Liontrust UK Smaller Companies Fund February 2019 review Poor Proactis and Accesso news offset by strong updates by other portfolio holdings. Read more Liontrust UK Growth Fund February 2019 review Fourth quarter updates from AstraZeneca and Weir Group help drive Fund gains. Read more Liontrust UK Micro Cap Fund February 2019 review Fund adds secure payment product provider Eckoh to the portfolio. Read more The Multi-Asset Process February 2019 Market Review Progress on trade and flexible Fed lifts markets in February. Read more Victoria Stevens reflects on three years co-managing Liontrust UK Micro Cap Victoria Stevens As the Liontrust UK Micro Cap Fund hits its 3 Year Anniversary - and on International Women’s Day - co-manager Victoria Stevens reflects on her first three years running investments. Read more Liontrust GF European Strategic Equity Fund February 2019 review Evraz and Reliance Steel & Aluminium lead long book as 2018 results boosted by favourable conditions. Read more Liontrust GF Strategic Bond Fund February 2019 review Calm returns to markets, but are investor underestimating chances of interest rate increases? Read more Liontrust Strategic Bond Fund February 2019 review Calm returns to markets, but are investor underestimating chances of interest rate increases? Read more Dunn’s Law – more fuel for the active/passive fire? John Husselbee John Husselbee runs the rule over Dunn’s Law, a theory out of the US increasingly used to stoke the active/passive debate. Read more Liontrust Special Situations Fund January 2019 review Savills and Smart Metering Systems stand out as stocks recover from Q4 weakness. Read more Liontrust UK Smaller Companies Fund January 2019 review Gately Holdings largest contributor in strong month for small caps. Read more Liontrust UK Micro Cap Fund January 2019 review Micro cap growth stocks recover from Q4 de-rating; Solid State top riser after raising forecasts. Read more Liontrust UK Growth Fund January 2019 review Savills and Brooks Macdonald results provide highlights in newsflow-heavy month. Read more Liontrust GF Special Situations Fund January 2019 review Savills and Smart Metering Systems stand out as stocks recover from Q4 weakness. Read more Thoughts on a no deal Brexit John Husselbee John Husselbee, Head of Multi-Asset at Liontrust, has been asked by many clients recently what changes he and Paul Kim will make to their portfolios in the event of a no-deal Brexit. Click here to read what they are telling clients as the clock ticks down towards 11pm on 29 March. Read more Liontrust GF European Smaller Companies Fund January 2019 review Auto sector rebounds amid US-China trade optimism. Read more Liontrust Global Income Fund January 2019 review Fund participates in global equity rebound. Read more Liontrust European Growth Fund January 2019 review Consumer discretionary stocks help Fund outperform. Read more Liontrust’s long-term relationships Matt Tonge, Mike Appleby, Olly Russ, Carolyn Chan, Stephen Bailey & Samantha Gleave Ahead of Valentine’s Day, our fund managers discuss the long-term relationships they’ve had with companies they invest in and why, even after years together, they still find them attractive. Read more Fallen angel risk – not all BBB bonds are created equal Jack Willis Recent comments from Big Short guru Steve Eisman about growing risk in the BBB bond space have understandably raised concerns. Jack Willis argues that the increasing size and scope of this sector precludes sweeping judgements and explains how an active approach can sidestep the higher-risk segments. 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 Liontrust GF European Strategic Equity Fund January 2019 review Long book rallies as market rebounds from Q4 losses. Read more 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 Reconciling eurozone inflation and a German budget surplus David Roberts David Roberts suggests European Central Bank policy to keep interest rates at emergency levels – despite stable inflation – continues to distort markets. 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 Are we nearly there yet? Phil Milburn 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 How to avoid FOMO investing John Husselbee With fear of missing out tendencies driving investor behaviour over recent years, John Husselbee stresses the importance of ignoring market noise. 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 Where is the emergency? David Roberts 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