Month

Year

Posts:

Fund manager

Funds:

Liontrust SF Defensive Managed Fund

Q2 2019 review

Underlying business fundamentals for team’s favoured areas of the global market remain strong. Read more

Liontrust SF Managed Fund

Q2 2019 review

Managers reduced equity overweight and cash underweight in face of rising risks. Read more

Liontrust SF Global Growth Fund

Q2 2019 review

Names including Cellnex, Abcam, IQVIA and Ecolab among top contributors to returns. Read more

Liontrust GF SF Pan-European Growth Fund

Q2 2019 review

Danish utility services company Ørsted among additions to portfolio over quarter. Read more

Liontrust SF Absolute Growth Fund

Q2 2019 review

Managers up cash position in face of rising risks. Read more
Phil Milburn

Thinking inside the box

Phil Milburn outlines the latest position on the Liontrust Global Fixed Income funds, a rare ‘box trade’ capturing current pricing anomalies between French and German debt. Read more

Liontrust UK Micro Cap Fund

June 2019 review

Fund avoids the decline in the micro cap market. Read more

Liontrust UK Smaller Companies Fund

June 2019 review

Video gaming stocks Sumo and Team17 among Fund highlights in June. Read more

Liontrust Special Situations Fund

June 2019 review

Small cap companies underperform as ‘no deal’ Brexit chances increase. Read more

Liontrust UK Growth Fund

June 2019 review

Large cap stocks shine amid central bank easing signals. Read more

Liontrust GF UK Growth Fund

June 2019 review

Large cap stocks shine amid central bank easing signals. Read more

Liontrust GF Special Situations Fund

June 2019 review

Small cap companies underperform as ‘no deal’ Brexit chances increase. Read more

Liontrust European Enhanced Income Fund

June 2019 review

Sampo pleases the market with a special dividend. Read more

Liontrust European Income Fund

June 2019 review

Sampo pleases the market with a special dividend. Read more

Liontrust European Growth Fund

June 2019 review

Stocks rally as ECB and Fed hint at additional stimulus measures. Read more

Liontrust Global Income Fund

June 2019 review

Mining stocks drive gains amid iron ore supply constraints. Read more

Liontrust Macro UK Growth Fund

June 2019 review

June’s dollar weakness was a material contributor to portfolio returns. Read more

Liontrust Macro Equity Income Fund

June 2019 review

Team have added a raft of new holdings. Read more

Liontrust GF Asia Income Fund

Q2 2019 review

Trade wars have gone on for longer than expected. Read more

Liontrust GF European Smaller Companies Fund

June 2019 review

Stocks rally as ECB and Fed hint at additional stimulus measures. Read more

Liontrust Asia Income Fund

Q2 2019 review

Trade wars have gone on for longer than expected. Read more
Mark Williams

Why we want an economic slowdown in China

Recent news about the economic slowdown in China has added to the negative press since the trade war started. Mark Williams, manager of the Liontrust Asia Income Fund, explains why a slowdown in growth is necessary as China continues its economic rebalancing. Read more
Jamie Clark

The unique value opportunity in the FTSE 100

UK large cap stocks have been unloved of late. Jamie Clark explains why the underperformance of value versus growth and Brexit means it’s time to take a fresh look at companies in the FTSE 100. Read more

Liontrust Strategic Bond Fund

June 2019 review

Should the Fed cut remains key question for bond markets. Read more

Liontrust GF Strategic Bond Fund

June 2019 review

Should the Fed cut remains key question for bond markets. Read more

Liontrust GF High Yield Bond Fund

Q2 2019 review

Solid quarter as market remains hyper sensitive to central bank activity. Read more

Liontrust GF Absolute Return Bond Fund

Q2 2019 review

Soothing words from central bankers cement idea of policy put. Read more

Liontrust GF European Strategic Equity Fund

June 2019 review

Mining stocks drive long book gains amid iron ore supply constraints. Read more

The Multi-Asset Process

June 2019 Market Review

The performance of stock markets this year may prompt investors to think of Ella Fitzgerald singing about how the livin’ is easy during summertime. John Husselbee, however, reviews the myriad uncertainties presented by politics, trade wars and central bank policies. Read more
John Husselbee

Chart Of The Month

July 2019

In July’s Chart Of The Month we take a look at liquidity. It has quickly become a trending topic post the suspension of Neil Woodford’s Equity Income fund – but the detail is getting lost and we are rapidly approaching ‘liquidity good, illiquidity bad’ territory. Read more
Simon Clements

A digital postcard from San Francisco

As the US celebrates Independence Day, Liontrust’s Simon Clements reflects on his recent visit to the US, and explains how companies such as Paypal are helping make the world a safer and more efficient place. Read more
Mike Appleby

Getting on the right side of the energy transition

Mike Appleby explores the increasing tailwinds behind renewable energy, and what this means for sustainable investment. Read more

Seven stocks to invest in for a cleaner, safer and more efficient economy

Liontrust Sustainable Investment Team

As London Climate Action Week continues, Liontrust’s Sustainable Investment team highlights seven stocks to invest in for a cleaner, safer and more efficient planet. Read more
Mike Appleby

The realities of a lower carbon world

With the UK committed to net zero emissions by 2050, Mike Appleby looks at a few changes all of us in the UK can make to significantly reduce our carbon footprint in a matter of days. Read more
Jamie Clark

What is liquidity and why does it matter?

The subject of liquidity has returned to the spotlight in recent weeks. In this blog, Jamie Clark explains why liquidity should matter to investors and how the Macro team have approached this risk in their portfolios. Read more
Chris Foster

Will a cashless society pay off?

Debate continues to rage about the diminishing role of cash in society and whether this risks leaving swathes of the population behind. Chris Foster says the shift to digital payment brings net positives overall, highlighting the potential reduction in tax evasion and exposing the shadow economy. Read more
David Roberts

Central banks exacerbate extraordinary bond markets

Following another round of vacillating central bank meetings last week, David Roberts asks whether officials are managing monetary policy to support the economy or simply to boost the value of financial assets. Read more

Liontrust Macro UK Growth Fund

May 2019 review

European election results see echoes of Brexit effect for the pound. Read more

Liontrust Macro Equity Income Fund

May 2019 review

European election results see echoes of Brexit effect for the pound. Read more

Liontrust Global Income Fund

May 2019 review

De La Rue disappoints after profit warning. Read more

Liontrust GF European Smaller Companies Fund

May 2019 review

Small Cap stocks feel brunt of market sell-off. Read more

Liontrust European Growth Fund

May 2019 review

Fund’s growth bias unhelpful as investors rotate into defensive sectors. Read more

Liontrust European Income Fund

May 2019 review

Geopolitical events drive investors to safe havens. Read more

Liontrust European Enhanced Income Fund

May 2019 review

Geopolitical events drive investors to safe havens. Read more

Liontrust Strategic Bond Fund

May 2019 review

Appetite for government bonds rise as markets suffer from a tariff tantrum. Read more

Liontrust GF Strategic Bond Fund

May 2019 review

Appetite for government bonds rise as markets suffer from a tariff tantrum. Read more

Liontrust UK Smaller Companies Fund

May 2019 review

Positive company newsflow helps Fund buck market decline. Read more

Liontrust UK Micro Cap Fund May 2019 review

Fund participates in essensys IPO. Read more
Donald Phillips

Measuring success in high yield

With the GF High Yield Bond Fund passing its first year anniversary, co-manager Donald Phillips explains why measuring performance against traditional indices has limitations and why the Fund is pursuing a no-junk, anti-thematic approach. Read more

Liontrust UK Growth Fund

May 2019 review

Engineers Renishaw and Wood Group weigh on Fund returns. Read more