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Fund manager

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Mark Williams

Trade Wars – may the force be with you

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
Stuart Steven

Credit remains attractive despite bumpy Brexit ride

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
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
Mike Appleby

The materials challenge – from linear to circular

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
Phil Milburn

Quarterly review – stimulus wave continues in ‘bad news is good’ period

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
Donald Phillips

Transatlantic valuation blues

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
Mark Williams

Untangling a web of rate cuts, tariff threats and renminbi retaliation

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
Jamie Clark

Eight charts showing the UK yield opportunity

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
David Roberts

The Kiwi conundrum

What does a small, flightless bird have to do with markets? Read more
Mike Appleby

Increasing tailwinds behind renewables

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
David Roberts

730 billion reasons to be cheerful

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
David Roberts

Sterling hits new lows - so why is everyone rushing to buy gilts?

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
Mike Appleby

A climate of positive change?

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

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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
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