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Fund manager

Funds:

Liontrust European Income Fund

November 2016 review

The November 2016 review for the Fund is available. Read more

Liontrust Macro UK Growth Fund

November 2016 review

The November 2016 review for the Fund is available. Read more

Liontrust Macro Equity Income Fund

November 2016 review

The November 2016 review for the Fund is available. Read more

Liontrust GF Asia Income Fund

November 2016 portfolio changes

The November 2016 portfolio changes for the Fund are available. Read more
Mike Appleby

Sustainable Future funds emit much less carbon dioxide than their benchmark

Mike Appleby, Investment Manager analyses how much carbon dioxide is emitted by our funds compared to the markets they invest in. Read more

Liontrust Asia Income Fund

November 2016 portfolio changes

The November 2016 portfolio changes for the Fund are available. Read more

Liontrust GF European Strategic Equity Fund

November 2016 review

The November 2016 review for the Fund is available. Read more

Liontrust fund managers’ “Reasons to be Cheerful” in 2017

Having given us their Halloween “Reasons to be Fearful”, we asked the same Liontrust fund managers to highlight aspects of their research which point to a more optimistic outlook for 2017. Read more
Olly Russ

Renzi loses Italian Job

As both betting markets and opinion polls predicted (for once), Italian PM Matteo Renzi lost his referendum for constitutional reform, and with it his job. Although the polls were correct in predicting the outcome, they understated the emphatic margin by which the proposals were defeated, which now look to be 59:41 in favour of a ‘No’. Renzi took the hint, and in a somewhat rambling speech eventually managed to announce his intention to tender his resignation later this afternoon. Read more
John Husselbee

A desynchronising world

Are you still playing Pokémon Go? The online game was released to the world in early July this year and soon went viral over the summer. However the game today is seemingly unfashionable with its rapid decline in recent months clearly charted by Google Trends. And whilst gamers are abandoning Pokémon Go, it seems that investors are beginning to shy away from government bonds. Read more
Olly Russ

How will markets react to the Italian referendum result?

The key question in European investment at the moment is of course ‘Do you approve the text of the constitutional bill concerning "Dispositions for the surmounting of perfect bicameralism, the reduction of the number of Members of Parliament, the reduction of institutional operating costs, the abolition of CNEL and the revision of Title V of Part II of the Constitution," which was approved by Parliament and published in the Gazzetta Ufficiale n. 88, on April 15, 2016?’. Read more
Jamie Clark

Autumn Statement initial thoughts

Philip Hammond’s inaugural – and final – Autumn Statement confirms our view that fiscal activism has made an emphatic comeback. Read more
Jamie Clark

What ‘Trump-priming’ of US economy means for our Macro-Themes

This week’s US election outcome presents a timely opportunity to revisit and update our prior blog entry. Read more
Anthony Cross

Where investors should seek sanctuary from inflation

A key tenet of our investment process is the importance of barriers to competition. We have moulded our approach around the identification of characteristics which we believe allow companies to sustain profits in the face of competitive threats. It is this theoretical ability to generate a higher than average level of profitability for longer than expected which we refer to as Economic Advantage. Read more

Liontrust European Enhanced Income Fund

October 2016 review

The October 2016 review for the Fund is available. Read more

Liontrust European Income Fund

October 2016 review

The October 2016 review for the Fund is available. Read more

Liontrust Global Income Fund

October 2016 review

The October 2016 review for the Fund is available. Read more

Liontrust European Growth Fund

October 2016 review

The October 2016 review for the Fund is available. Read more

The Multi-Asset Process

October 2016 market overview

The October 2016 market overview is available. Read more

Liontrust GF Special Situations Fund

October 2016 review

The October 2016 review for the Fund is available. Read more

Liontrust UK Smaller Companies Fund

October 2016 review

The October 2016 review for the Fund is available. Read more

Liontrust UK Micro Cap Fund

October 2016 review

The October 2016 review for the Fund is available. Read more

Liontrust fund managers’ scariest charts

As Halloween approaches, Liontrust’s fund managers highlight the most frightening data they’ve come across in their research Read more
Shashank Savla

Why we remain underweight India despite reform progress

The approval of the Goods and Services Tax (GST) bill in August was an important step for India, and contributes to us holding a positive medium-term outlook for the country. Read more
Aitken Ross

Generating an income in a low yield environment

Aitken Ross, Investment Manager, looks at how we could offer the perfect solution for savers and retirees looking to generate income in a low yield environment. Read more
Mike Appleby

Will Trump kill investment returns for sustainable funds?

Mike Appleby, Investment Manager, addresses the concerns around Trump's potential negative impact on the renewable energy sector and why he still believes ATI is well positioned to navigate these political uncertainties. Read more

Four reasons to divest from fossil fuels

Tony Greenham, Head of Finance and Business at RSA, and member of our advisory committee, looks at the demise of fossil fuels in light of the recent COP22 conference in Marrakesh and why from an investment perspective divestment is the only sensible approach to take. Read more

Liontrust UK Growth Fund

October 2016 review

The October 2016 review for the Fund is available. Read more

Liontrust Special Situations Fund

October 2016 review

The October 2016 review for the Fund is available. Read more

Liontrust Macro UK Growth Fund

October 2016 review

The October 2016 review for the Fund is available. Read more
Samantha Gleave

Picking Quality and Value routes to cash flow growth

Having had a cautious outlook for much of this year, we recently moved to a more neutral view on the prospects for European markets. The investment environment should continue to be one in which high-quality cash-generative stocks are in demand, but there are also pockets of the stock-market offering contrarian value opportunities. Read more
Jamie Clark

Why Friedman is out and Keynes is back

Our Macro-Thematic investment process seeks to identify durable investment themes and associated opportunities to generate unit holder returns. Macro themes do not issue from a pre-populated Excel formula, or similarly linear process. Read more
Mark Williams

Stock selection or country allocation – what’s the key to investing in Asia?

Mark Williams looks at the importance of stock selection relative to country allocation when investing in Asian equities. Read more

Liontrust Macro Equity Income Fund

October 2016 review

The October 2016 review for the Fund is available. Read more

Liontrust GF Asia Income Fund

October 2016 portfolio changes

The October 2016 portfolio changes for the Fund are available. Read more

Liontrust Asia Income Fund

October 2016 portfolio changes

The October 2016 portfolio changes for the Fund are available. Read more

Liontrust GF European Strategic Equity Fund

October 2016 review

The October 2016 review for the Fund is available. Read more
James Inglis-Jones

Lessons from 10 years at the helm of Liontrust European Growth

1. Define and thoroughly research an investment process before you start implementing it An investment process can’t simply be theoretical, it also needs to be backed up by historical analysis to demonstrate that it works. Read more
John Husselbee

Do you hear the people sing?

In my experience of fund management over the past thirty years, political risk has traditionally been more associated with emerging market economies rather than those of the developed world. The simple rationale has been that emerging market governments are typically considered to be less stable, and so investors should in turn demand a risk premium in the form of a higher expected return. Read more

Investing in the economy of tomorrow

Tim Jackson, Professor of Sustainable Development at the University of Surrey, and member of our advisory committee, looks at what tomorrow's economy will be like and why ATI are well placed to benefit from this inevitable shift. Read more
Laurie Don

Alzheimer's: new research provides big opportunities

Laurie Don, Investment Manager at ATI, discusses the potential investment opportunities in companies trialling new treatments for Alzheimer’s disease. Read more
Peter Michaelis

Electric dreams: when will every car be battery powered?

Investment Managers at ATI investigate how the obstacles currently facing the electric car industry may soon be overcome, presenting a promising investment opportunity. Read more
Chris Foster

Saving for the future: investing in retirement

Chris Foster, investment analyst at ATI, examines the radically shifting landscape of retirement saving in the UK and the investment opportunities it contains. Read more
Simon Clements

Immuno-oncology: a revolution in cancer treatment

Simon Clements, investment manager at ATI, examines current developments in cancer treatment where a new therapy is revolutionising our approach to the disease and creating investment opportunities. Read more

Bank of England action: the ATI view

Views from ATI's key fund managers on the potential impact on major asset classes of last week's Bank of England decision to cut interest rates and increase quantitative easing. Read more
Mike Appleby

Long-term trends in the global automotive industry

Mike Appleby, investment manager explains how big changes in the car industry are informing where we see the best investment prospects in the sector. Read more
Mike Appleby

Renewable energy: opportunities and challenges

Mike Appleby, investment manager on the ATI Sustainable Future fund team, outlines where he sees both the promise and the pitfalls in the renewable energy sector. Read more
Simon Clements

Investment opportunities in DNA sequencing

Simon Clements, investment manager on the ATI Sustainable Future fund team explains how he is capitalising on exciting developments within the DNA sequencing space. Read more
Harriet Parker

Gender equality: an important investment issue

Harriet Parker, investment manager on the ATI Sustainable Future fund team explains how gender equality can improve company performance and boost investment returns. Read more
Martyn Jones

Chipotle: an investment standoff

Investment analyst Martyn Jones outlines the investment case for Mexican fast food chain Chipotle, considering whether the firm can regain the trust of its customers following a recent E-Coli outbreak. Read more