Month

Year

Posts:

Fund manager

Funds:

Liontrust Macro Equity Income Fund

December 2019 review

The Fund’s spread of UK housebuilders, building materials businesses and financials performed strongly as political certainty refreshed investor appetite for value-rated companies with explicit UK exposure. Read more

Liontrust Macro UK Growth Fund

December 2019 review

The Fund’s spread of UK housebuilders, building materials businesses and financials performed strongly as political certainty refreshed investor appetite for value-rated companies with explicit UK exposure. Read more
Phil Milburn

10 bond ideas for 2020

Phil Milburn provides 10 investment opportunities in bonds at a time when fixed income markets are expensive and stock selection remains key. Read more

Liontrust GF Absolute Return Bond Fund

Q4 2019 review

New allocation position uses credit default swaps to take short exposure to financials sector spreads relative to wider market. Read more

Liontrust GF High Yield Bond Fund

Q4 2019 review

Sector positioning a small drag on relative performance during year-end rally as low-quality and energy bonds outperform, reversing the 2019 trend. Read more

Liontrust GF Strategic Bond Fund

December 2019 review

Duration tactically increased during December to take advantage of yield increase on low volumes. Read more

Liontrust Strategic Bond Fund

December 2019 review

Duration tactically increased during December to take advantage of yield increase on low volumes. Read more

Liontrust GF Special Situations Fund

December 2019 review

The Pebble Group added to the portfolio. Read more

Liontrust UK Smaller Companies Fund

December 2019 review

Cohort releases strong interim results and announces its sixth acquisition. Read more

Liontrust UK Micro Cap Fund

December 2019 review

Confident outlook comments help Solid State finish 2019 on a high. Read more

Liontrust UK Growth Fund

December 2019 review

Unilever and RWS Holdings lose ground but majority of portfolio participates in post-election market rally. Read more

Liontrust Special Situations Fund

December 2019 review

The Pebble Group added to the portfolio. Read more

Liontrust GF UK Growth Fund

December 2019 review

Unilever and RWS Holdings lose ground but majority of portfolio participates in post-election market rally. Read more
Harriet Parker

Living in a digital world

Digital technologies account for more greenhouse gas emissions than civil aviation. To address this, Harriet Parker explores the mitigating and financial benefits of outsourced data centres. Read more
David Roberts

10 fixed income trades for the New Year

Bond markets delivered strong returns last year against many people’s expectations. What does this mean for finding investment opportunities in 2020? David Roberts offers 10 potential ideas among high-quality sovereign debt. Read more

Liontrust European Income Fund

November 2019 review

Highlights include forecast-beating results from Italian asset manager ANIMA and a new contract for Nordic bus operator Nobina. Read more

Liontrust European Enhanced Income Fund

November 2019 review

Highlights include forecast-beating results from Italian asset manager ANIMA and a new contract for Nordic bus operator Nobina. Read more

Liontrust Macro Equity Income Fund

November 2019 review

Trading updates from Direct Line and Persimmon provide portfolio highlights. Read more

Liontrust Macro UK Growth Fund

November 2019 review

Trading updates from Direct Line and Persimmon provide portfolio highlights. Read more
Mark Williams

Should investors in China worry about the Hong Kong protests?

Six months of protests in Hong Kong have caused significant economic disruption and highlighted the level of discontent with China’s influence. Mark Williams considers China’s intentions towards Hong Kong and outlines the impact on investors in Chinese equities. Read more
Martyn Jones

Investing beyond meat

Long read: Food and farming are responsible for 25% of global emissions. Martyn Jones explores some of the alternative options to meat and the opportunities that have grown (or hopped) into the picture for investors. Read more
Storm Uru

Will the lower cost of energy fuel global growth?

The US became a net exporter of crude oil and refined petroleum products for a full month in September for the first time since the 1940s. Storm Uru explains why and what this means for the economy. Read more

Liontrust GF European Strategic Equity Fund

November 2019 review

Short book limits strong long book performance. Read more

Liontrust Global Income Fund

November 2019 review

Target, Amgen and Detusche Pfandbriefbank all raise guidance during busy third quarter reporting season. Read more

Liontrust GF European Smaller Companies Fund

November 2019 review

Judges Scientific and SimCorp among the highlights as Fund extends gains. Read more

Liontrust European Growth Fund

November 2019 review

Fund adds SocGen and sells Technogym. Read more

What the Conservative majority means for investors

James Dowey, Olly Russ, Phil Milburn, Jamie Clark & John Husselbee

With Boris Johnson and the Conservative Party achieving a large majority in the General Election, Liontrust fund managers provide their initial views and insights on what this means for markets and investments. Read more

Liontrust Global Dividend Fund

November 2019 review

During October, the Fund returned 6.0% compared to the benchmark of 2.5% and the IA global income sector of 2.1%. Read more
Mark Martin

UK’s productivity threats and opportunities in three charts

Mark Martin, manager of the Liontrust UK Mid Cap and UK Opportunities Funds, explains why those companies who have resisted the siren call of short-termism and reinvested in their businesses are giving opportunity to investors. Read more

Liontrust UK Micro Cap Fund

November 2019 review

StatPro and Synnovia exit portfolio as takeovers complete. Read more

Liontrust Special Situations Fund

November 2019 review

Against a risk-on backdrop, there were strong rallies in some stocks previously weighed down by global growth worries. Read more

Liontrust UK Smaller Companies Fund

November 2019 review

Clipper Logistics receives takeover offer. Read more

Liontrust UK Growth Fund

November 2019 review

Against a risk-on backdrop, there were strong rallies in some stocks previously weighed down by global growth worries. Read more

Liontrust GF Special Situations Fund

November 2019 review

Against a risk-on backdrop, there were strong rallies in some stocks previously weighed down by global growth worries. Read more

Liontrust GF UK Growth Fund

November 2019 review

Against a risk-on backdrop, there were strong rallies in some stocks previously weighed down by global growth worries. Read more

The Multi-Asset Process

November 2019 Market Review

It feels like we are enduring a global Groundhog Day with trade disputes continuing, another election in the UK and continued moves towards trying to impeach President Trump. John Husselbee reviews the political and market volatility and looks forward to potential clarity in 2020. Read more
John Husselbee

A case for bonds – why hold a negative-yielding asset class?

Amid all the talk of inverted yield curves, why should investors still own bonds? Read more
John Husselbee

Rather a buyer than a seller be?

Why do fund managers tend to be better buyer than sellers and what does that say about investor psychology? Read more

Liontrust Asia Income Fund

November 2019 portfolio changes

One portfolio addition – Pacific Textiles – and two sales: G8 Education and Silverlake. Read more

Liontrust GF Asia Income Fund

November 2019 portfolio changes

One portfolio addition – Pacific Textiles – and two sales: G8 Education and Silverlake. Read more

Liontrust GF Strategic Bond Fund

November 2019 review

Fund remains significantly underweight duration in face of horrendously over-priced government bond markets. Read more

Liontrust Strategic Bond Fund

November 2019 review

Fund remains significantly underweight duration in face of horrendously over-priced government bond markets. Read more
Phil Milburn

Kicking the UK’s fiscal tyres

As the UK prepares to go back to the polls on 12 December, Phil Milburn takes a look at the state of government finances and analyses some of the promises we can expect over the weeks of campaigning. Read more
Donald Phillips

10 things everyone should know about high yield bonds

The high yield bond market is currently being ignored by investors, but we believe there are a number of reasons why this asset class should be included in portfolios. In this article, we provide 10 key points to remember about high yield (as well as our own GF High Yield Bond Fund). Read more
Shashank Savla

India’s stockmarket performance at odds with economic slowdown

Indian equities trade at a hefty premium to other Asian equities – one that is not justified by economic trends. With recent GDP data showing the lowest growth rate since 2013, Shashank Savla highlights the reasons for the slowdown and the attempts to reverse this. Read more
Phil Milburn

FRNs – they’ll be there for you

Floating Rate Notes (FRNs) have been a very useful asset management tool for the Global Fixed Income team this year. Phil Milburn looks at the investment characteristics of these bonds and explains why they have been so attractive in 2019. Read more
William Geffen

At what point is a company a “tech” company?

How do you define a tech company? Will Geffen explains how the Global Equity team identifies such companies and why they believe Disney can make investors dreams come true. Read more
William Geffen

The Tech Disrupters: Cars, Frozen and deep data. How Disney became a tech titan

The Liontrust Global Equity team explains Disney’s tech opportunity and why the company has been added to their funds. Read more
John Husselbee

Active failings should not give passives a free ride

Beware the active bad/passive good narrative growing in the wake of recent controversies. Read more
John Husselbee

The perils of market timing

The best active funds typically owe their performance to a small number of months – so why do so many investors still try to time the market? Read more