Month

Year

Posts:

Fund manager

Funds:

Liontrust GF SF Pan-European Growth Fund

Q1 2019 review

Banking exposure key as several names contribute to returns over Q1. Read more

Liontrust SF Managed Fund

Q1 2019 review

Fund added money back into equities and credit over Q1. Read more

Liontrust SF Global Growth Fund

Q1 2019 review

Equities bounce back strongly over the period as markets climb proverbial “wall of worry”. Read more

Liontrust SF European Growth Fund

Q1 2019 review

Top contributors over a solid quarter included Roche, Fresenius and Siemens Gamesa. Read more

Liontrust GF SF European Corporate Bond Fund

Q1 2019 review

Sector allocation in core areas of banks, insurance and telecoms positive over Q1 as asset classes rallies. Read more

Liontrust SF Cautious Managed Fund

Q1 2019 review

Markets bounced in Q1 as risk of policy error and trade war abate. Read more

Liontrust SF Defensive Managed Fund

Q1 2019 review

Top performers over solid first quarter include Cadence Design, SS&C and IQVIA. Read more

Liontrust SF Corporate Bond Fund

Q1 2019 review

Credit and government bonds enjoy strong Q1 on back of dovish central banks. Read more

Liontrust SF Absolute Growth Fund

Q1 2019 review

Managers cut cash from 15% to 4% over the quarter, citing overly negative consensus on Brexit and trade. Read more

Liontrust Monthly Income Bond Fund

Q1 2019 review

Fund took advantage of new issuance at attractive valuations over quarter. Read more

Liontrust European Enhanced Income Fund

March 2019 review

Global bond yields dip on Federal Reserve U-turn, presenting headwind to Fund’s financial stocks; covered call overlay tactically paused. Read more

Liontrust European Income Fund

March 2019 review

Global bond yields dip on Federal Reserve U-turn, presenting headwind to Fund’s financial stocks. Read more

Liontrust GF UK Growth Fund

March 2019 review

Large-cap names feature prominently among risers as FTSE 100 significantly outstrips FTSE 250 return. Read more

Where next for interest rates in the US, Europe and UK?

Olly Russ, Phil Milburn, David Roberts, Jamie Clark and Stuart Steven

With the direction of interest rates looking very much up in the air, we asked some of our fund managers what we should expect from US, European and UK central banks this year. Read more

Liontrust European Growth Fund

March 2019 review

Defensive led rally maintains European equities’ run of gains. Read more

Liontrust Global Income Fund

March 2019 review

Managers remain underweight expensive US equities. Read more

Liontrust GF European Smaller Companies Fund

March 2019 review

Defensive led rally maintains European equities’ run of gains. Read more

Liontrust UK Smaller Companies Fund

March 2019 review

Netcall, Medica and SimplyBiz gains outweigh Proactis disappointment. Read more

Liontrust UK Micro Cap Fund

March 2019 review

Netcall, Medica and SimplyBiz gains outweigh Proactis disappointment; new position initiated in Diaceutics. Read more

Liontrust UK Growth Fund

March 2019 review

Large-cap names feature prominently among risers as FTSE 100 significantly outstrips FTSE 250 return. Read more

Liontrust Special Situations Fund

March 2019 review

Topping up into weakness as Renishaw shares drop on end-market cyclicality. Read more

Liontrust GF Special Situations Fund

March 2019 review

Topping up into weakness as Renishaw shares drop on end-market cyclicality. Read more

Liontrust Asia Income Fund

Q1 2019 review

Biggest portfolio positives came from Taiwan, including Taiwan Cement and technology stocks Wistron, Lotes and Taiwan Semiconductor Manufacturing Company. Read more

Liontrust GF Asia Income Fund

Q1 2019 review

Biggest portfolio positives came from Taiwan, including Taiwan Cement and technology stocks Wistron, Lotes and Taiwan Semiconductor Manufacturing Company. Read more

Liontrust GF European Strategic Equity Fund

March 2019 review

Long and short book contribute to returns as market continues year-to-date strength. Read more

Liontrust Macro UK Growth Fund

March 2019 review

Market and portfolio dynamics driven by trajectory of global interest rates and the convolutions of Brexit. Read more

Liontrust Macro Equity Income Fund

March 2019 review

Market and portfolio dynamics driven by trajectory of global interest rates and the convolutions of Brexit. Read more

Eight investment lessons from Game of Thrones

David Roberts, Simon Clements, Matt Tonge, John Husselbee, Carolyn Chan, Jamie Clark, James Inglis-Jones and Olly Russ

Millions of people will be gripped by the battle for the Iron Throne in the final season of Game of Thrones. As the fantasy saga enters its final phase, Liontrust fund managers highlight eight investment lessons from key characters in Westeros. Read more
Shashank Savla

The world’s largest democratic exercise - what it means for investors

As 600 million people go to the polls in the largest democratic exercise ever undertaken, Shashank Savla looks at the impact of Indian elections for investors in Asia. Read more
Jamie Clark

Three reasons why UK rates are still heading higher

Markets are only pricing in a one-in-five chance of a UK interest rate rise in the next year. Jamie Clark explains why he still expects rate hikes. Read more
Donald Phillips

Looking through a zombie apocalypse

With growing focus on the so-called ‘zombie’ end of the high yield market, kept alive by years of loose monetary policy, Donald Phillips considers the impact on the sector – and the opportunity – if these walking dead were wiped out. Read more

The Multi-Asset Process

March 2019 Market Review

Cracks appear in Fed’s flexible friend persona. Read more

Liontrust Strategic Bond Fund

March 2019 review

Managing the Fund to cope with the madness of market pricing. Read more

Liontrust GF Strategic Bond Fund

March 2019 review

Managing the Fund to cope with the madness of market pricing. Read more

Liontrust GF Absolute Return Bond Fund

Q1 2019 review

Credit selection strong with largest contributions from Rabobank, Reynolds and JP Morgan floating rate notes. Read more

Liontrust GF High Yield Bond Fund

Q1 2019 review

Global high yield market produces third best Q1 on record. Read more
Olly Russ

The winners and losers from 20 years of the euro

Long read: The euro reaching the age of 20 has slipped under the radar amid the ongoing Brexit saga. Olly Russ analyses whether the single currency has been a success or if the Cassandra voices warning of trouble ahead were right after all, and he looks at which countries have been the winners and losers from the euro. Read more
David Roberts

Ten trades to put a spring in your step

Ahead of the first anniversary of the Liontrust Strategic Bond and GF Strategic Bond Funds, David Roberts outlines 10 trades where he sees opportunities for investors over the coming months. Read more
Jamie Clark

How ‘Brexit discount’ has created a margin of safety in shares of UK banks

Since the EU referendum, domestically focused UK shares have underperformed more international businesses by around 30%. Jamie Clark explains why this ‘Brexit discount’ has created an opportunity in UK banks. Read more
Carolyn Chan

Staying overweight Thailand despite electoral chaos

Thailand has been hit by political turmoil in the country’s first national elections since a military coup in 2014. But Carolyn Chan explains why the Liontrust Asian Income Fund is sticking to its overweight exposure of 8.8% and remains confident about domestic growth. Read more
Mike Appleby

Aligning our funds with the UN Sustainable Development Goals

The UN’s Sustainable Development Goals (SDGs) are a comprehensive way of thinking about and reporting on sustainable investing. Mike Appleby explains how the Liontrust Sustainable Investment team aligns its themes with the SDGs and the impact of doing so. Read more
Phil Milburn

This is what it sounds like when doves coo

Having warned of ‘screaming markets’ under over-zealous Fed tightening, Phil Milburn analyses the friendlier noises emanating from the newly dovish central bank and the opportunities in such an environment. Read more
David Roberts

Fed entering the danger zone

With further dovish noises from the Federal Reserve, David Roberts considers the possible consequences of kicking the policy normalisation can down the road. Read more
Mark Williams

Why are Chinese stockmarkets this year’s top risers?

Why are Chinese stockmarkets this year's top risers? Mark Williams takes a look at what has driven China’s standout performance. Read more

Liontrust Global Income Fund

February 2019 review

Poor returns from telecoms and real estate stocks hold back Fund’s participation in market rise. Read more

Liontrust European Growth Fund

February 2019 review

Good financial reports from Mediobanca, Dassault Aviation and Simcorp offset weaker returns in materials sector. Read more

Liontrust Asia Income Fund

February 2019 portfolio changes

Weichai Power – China’s top diesel engine marker – added to the portfolio Read more

Liontrust GF Asia Income Fund

February 2019 portfolio changes

Weichai Power – China’s top diesel engine marker – added to the portfolio Read more
John Husselbee

Husselbee on Axa UK Select Opportunities

With long-term Axa UK Select Opportunities manager Nigel Thomas retiring this month, John Husselbee explains why he is keeping the fund in his portfolios. Read more

Liontrust Macro Equity Income Fund

February 2019 review

Bank holdings in the Rising Rates theme rise on robust earnings. Read more