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Liontrust GF European Smaller Companies Fund

January 2020 review

Energy sector holdings face headwind from falling oil prices amid Chinese coronavirus concerns, but Gaztransport et Technigaz bucks trend to post gain. Read more

Liontrust European Growth Fund

January 2020 review

Energy sector holdings face headwind from falling oil prices amid Chinese coronavirus concerns, but Gaztransport et Technigaz bucks trend to post gain. Read more

The Multi-Asset Process

January 2020 Market Review

In a month dominated by Iran, Coronavirus, impeachment and the start of the US Presidential election, the UK finally and relatively quietly left the EU on 31 January. Read more
Mark Williams

Coronavirus: what we know so far

The coronavirus has led to more than 500 deaths and counting. With the disease also affecting stock markets and estimates for economic growth, Mark Williams outlines what we know so far and how past outbreaks might provide clues to the ultimate impact of coronavirus. Read more

Liontrust GF Asia Income Fund

Q4 2019 review

‘Phase one’ agreement sees a shift in US-China trade relations. Read more
Robin Geffen

Geffen and Dowey: what we expect from global markets in 2020

Stock markets ended 2019 strongly after a year of political uncertainty and the threat of an escalating trade war between the US and China. In these two short videos, Robin Geffen and James Dowey of the Liontrust Global Equity team provide their outlook for global economic growth and stock markets in 2020, along with why the environment is likely to be more challenging for income investors in the UK. Read more
Aitken Ross

The ESG effect in bond markets

Aitken Ross explains how investing in bonds of companies that benefit society and the environment can potentially enhance returns and reduce volatility. Read more

Liontrust Sustainable team challenges companies on zero carbon emissions strategy

The Liontrust Sustainable Investment team to challenge companies on zero carbon emissions strategy. The team asks how and when they will decarbonise their businesses. Read more
Matt Tonge

Sizing up the Smaller Companies opportunity in 2020

Matt Tonge explains what drove last year’s very healthy small cap returns and takes a look at what investors should expect from 2020. Read more

Liontrust Asia Income Fund

Q4 2019 review

‘Phase one’ agreement sees a shift in US-China trade relations. Read more

Liontrust US Opportunities Fund

Q4 2019 review

We are concerned over what investors may be relying on as ‘safe assets’ ‒ especially in the consumer staples space – that are anything but. Read more

Liontrust US Income Fund

Q4 2019 review

Healthcare defied its typically defensive characteristics and lead the rally over the quarter. Read more

Liontrust UK Opportunities Fund

Q4 2019 review

We continue to see exciting opportunities to invest in undervalued companies in the smaller part of the market. Read more

Liontrust UK Mid Cap Fund

Q4 2019 review

Strong performance over the quarter came from a long-term holding, Consort Medical, which announced it had been approached to be bought at a significant premium. Read more

Liontrust Russia Fund

Q4 2019 review

Fund continues to offer diversified exposure in sectors that are not present in the benchmark. Read more

Liontrust Latin America Fund

Q4 2019 review

Moving into 2020, economic acceleration and reform momentum will be key drivers in Brazil. Read more

Liontrust Japan Opportunities Fund

Q4 2019 review

The depreciation of the yen can be attributed to being the main cause of the Fund’s outperformance over the quarter. Read more

Liontrust Japan Equity Fund

Q4 2019 review

The Fund’s underlying equity portfolio showed remarkably divergent performance across individual stocks within each sector. Read more

Liontrust India Fund

Q4 2019 review

The Fund benefited on a relative basis from an underweight position in the consumer staples sector. Read more

Liontrust Income Fund

Q4 2019 review

Fund's equally-weighted approach remains as important as ever. Read more

Liontrust Global Technology Fund

Q4 2019 review

We continue to be very optimistic about the future returns from technology companies. Read more

Liontrust Global Smaller Companies Fund

Q4 2019 review

Fund’s outperformance over the quarter was predominately driven by its technology exposure. Read more

Liontrust Global Equity Fund

Q4 2019 review

Fund's performance attributed to focus on companies that are the leaders and beneficiaries of disruptive growth trends across the global economy. Read more

Liontrust Global Dividend Fund

Q4 2019 review

Whilst valuations in some areas of the market have now become extended, we remain positive on investing in Global Leaders. Read more

Liontrust Global Alpha Fund

Q4 2019 review

The Fund’s outperformance relative to the benchmark can largely be attributed to its technology related positions. Read more

Liontrust European Opportunities Fund

Q4 2019 review

Portfolio maintains a strong value bias, with valuations at a material discount to both the market and peers. Read more

Liontrust Emerging Markets Fund

Q4 2019 review

Emerging markets sparked into life in the final quarter and enjoyed a significant rally. Read more

Liontrust China Fund

Q4 2019 review

The Fund's e-commerce names performed well after growth acceleration and strong execution in smaller cities. Read more
Thomas Smith

Why we’re underweight energy in our Russia fund

Russia has made huge strides in recent years away from a reliance on the price of oil. Here, Thomas Smith explains why the team is underweight energy in the Liontrust Russia Fund and where they are finding valuable opportunities. Read more

Liontrust Balanced Fund

Q4 2019 review

The Fund’s exposure to the technology sector was once again additive to the overall returns. Read more

Liontrust UK Ethical Fund

Q4 2019 review

Sophos, L&G and Kingspan among top performers over Q4. Read more

Liontrust SF UK Growth Fund

Q4 2019 review

Helios Towers added to portfolio on IPO during quarter. Read more

Liontrust GF SF Pan-European Growth Fund

Q4 2019 review

Two IPOs contribute to returns over Q4, as fund adds Helios Towers and TeamViewer. Read more

Liontrust SF Managed Fund

Q4 2019 review

Asset allocation positive over Q4 as equities deliver strong returns and cash and bonds underperform. Read more

Liontrust SF Global Growth Fund

Q4 2019 review

Top holdings over Q4 include Trupanion, Autodesk and Abcam. Read more

Liontrust SF European Growth Fund

Q4 2019 review

Top holdings include ASML and Infineon as semiconductor names end 2019 on high. Read more

Liontrust GF SF European Corporate Bond Fund

Q4 2019 review

Fund reduces duration short over quarter on valuation grounds. Read more

Liontrust SF Defensive Managed Fund

Q4 2019 review

Top holdings over quarter include CSL, Ringkjoebing Landbobank and St. James’s Place. Read more

Liontrust SF Corporate Bond Fund

Q4 2019 review

Stock selection in favoured insurers and banks sectors continues to drive returns. Read more

Liontrust SF Cautious Managed Fund

Q4 2019 review

Trupanion and Abcam back among top names after weaker Q3. Read more

Liontrust SF Absolute Growth Fund

Q4 2019 review

Fund moves to overweight equities and underweight cash as economic momentum improves. Read more

Liontrust Monthly Income Bond Fund

Q4 2019 review

Underweight duration and overweight credit beta positions both positive in Q4. Read more

Liontrust European Growth Fund

December 2019 review

Oil companies help Fund outpace the market. Read more

Liontrust Global Income Fund

December 2019 review

Fund yield continues to exceed the MSCI World Index. Read more

Liontrust GF European Strategic Equity Fund

December 2019 review

UK-listed stocks help power long book gains. Read more

Liontrust Global Dividend Fund

December 2019 review

Technology led the market in 2019, predominantly driven by Apple. In 2020, we expect the earnings to inflect. Read more

Liontrust GF European Smaller Companies Fund

December 2019 review

Oil companies help Fund outpace the market. Read more
John Husselbee

Déjà vu all over again?

Boris Johnson manned the sleigh as the world enjoyed a Santa rally at the end of 2019 and the best year for equities since 2009. John Husselbee reviews what led this upturn and analyses what is likely to drive markets in 2020. Read more

The Multi-Asset Process

December 2019 Market Review

December brings long-awaited developments on Brexit and trade. Read more