Month

Year

Posts:

Fund manager

Funds:

Liontrust GF European Strategic Equity Fund

June 2018 review

Investors flee to defensive sectors as trade tensions escalate. Read more

Liontrust Global Income Fund

June 2018 review

Fund lags following rise in dollar. Read more

Liontrust European Growth Fund

June 2018 review

Investors flee to defensive sectors as trade tensions escalate. Read more

Liontrust UK Smaller Companies Fund

June 2018 review

Video gaming specialist Sumo Group among top contributors in June. Read more

Liontrust UK Micro Cap Fund

June 2018 review

Fund invests in Mind Gym, a behavioural science training provider. Read more

Liontrust UK Growth Fund

June 2018 review

RWS Holdings and Indivior bookend portfolio’s monthly movers. Read more

Liontrust GF Special Situations Fund

June 2018 review

RWS Holdings’ interim results drive share price recovery. Read more

Liontrust Special Situations Fund

June 2018 review

RWS Holdings’ interim results drive share price recovery. Read more

Liontrust Macro UK Growth Fund

June 2018 review

New holding, Sabre, makes gains but portfolio’s value tilt leaves it exposed to trade war worries. Read more

Liontrust Macro Equity Income Fund

June 2018 review

New holding, Sabre, makes gains but portfolio’s value tilt leaves it exposed to trade war worries. Read more
David Roberts

Trade, Italy and QE unwind will remain key in second half of 2018

After a tough first half for most asset classes (apart from US tech stocks and oil), David Roberts looks at prospects for the rest of 2018. Read more
Simon Clements

The Cobot revolution

Rising interest in robotics has understandably led to concerns about how this innovation might affect the workforce. Simon Clements makes the case for the small but fast-growing collaborative robot space, which work alongside people rather than replacing them while also improving efficiency and safety. Read more

Liontrust GF High Yield Bond Fund

Launch to end-June review

Portfolio constructed with quality bias – avoiding cyclicality unless the company is strong from a bottom-up perspective – and a preference for dollar-denominated bonds. Read more

Liontrust GF Strategic Bond Fund

June 2018 review

Short position in emerging market hard currency halved after sell-off; long exposure to European high yield increased. Read more

Liontrust Strategic Bond Fund

June 2018 review

Two new credit selections added: a Bayer floating rate note and a Volkswagen hybrid bond. Read more

The Multi-Asset Process

June 2018 market review

Despite the feelgood factor from football and warm weather, escalating concerns about a global trade war have continued to weigh on markets. John Husselbee outlines his recent portfolio activity amid see-sawing markets. Read more

Why flexibility is key in current bond markets

Stuart Steven & Aitken Ross

With interest rates rising and bonds facing a more challenging environment, Stuart Steven and Aitken Ross outline how a flexible fund mandate will be key – especially with short-dated bonds looking unappealing. Read more
Olly Russ

Italy – don’t mistake a negotiating tactic for a genuine attempt to leave the euro

Long read: Olly Russ analyses how Italy’s EU negotiating tactics have opened up an investment opportunity. Read more
James Inglis-Jones

Fragile market outlook no obstacle to investment conviction

The Cashflow Solution team has recently completed its annual forensic analysis of European companies’ reports and accounts, identifying ‘fragile market conditions’. With the European Central Bank recently announcing a withdrawal of its bond-buying stimulus later this year, this may seem a concerning state of affairs, but James explains why an uncertain backdrop isn’t necessarily a hindrance. Read more
David Roberts

How to make money from bonds in a falling market

With government bonds expensive against long-run averages and policy moving back towards ‘old normal’ territory, investors are understandably asking how to make money from bonds. David Roberts outlines his current strategy. Read more
David Roberts

Mario – super once more?

Still dovish, or sharp talons and a clawed beak? David Roberts runs the rule over last week’s ECB announcement, including what he sees as a mistaken promise not to hike interest rates until late next year (at the earliest). Read more

Liontrust GF Strategic Bond Fund

May 2018 review

Market volatility creates opportunity to open new positions. Read more

Liontrust European Enhanced Income Fund

May 2018 review

Political uncertainty in Italy weighs on Fund. Read more

Liontrust European Income Fund

May 2018 review

Political uncertainty in Italy weighs on Fund. Read more

Liontrust UK Smaller Companies Fund

May 2018 review

Team17 Group added to Fund’s video gaming sector plays. Read more

Liontrust UK Micro Cap Fund

May 2018 review

Recent Fund additions feature among strongest performers. Read more

Liontrust UK Growth Fund

May 2018 review

Oil stocks gain while Fund avoids banks and telecoms weakness. Read more

Liontrust GF Special Situations Fund

May 2018 review

Wood Group and PayPoint notable among the top contributors. Read more

Liontrust Special Situations Fund

May 2018 review

Wood Group and PayPoint notable among the top contributors. Read more
John Husselbee

The beautiful game - tactics for successful fund management

With the World Cup kicking off in Russia tomorrow, John Husselbee reveals several insights the beautiful game can offer the world of investing. Read more

The Multi-Asset Process

May 2018 market review

Trade concerns and Italian politics take gloss off stronger May. Read more

Liontrust GF Asia Income Fund

May 2018 portfolio changes

Indonesian miner added for exposure to coal price recovery. Read more

Liontrust Asia Income Fund

May 2018 portfolio changes

Indonesian miner added for exposure to coal price recovery. Read more

Liontrust European Growth Fund

May 2018 review

Oil stocks make large positive contribution. Read more

Liontrust Global Income Fund

May 2018 review

Dollar strength a headwind given low US exposure. Read more

Liontrust GF European Smaller Companies Fund

May 2018 review

SimCorp rises on solid Q1 numbers. Read more

Liontrust Macro UK Growth Fund

May 2018 review

Weakness in life insurance shares weighs on Fund but conviction in Rising Rates theme remains high. Read more

Liontrust Macro Equity Income Fund

May 2018 review

Weakness in life insurance shares weighs on Fund but conviction in Rising Rates theme remains high. Read more
Shashank Savla

More Indian rate rises likely after first since 2014

Shashank Savla, fund manager in the Asia team, looks at the reasons behind this week’s Indian rate rise and explains why the team holds a cautious view on Indian equities. Read more

Liontrust GF European Strategic Equity Fund

May 2018 review

Long book gains come against flat market backdrop. Read more

Liontrust Strategic Bond Fund

Launch to 31 May 2018 review

The Liontrust Strategic Bond Fund is now fully populated with investment ideas; it has underlying duration of 2.9 years, a beta of 0.6-0.7 against the market. Read more

Calling for a food and drink revolution

Neil Brown

Neil Brown on the revolution needed in food and drink, with less than a third of products considered ‘healthy’. Read more
David Roberts

Where next for Italian bonds?

David Roberts considers the prospects for Italian bonds over the next few months: will the ECB step in – and potentially help the Eurosceptics looking to form a government – at a 2.5% yield? Read more
Harriet Parker

Navigating GDPR – threats and opportunities

With the 25 May GDPR deadline fast approaching, Harriet Parker looks at the potential impact of this regulation and the companies best placed to benefit by enhancing digital security. Read more

Liontrust European Income Fund

April 2018 review

First quarter earnings in focus while easing trade tensions lift market. Read more

Liontrust European Enhanced Income Fund

April 2018 review

First quarter earnings in focus while easing trade tensions lift market. Read more

Liontrust UK Smaller Companies Fund

April 2018 review

Videogaming stocks a portfolio highlight in April. Read more

Liontrust UK Micro Cap Fund

April 2018 review

Recent additions among the strongest risers. Read more

Liontrust UK Growth Fund

April 2018 review

Rebounding AA stands out in sea of green. Read more

Liontrust GF Special Situations Fund

April 2018 review

Rebounding AA stands out in sea of green. Read more