Month

Year

Posts:

Fund manager

Funds:

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

Liontrust GF European Strategic Equity Fund

March 2018 review

Trade war jitters weigh on long book holdings. Read more

Liontrust Asia Income Fund

Q1 2018 review

Trade spat between the US and China marks a deterioration, but is unlikely to escalate into a longer-term trade war. Read more

Liontrust GF Asia Income Fund

Q1 2018 review

Trade spat between the US and China marks a deterioration, but is unlikely to escalate into a longer-term trade war. Read more

The Multi-Asset Process

March 2018 market review

With the tariff trade-off between the US and China dragging markets down in March, John Husselbee looks at what another weak month means for investors. Read more
Phil Milburn

The wary canary and the LIBOR OIS spread

The US 3 month LIBOR OIS spread has widened since the start of the year, prompting questions about whether this is a sign of stress in the market for the wholesale liability financing of US banks. Phil Milburn analyses what has driven the widening and what this means for investors. Read more
Kenny Watson

Is green the new black for bonds?

There was record issuance of green bonds last year and levels are expected to exceed $250bn in 2018. Kenny Watson analyses the investment case for this part of the fixed income market. Read more
Mark Williams

Damaging ‘trade war’ still looks unlikely

Earlier this month, Mark Williams commented that ‘Trade Wars’ volatility could throw up investment opportunities. Following last week’s announcement of Trump’s tariff plan, he explains why he still thinks market volatility will exceed economic impact. Read more
Simon Clements

A postcard from Asia

Fresh from seeing companies across Japan, Hong Kong and China, Simon Clements reports back on a region increasingly embracing the idea that ESG can drive long-term success. Read more
John Husselbee

All eyes on the dollar

Tracking the dollar over the next 12 months and beyond will likely give a better perspective on markets than daily newsflow, according to John Husselbee. Read more
John Husselbee

Time to re-board the value train?

John Husselbee highlights a potential opportunity in value stocks this year after a long period out of favour since the financial crisis. Read more
John Husselbee

Winning by not losing in 2018 and beyond

Following another busy asset management conference season, John Husselbee picks out key talking points for the rest of 2018. Read more

Liontrust UK Smaller Companies Fund

February 2018 review

Upbeat newsflow helps Fund avoid worst of small cap weakness. Read more

Liontrust UK Micro Cap Fund

February 2018 review

Fund holds up well amid broad-based weakness in micro-cap stocks. Read more

Liontrust UK Growth Fund

February 2018 review

Another setback for AA, but Fidessa rises on takeover approach. Read more

Liontrust Special Situations Fund

February 2018 review

Another setback for AA, but Fidessa rises on takeover approach. Read more

Liontrust European Enhanced Income Fund

February 2018 review

Inflation jitters spark equity sell-off. Read more

Liontrust European Income Fund

February 2018 review

Inflation jitters spark equity sell-off. Read more

Liontrust Global Income Fund

February 2018 review

Rise in South African rand aids performance. Read more

Liontrust GF European Smaller Companies Fund

February 2018 review

Strong Q4 company updates help Fund avoid worst of equity sell-off. Read more

Liontrust European Growth Fund

February 2018 review

Strong Q4 company updates help Fund avoid worst of equity sell-off. Read more
David Roberts

Trump trumps Italy?

David Roberts considers how Donald Trump’s trade war threats and a troubled Italian election could affect bond markets. Read more

Liontrust Macro UK Growth Fund

February 2018 review

The hint of inflation was enough to dictate the direction of February market movements. Read more

Liontrust Macro Equity Income Fund

February 2018 review

February pivoted on the key early month US payrolls release. Critically, a solid jobs number was accompanied by confirmation of accelerating earnings growth. Read more
Olly Russ

What do higher rates mean for European equities?

Olly Russ takes a look at which European sectors stand to benefit – and which should be avoided – as investors adjust to the likelihood of higher interest rates. Read more
Mark Williams

‘Trade Wars’ volatility could throw up investment opportunities

Donald Trump has announced import tariffs on steel and aluminium, sparking fears of trade wars. Mark Williams explains what this means for investors in Asian equities. Read more