Month

Year

Posts:

Fund manager

Funds:

Liontrust GF European Strategic Equity Fund

February 2017 review

The February 2017 review for the Fund is available. Read more

The Multi-Asset Process

February 2017 market review

The February 2017 market overview is available. Read more

Liontrust Macro UK Growth Fund

February 2017 review

The February 2017 review for the Fund is available. Read more

Liontust Macro Equity Income Fund

February 2017 review

The February 2017 review for the Fund is available. Read more

Liontrust Asia Income Fund

February 2017 portfolio changes

The February 2017 review for the Fund is available. Read more

Liontrust European Enhanced Income Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust European Income Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust Global Income Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust European Growth Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust GF Special Situations Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust UK Smaller Companies Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust UK Micro Cap Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust UK Growth Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust Special Situations Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

The Multi-Asset Process

January 2017 market overview

The January 2017 market overview is available. Read more

Liontrust Macro UK Growth Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust Macro Equity Income Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust GF European Strategic Equity Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust European Enhanced Income Fund

December 2016 review

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

Liontrust European Income Fund

December 2016 review

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

Liontrust GF Asia Income Fund

Q4 2016 review

The Q4 2016 review for the Fund is available. Read more

Liontrust Asia Income Fund

Q4 2016 review

The Q4 2016 review for the Fund is available. Read more

Liontrust GF Special Situations Fund

December 2016 review

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

Liontrust UK Smaller Companies Fund

December 2016 review

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

Liontrust UK Micro Cap Fund

December 2016 review

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

Liontrust UK Growth Fund

December 2016 review

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

Liontrust Special Situations Fund

December 2016 review

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

Liontrust Global Income Fund

December 2016 review

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

Liontrust European Growth Fund

December 2016 review

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

The Multi-Asset Process

Q4 2016 market review

The Q4 2016 market overview is available. Read more

Liontrust Macro UK Growth Fund

December 2016 review

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

Liontrust Macro Equity Income Fund

December 2016 review

The December 2016 review for the Fund is available. Read more
John Husselbee

Great Expectations?

Financial markets are often said to be driven by investor expectations, the so-called fear and greed. This is perhaps best summarised by the frequently quoted father of value investing, Benjamin Graham: "In the short run, the market is a voting machine but, in the long run, it is a weighing machine.” Read more
Mark Williams

Should investors in Asia worry about Trump?

In the run-up to the US Presidential election, Donald Trump loudly lambasted the Chinese, threatening to attack what he seemed to see as iniquitous trade policies. Before the vote he threatened to retaliate for China ‘raping’ America on trade, to impose massive tariffs on Chinese imports and on his first day in the White House labelled China a currency manipulator. Read more
Samantha Gleave

Five European small cap picks

In this blog, I am taking the opportunity to look at five of the stocks we have included in the GF European Smaller Companies Fund, which we launched at the start of February. Read more
James Inglis-Jones

Beware over-paying for forecast growth

We hold an upbeat assessment of the outlook for European equities this year but we are very cognisant of the need to limit exposure to some extreme valuations being afforded to stocks meeting certain investment characteristics. Read more
Mark Williams

Five stocks to crow about in the Year of the Rooster

This article was first published by Citywire Wealth Manager on 16 February 2017 • Lite-0n Technology Corp: Giving you the dual-camera you never knew you wanted Lite-On manufactures power supplies, components for consumer electronics, and optoelectronics. Read more
Jamie Clark

Taking the edge off our pharma exposure

We are longstanding investors in the pharmaceutical sector, but think investors should be more critical in evaluating the chance of drug pipeline failure and risks to capital. Read more

Liontrust GF European Strategic Equity Fund

December 2016 review

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

The Multi-Asset Process

November 2016 market overview

The November 2016 market overview is available. Read more

Liontrust GF Special Situations Fund

November 2016 review

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

Liontrust UK Smaller Companies Fund

November 2016 review

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

Liontrust UK Micro Cap Fund

November 2016 review

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

Liontrust UK Growth Fund

November 2016 review

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

Liontrust Special Situations Fund

November 2016 review

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

Liontrust Global Income Fund

November 2016 review

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

Liontrust European Growth Fund

November 2016 review

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

Liontrust European Enhanced Income Fund

November 2016 review

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

What prospects for China in the Year of the Rooster?

The Liontrust Asia Income Fund had slightly over 40% exposure to Hong Kong and China at the start of the year. All of this is via companies listed in Hong Kong (not A-shares, listed in the Chinese mainland markets), but they are companies with exposure to the mainland Chinese market, rather than the Hong Kong economy, which we think will struggle in a world of rising United State interest rates. Read more

Liontrust European Income Fund

November 2016 review

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