty in Italy weighs on Fund. Read more

Liontrust European Income Fund

May 2018 review

Political uncertainty in Italy weighs on Fund. Read more

Liontrust UK Smaller Companies Fund

May 2018 review

Team17 Group added to Fund’s video gaming sector plays. Read more

Liontrust UK Micro Cap Fund

May 2018 review

Recent Fund additions feature among strongest performers. Read more

Liontrust UK Growth Fund

May 2018 review

Oil stocks gain while Fund avoids banks and telecoms weakness. Read more

Liontrust GF Special Situations Fund

May 2018 review

Wood Group and PayPoint notable among the top contributors. Read more

Liontrust Special Situations Fund

May 2018 review

Wood Group and PayPoint notable among the top contributors. Read more
John Husselbee

The beautiful game - tactics for successful fund management

With the World Cup kicking off in Russia tomorrow, John Husselbee reveals several insights the beautiful game can offer the world of investing. Read more

The Multi-Asset Process

May 2018 market review

Trade concerns and Italian politics take gloss off stronger May. Read more

Liontrust GF Asia Income Fund

May 2018 portfolio changes

Indonesian miner added for exposure to coal price recovery. Read more

Liontrust Asia Income Fund

May 2018 portfolio changes

Indonesian miner added for exposure to coal price recovery. Read more

Liontrust European Growth Fund

May 2018 review

Oil stocks make large positive contribution. Read more

Liontrust Global Income Fund

May 2018 review

Dollar strength a headwind given low US exposure. Read more

Liontrust GF European Smaller Companies Fund

May 2018 review

SimCorp rises on solid Q1 numbers. Read more

Liontrust Macro UK Growth Fund

May 2018 review

Weakness in life insurance shares weighs on Fund but conviction in Rising Rates theme remains high. Read more

Liontrust Macro Equity Income Fund

May 2018 review

Weakness in life insurance shares weighs on Fund but conviction in Rising Rates theme remains high. Read more
Shashank Savla

More Indian rate rises likely after first since 2014

Shashank Savla, fund manager in the Asia team, looks at the reasons behind this week’s Indian rate rise and explains why the team holds a cautious view on Indian equities. Read more

Liontrust GF European Strategic Equity Fund

May 2018 review

Long book gains come against flat market backdrop. Read more

Liontrust Strategic Bond Fund

Launch to 31 May 2018 review

The Liontrust Strategic Bond Fund is now fully populated with investment ideas; it has underlying duration of 2.9 years, a beta of 0.6-0.7 against the market. Read more
Neil Brown

Calling for a food and drink revolution

Neil Brown on the revolution needed in food and drink, with less than a third of products considered ‘healthy’. Read more
David Roberts

Where next for Italian bonds?

David Roberts considers the prospects for Italian bonds over the next few months: will the ECB step in – and potentially help the Eurosceptics looking to form a government – at a 2.5% yield? Read more
Harriet Parker

Navigating GDPR – threats and opportunities

With the 25 May GDPR deadline fast approaching, Harriet Parker looks at the potential impact of this regulation and the companies best placed to benefit by enhancing digital security. Read more

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