What to expect from bonds in 2019 David Roberts There have been few safe havens in bonds in 2018. In a long read, David Roberts reviews 2018 and discusses prospects and opportunities for bond markets next year. Read more Liontrust Macro Equity Income Fund November 2018 review Vodafone’s resurgence boosts Fund against tough market backdrop. Read more Liontrust Macro UK Growth Fund November 2018 review Declines in paper & packaging stocks offset share price resurgence for Vodafone. Read more The Multi-Asset Process November 2018 Market Review Trade thaw and Fed calm markets after Red October. Read more Liontrust GF European Smaller Companies Fund November 2018 review High exposure to weak materials and energy sectors a negative in falling small-cap market. Read more Liontrust European Growth Fund November 2018 review Energy sector sell-off and rotation away from cyclicals present headwinds. Read more Liontrust Global Income Fund November 2018 review New Zealand stocks stand out, but low position to US holds back gains. Read more Liontrust GF Asia Income Fund November 2018 portfolio changes Australian financial AMP sold on deterioration in earnings visibility. Read more Liontrust Asia Income Fund November 2018 portfolio changes Australian financial AMP sold on deterioration in earnings visibility. Read more Liontrust Strategic Bond Fund November 2018 review Duration managed intra-month to target alpha; high yield weighting tripled. Read more Liontrust GF Strategic Bond Fund November 2018 review Duration managed intra-month to target alpha; high yield weighting tripled. Read more Liontrust GF European Strategic Equity Fund November 2018 review Energy sector weakness and rotation away from cyclicals hurts long book. Read more Liontrust’s traders go Christmas shopping Matt McLoughlin With the season very much upon us, Liontrust’s Head of Trading Matt McLoughlin, outlines what Christmas shopping and the day job have in common. Read more Time to plug into a utility stock Jamie Clark The Macro-Thematic team have included a utility company in their portfolios for the first time in six years. Jamie Clark reveals which stock they have selected. Read more Opportunity knocks in high yield David Roberts Why we have tripled our high yield exposure in our Strategic Bond funds. Read more Simon Clements’ letter from America Simon Clements As those across the Atlantic gear up for a day of feasting, “football” and family this Thanksgiving Thursday, Simon Clements reflects on his recent trip to the US, and the investment opportunities arising in Boston, Chicago and Milwaukee. Read more Liontrust European Enhanced Income Fund October 2018 review Volatility spikes as European market sees biggest monthly sell-off since eurozone crisis. Read more Liontrust European Income Fund October 2018 review Volatility spikes as European market sees biggest monthly sell-off since eurozone crisis. Read more Liontrust UK Smaller Companies Fund October 2018 review Sentiment rather than fundamentals drive share price falls; Fund adds to 26 positions on weakness. Read more Liontrust UK Micro Cap Fund October 2018 review Sentiment rather than fundamentals drive share price falls; Fund buys into weakness on over half its holdings and initiates one new postion. Read more Liontrust UK Growth Fund October 2018 review Fund declines in line with market as sentiment softens; share price falls not reflective of fundamental newsflow. Read more Liontrust Special Situations Fund October 2018 review Fund declines in line with market as sentiment softens; share price falls not reflective of fundamental newsflow. Read more Liontrust GF Special Situations Fund October 2018 review Fund declines in line with market as sentiment softens; share price falls not reflective of fundamental newsflow. Read more The Multi-Asset Process October 2018 Market Review In the latest Multi- Asset monthly review, John Husselbee explains what drove the downturn, the impact and what this means for investors. Read more Liontrust Global Income Fund October 2018 review Strong US dollar and cyclical tilt weighs on Fund returns. Read more Liontrust GF European Smaller Companies Fund October 2018 review Small-caps hit hardest in market rout. Read more Liontrust European Growth Fund October 2018 review Investors shun cyclical sectors amid market sell-off. Read more Liontrust Macro Equity Income Fund October 2018 review October’s market sell-off strengthens conviction in portfolio’s value tilt; exposure to keenly priced companies broadened during month. Read more Liontrust Macro UK Growth Fund October 2018 review October’s market sell-off strengthens conviction in portfolio’s value tilt; exposure to keenly priced companies broadened during month. Read more Europe acts to tackle single-use plastics Neil Brown Neil Brown highlights boost for companies tackling plastic pollution as European politicians look to ban worst single-use products. Read more Liontrust GF Strategic Bond Fund October 2018 review Market volatility used to adjust duration, buy inflation breakeven protection and increase high yield weight to 25%. Read more Liontrust Strategic Bond Fund October 2018 review Market volatility used to adjust duration, buy inflation breakeven protection and increase high yield weight to 25%. Read more Liontrust GF European Strategic Equity Fund October 2018 review Investors shun cyclical sectors amid market sell-off. Read more Using the return of volatility to boost income Olly Russ The European Central Bank is due to end its bond-buying programme next month, in what should be an inflection point for market volatility. Find out how Olly Russ is exploiting this volatility to generate extra portfolio income. Read more Trade war perceptions shift ahead of US mid-terms Mark Williams The US-China ‘trade war’ has become a defining feature of 2018. Mark Williams asks what role next week’s US mid-term elections may have played in the escalation of tensions; explains why recent falls leave markets looking oversold; and takes a look at the longer-term consequences for investing in Asia. Read more End of the beginning? Phil Milburn Does the recent volatility mean this is the end of the beginning or the beginning of the end? Phil Milburn analyses where we are in the market cycle and what this means for investors. Read more Liontrust’s Ghoulish Gallery David Roberts, Jamie Clark, Mike Appleby, Mark Williams, Olly Russ, James Inglis-Jones, Victoria Stevens & John Husselbee We have put together 8 scary investment charts for Hallowe’en. If you feel brave enough, brace yourself and enter our fund managers’ ghoulish gallery. Read more Liontrust SF European Growth Fund Q3 2018 review Another tough quarter for Europe, with trade wars and Italy prevalent. Read more Liontrust SF Corporate Bond Fund Q3 2018 review Economic data and corporate earnings trends remain supportive for credit. Read more Liontrust Monthly Income Bond Fund Q3 2018 review New issuance picked up following summer lull. Read more Liontrust UK Ethical Fund Q3 2018 review Standout event for over Q3 was the acquisition of Jardine Lloyd Thompson by Marsh & McLennan. Read more Liontrust SF UK Growth Fund Q3 2018 review Stocks highlighted include Learning Technology Group, GW Pharma and Cineworld. Read more Liontrust GF Sustainable Future Pan-European Growth Fund Q3 2018 review Stocks highlighted include DNB, 3i and Handelsbanken. Read more Liontrust GF SF European Corporate Bond Fund Q3 2018 review Dollar-denominated bonds key as this credit outperforms. Read more Liontrust SF Cautious Managed Fund Q3 2018 review Underlying business fundamentals remain strong in favoured areas. Read more Liontrust SF Defensive Managed Fund Q3 2018 review Healthcare-focused themes were key drivers over the period. Read more Liontrust SF Managed Fund Q3 2018 review Fund moves neutral in global equities and ups credit overweight. Read more Liontrust SF Global Growth Fund Q3 2018 review In a strong quarter, stocks highlighted include IQVIA and Perkin Elmer. Read more Liontrust SF Absolute Growth Fund Q3 2018 review Managers up cash weighting in face of risk building over coming year. Read more Liontrust European Enhanced Income Fund September 2018 review Covered call strategy reinitiated on 10 holdings. Read more