Trade Wars – may the force be with you Mark Williams Donald Trump’s latest tariff delay confirms that trade tariffs can punish US consumers as much as Chinese manufacturers. Mark Williams explains how the Trade Wars have created opportunities to invest in Asian companies with pricing power that can pass tariffs on to buyers. Read more Credit remains attractive despite bumpy Brexit ride Stuart Steven Stuart Steven looks through current macro risks and sees a solid longer term outlook for corporate bonds – although crash helmets might be required in run up to 31 October. Read more Will a cashless society pay off? Chris Foster 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 The materials challenge – from linear to circular Mike Appleby While plastic pollution continues to dominate the news agenda, Mike Appleby explains how a more nuanced look at the broader materials sector can potentially reap rewards for investors. Read more Quarterly review – stimulus wave continues in ‘bad news is good’ period Phil Milburn Long read: Waves of monetary stimulus continues over a quarter in which we returned to the days of ‘bad news is good’. Read more Liontrust Global Income Fund July 2019 review Markets rise in the run up to US interest rate cut. Read more Liontrust European Growth Fund July 2019 review Recordati and ASML Holdings are the highlights amid Q2 reporting. Read more Liontrust GF European Smaller Companies Fund July 2019 review AG Barr, Eramet and Moneysupermarket weigh on Fund returns during busy reporting month. Read more Liontrust Macro UK Growth Fund July 2019 review Weak pound a portfolio headwind as UK-facing cyclicals fall while defensive industries hold up well. Read more Liontrust Macro Equity Income Fund July 2019 review Weak pound a portfolio headwind as UK-facing cyclicals fall while defensive industries hold up well. Read more Liontrust GF European Strategic Equity Fund July 2019 review Fund lags as Federal Reserve cuts interest rates. Read more Liontrust UK Smaller Companies Fund July 2019 review Robert Walters warns of exposure to Brexit-related loss of customer confidence but overall portfolio holds up well against weak small cap backdrop – Bango, Accesso and Quixant all register large double-digit percentage gains. Read more Liontrust UK Micro Cap Fund July 2019 review Jaywing warns of falling activity levels due to macro uncertainties; Instem (+19%) and Sopheon (-25%) have opposing experiences of shift in client demand to Software-as-a-Service. Read more Liontrust Special Situations Fund July 2019 review Portfolio movements driven first-half reports; good numbers for GlobalData, Compass Group, GlaxoSmithKline and AstraZeneca offset by tentative outlook comments from PageGroup, Spectris and Sage. Read more Liontrust UK Growth Fund July 2019 review Bounce in Indivior and strong results from pharma holdings GlaxoSmithKline and AstraZeneca boost Fund, although slightly behind index for the month. Read more Liontrust GF UK Growth Fund July 2019 review Bounce in Indivior and strong results from pharma holdings GlaxoSmithKline and AstraZeneca boost Fund, although slightly behind index for the month. Read more Liontrust GF Special Situations Fund July 2019 review Portfolio movements driven first-half reports; good numbers for GlobalData, Compass Group, GlaxoSmithKline and AstraZeneca offset by tentative outlook comments from PageGroup, Spectris and Sage. Read more Liontrust GF Strategic Bond Fund July 2019 review Alpha generation from short position in Canadian bonds vs US offsets impact of portfolio’s low duration. Read more Liontrust GF Asia Income Fund July 2019 portfolio changes Position added in Merry Electronics, the Taiwanese headphones and speakers specialist. Read more Liontrust Asia Income Fund July 2019 portfolio changes Position added in Merry Electronics, the Taiwanese headphones and speakers specialist. Read more Transatlantic valuation blues Donald Phillips With central bank manipulation continuing to skew bond markets, Donald Phillips says now is an opportune time to be reducing exposure to European high yield. Read more Untangling a web of rate cuts, tariff threats and renminbi retaliation Mark Williams The most significant events of the past week in Asia for investors are not the ones that have been grabbing the headlines. Read more Liontrust Strategic Bond Fund July 2019 review Alpha generation from short position in Canadian bonds vs US offsets impact of portfolio’s low duration. Read more Eight charts showing the UK yield opportunity Jamie Clark Dividend yield is an important, but often neglected marker of value. Jamie Clark explains why now is an unprecedented moment to buy UK dividend payers. Read more The Kiwi conundrum David Roberts What does a small, flightless bird have to do with markets? Read more Increasing tailwinds behind renewables Mike Appleby With wind and solar now the UK’s cheapest forms of electricity, Mike Appleby posits renewables will be virtually impossible to compete against economically as early as 2025. Read more The Multi-Asset Process July 2019 Market Review Central bank largesse enough to balance economic scales – for now. Read more 730 billion reasons to be cheerful David Roberts Following last night’s US rate cut, David Roberts explains why he thinks US policymakers are too pessimistic and reveals that consumers actually have 730 billion reasons to be cheerful”. Read more Sterling hits new lows - so why is everyone rushing to buy gilts? David Roberts As no-deal Brexit concerns push sterling down to fresh lows, David Roberts questions the logic behind the simultaneous rally in UK government bonds. Read more A climate of positive change? Mike Appleby The environmental damage of climate change is the most prominent consequence of the world’s consumption fuelling the unsustainable exploitation of resources. Mike Appleby highlights the other serious impacts of this unsustainable exploitation and the investment opportunities from seeking to tackle these issues. Read more Liontrust SF Corporate Bond Fund Q2 2019 review Bonds post another solid quarter as banks prolong economic cycle. Read more Liontrust GF SF European Corporate Bond Fund Q2 2019 review Managers up duration short to Germany as yields hit all-time lows. Read more Liontrust Monthly Income Bond Fund Q2 2019 review Managers reduce UK duration short amid heightened political uncertainty. Read more Liontrust UK Ethical Fund Q2 2019 review Kingspan, London Stock Exchange and Softcat feature in strongest performers. Read more Liontrust SF UK Growth Fund Q2 2019 review Kingspan, Abcam and Learning Technologies Group among top contributors to returns. Read more Liontrust SF European Growth Fund Q2 2019 review Cellnex, Banca Generali and SAP among top contributors in second quarter. Read more Article title goes here Read more Liontrust SF Cautious Managed Fund Q2 2019 review Structural dynamics, such as the shift to a digital economy and the need to improve efficiency, continue to drive earnings. Read more 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 Thinking inside the box Phil Milburn 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