Month

Year

Posts:

Fund manager

Funds:

Liontrust GF Strategic Bond Fund

January 2019 review

Investment grade exposure was increased early-month before gains were then locked-in after spreads tightened significantly. Read more

Liontrust Strategic Bond Fund

January 2019 review

Investment grade exposure was increased early-month before gains were then locked-in after spreads tightened significantly. Read more

The Multi-Asset Process

January 2019 Market Review

Three Rs to determine story of 2019: rates, recession and resolution. Read more
David Roberts

Reconciling eurozone inflation and a German budget surplus

David Roberts suggests European Central Bank policy to keep interest rates at emergency levels – despite stable inflation – continues to distort markets. Read more
Stephen Bailey

A Scarce Resource update in three charts

Stephen Bailey explains why a mining industry focused on value rather than volume is good news for shareholders. Read more
Mark Williams

Will these five stocks hog the limelight in the Year of the Pig?

新年快乐. It’s the Year of the Pig and Mark Williams from the Liontrust Asia Income team discusses five Chinese stocks for the year ahead. Read more

Liontrust UK Ethical Fund

Q4 2018 review

Top performers in challenging quarter included John Laing Group and Renewables Infrastructure Group, which both have low correlation to equities. Read more

Liontrust SF UK Growth Fund

Q4 2018 review

Top performers over tough quarter included BTG, which was acquired by Boston Scientific at a 37% premium. Read more

Liontrust GF SF Pan-European Growth Fund

Q4 2018 review

Stocks covered include Roche, Fresenius, Abcam and Smurfit Kappa. Read more

Liontrust SF Managed Fund

Q4 2018 review

Fund remains neutrally weighted on equities and overweight corporate bonds. Read more

Liontrust SF Global Growth Fund

Q4 2018 review

During challenging period, stronger holdings included American Tower, Roche and Eli Lilly. Read more

Liontrust GF SF European Corporate Bond Fund

Q4 2018 review

Bund allocation helps offset tough quarter for core overweights in credit. Read more

Liontrust SF Defensive Managed Fund

Q4 2018 review

Stocks covered include Alexion, Prudential and Hella. Read more

Liontrust SF Corporate Bond Fund

Q4 2018 review

Fund takes short-term defensive gilt position ahead of Brexit activity in January. Read more

Liontrust SF Absolute Growth Fund

Q4 2018 review

Fund upped cash to 15% in December, expecting tougher period for equities. Read more

Liontrust Monthly Income Bond Fund

Q4 2018 review

Fund continues to repatriate US dollar holdings into sterling or euro equivalents. Read more

Liontrust SF European Growth Fund

Q4 2018 review

Top performers in a challenging quarter included Roche, Puma and RELX. Read more

Liontrust SF Cautious Managed Fund

Q4 2018 review

Pharma exposure key over quarter, with Roche and Eli Lilly among best performers and Alexion struggling. Read more
Phil Milburn

Are we nearly there yet?

Bond market reaction to yesterday’s dovish Fed comments suggests this new policy stance is wrong given current data. Wages are rising, inflation near target; Phil Milburn discusses how this is not the time to stop tightening and increases the risk of sharp correction. Read more
John Husselbee

How to avoid FOMO investing

With fear of missing out tendencies driving investor behaviour over recent years, John Husselbee stresses the importance of ignoring market noise. Read more

Liontrust European Income Fund

December 2018 review

Investors continue to flock to defensive sectors amid market sell-off. Read more

Liontrust European Enhanced Income Fund

December 2018 review

Investors continue to flock to defensive sectors amid market sell-off. Read more

Liontrust Global Income Fund

December 2018 review

Miners offer some relief during market rout. Read more

Liontrust European Growth Fund

December 2018 review

Oil holdings among heaviest hit in December sell-off. Read more
David Roberts

Where is the emergency?

Following yesterday’s ECB meeting, David Roberts questions why emergency policy rates are needed when Super Mario has our back. Read more

Liontrust Asia Income Fund

Q4 2018 review

The decision to increase exposure to exporters in Q3 boosted the Fund this quarter, with Taiwanese holdings a particular highlight. Read more

Liontrust GF European Smaller Companies Fund

December 2018 review

Oil holdings among heaviest hit in December sell-off. Read more

Liontrust UK Growth Fund

December 2018 review

Fund caught up in market sell-off as ongoing macro uncertainties weigh on investor sentiment. Read more

Liontrust UK Smaller Companies Fund

December 2018 review

Stocks with ambitious growth profiles hit hardest during market sell-off. Read more

Liontrust Special Situations Fund

December 2018 review

Fund caught up in market sell-off as ongoing macro uncertainties weigh on investor sentiment. Read more

Liontrust GF Special Situations Fund

December 2018 review

Fund caught up in market sell-off as ongoing macro uncertainties weigh on investor sentiment. Read more

Liontrust UK Micro Cap Fund

December 2018 review

Stocks with ambitious growth profiles hit hardest during market sell-off. Read more

Liontrust GF Absolute Return Bond Fund

Q4 2018 review

Alpha sources cancel each other out (allocation positive, selection negative, rates flat); carry component make positive contribution. Read more

Liontrust Strategic Bond Fund

December 2018 review

Duration reduced as flight-to-quality stretches government bond valuations; high yield credit still looks attractive. Read more

Liontrust GF Strategic Bond Fund

December 2018 review

Duration reduced as flight-to-quality stretches government bond valuations; high yield credit still looks attractive. Read more

Liontrust GF High Yield Bond Fund

Q4 2018 review

After a difficult 2018, the global high yield market now offers attractive valuations; the Fund has been adding risk. Read more

Liontrust Macro Equity Income Fund

December 2018 review

Easing in Sino-US trade tensions boosts mining constituents of ‘Scare Resource’ theme. Read more

Liontrust Macro UK Growth Fund

December 2018 review

Easing in Sino-US trade tensions boosts mining constituents of ‘Scare Resource’ theme. Read more

The Multi-Asset Process

December 2018 Market Review

Markets end year on naughty list as Santa rally fails to materialise. Read more

Liontrust GF European Strategic Equity Fund

December 2018 review

Short book outperformance helps Fund avoid market rout. Read more

Liontrust’s Seven New Year Opportunities

Mike Appleby, David Roberts, Olly Russ, Mark Williams, Jamie Clark, John Husselbee & Victoria Stevens

Market turbulence kept investors on their toes at the end of 2018. Amid all the uncertainty, see what opportunities Liontrust fund managers are finding in 2019. Read more
Jamie Clark

Five key Macro Themes for 2019

'Rising Rates' and 'Ageing Population' are two of the Liontrust Macro Thematic team’s key themes for 2019. Find out what other top-down factors are driving the team’s portfolio positioning heading into next year. Read more

Liontrust European Enhanced Income Fund

November 2018 review

Fund benefits from markets’ defensive bias. Read more

Liontrust European Income Fund

November 2018 review

Fund benefits from markets’ defensive bias. Read more
Shashank Savla

Indian state election results increase populist tendencies

The recent state election in India left the ruling Bharatiya Janata Party weakened ahead of national elections next year. Shashank Savla looks at what the road ahead looks like for fiscal and monetary policy and what this means for India’s investment case. Read more

Liontrust UK Micro Cap Fund

November 2018 review

Fund holding Bioquell agrees takeover offer by Ecolab. Read more

Liontrust UK Smaller Companies Fund

November 2018 review

Fund holding Bioquell agrees takeover offer by Ecolab. Read more

Liontrust UK Growth Fund

November 2018 review

Falling oil prices extend market weakness. Read more

Liontrust GF Special Situations Fund

November 2018 review

Healthcare exposure helps Fund avoid market gloom. Read more

Liontrust Special Situations Fund

November 2018 review

Healthcare exposure helps Fund avoid market gloom. Read more