Liontrust Special Situations Fund April 2019 review Holdings in Industrials sector, including RWS and PageGroup, drive Fund higher. Read more Liontrust UK Growth Fund April 2019 review Strong showing from engineers and support services stocks more than offsets Indivior’s tumble. Read more Liontrust GF UK Growth Fund April 2019 review Strong showing from engineers and support services stocks more than offsets Indivior’s tumble. Read more Liontrust GF Special Situations Fund April 2019 review Holdings in Industrials sector, including RWS and PageGroup, drive Fund higher. Read more Liontrust Global Income Fund April 2019 review Defensive stock picks limit Fund gains. Read more Liontrust European Growth Fund April 2019 review Cyclical sectors rally as European equities post fourth consecutive month of gains. Read more Liontrust European Income Fund April 2019 review Large exposure to financials a positive as European cyclicals rally; asset manager Amundi the highlight. Read more Liontrust European Enhanced Income Fund April 2019 review Large exposure to financials a positive as European cyclicals rally; asset manager Amundi the highlight. Read more Liontrust GF European Smaller Companies Fund April 2019 review Cyclical sectors rally as European equities post fourth consecutive month of gains. Read more Liontrust GF European Strategic Equity Fund April 2019 review Short book performance holds back Fund as equity markets continue rally. Read more Liontrust Strategic Bond Fund April 2019 review Zero emerging market exposure and positive selection adds value. Read more Liontrust GF Strategic Bond Fund April 2019 review Zero emerging market exposure and positive selection adds value. Read more Why we’ve raised our net exposure James Inglis-Jones The Liontrust GF European Strategic Equity Fund has almost doubled its market exposure from 35% to 67%. James Inglis-Jones and Samantha Gleave explain what has driven this change. Read more The Multi-Asset Process April 2019 Market Review Markets continue to scamper up wall of worry amid quiet April. Read more Has the Fed taken away the punchbowl? David Roberts Following interest rates being kept on hold last night, markets reacted strongly to the Chair of the Federal Reserve, Jerome Powell, reiterating his view that the next move will be data dependent and they could go up or down. David Roberts looks at whether this changes anything for markets and investors. Read more Investing towards a net zero emissions world Mike Appleby The government’s official advisers, the Committee on Climate Change (CCC), have recommended this morning that the UK’s greenhouse gas emissions should fall to net zero by 2050. Mike Appleby explains the implications for investors, how the Sustainable Investment team’s portfolios are invested in ingenious, efficient businesses whose profits grow in line with demand for their solutions for greenhouse gases and how investing in this way can help the move to a healthier and cleaner world. 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 Liontrust UK Ethical Fund Q1 2019 review Top performers in a solid quarter included familiar names such as Softcat and Worldpay. Read more Liontrust SF UK Growth Fund Q1 2019 review Top contributors over a much healthier quarter included GQ Pharmaceuticals, Softcat and Worldpay, all recovering from a tough Q4. Read more 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 The world’s largest democratic exercise - what it means for investors Shashank Savla 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 Three reasons why UK rates are still heading higher Jamie Clark 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 Looking through a zombie apocalypse Donald Phillips 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