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 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 European Strategic Equity Fund March 2019 review Long and short book contribute to returns as market continues year-to-date strength. 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 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 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 Ten trades to put a spring in your step David Roberts 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 Aligning our funds with the UN Sustainable Development Goals Mike Appleby 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 This is what it sounds like when doves coo Phil Milburn 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 Fed entering the danger zone David Roberts 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 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 Husselbee on Axa UK Select Opportunities John Husselbee 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 GF European Smaller Companies Fund February 2019 review Good financial reports from Moneysupermarket.com and Simcorp offset weaker returns in materials sector. Read more Investing to reduce carbon emissions Mike Appleby How we generate and consume energy is undergoing huge change but the science is telling us to act ever faster to reduce greenhouse gas emissions. Mike Appleby explains how our Sustainable funds are emitting less carbon than the markets in which they invest and the potential benefits for investors. Read more Liontrust GF Special Situations Fund February 2019 review Fourth quarter updates from AstraZeneca and Weir Group help drive Fund gains. Read more Liontrust Special Situations Fund February 2019 review Fourth quarter updates from AstraZeneca and Weir Group help drive Fund gains. Read more