Liontrust Special Situations Fund April 2018 review Rebounding AA stands out in sea of green. Read more Liontrust Macro UK Growth Fund April 2018 review Large-cap bias a boon as FTSE 100 leads market higher. Read more Liontrust Macro Equity Income Fund April 2018 review Large-cap bias a boon as FTSE 100 leads market higher. Read more MSCI A Share inclusion - symbolic rather than significant Mark Williams The Chinese A Share market is one of the biggest in the world. MSCI will be including A Shares in its indices from the end of this month, but Mark Williams believes this move is symbolic rather than significant. Read more Liontrust GF Strategic Bond Fund Launch to 30 April 2018 review The Liontrust GF Strategic Bond Fund was launched on 13 April 2018 and is now fully populated with investment ideas. Read more Assessing risk/reward in Argentina and Italy David Roberts David Roberts assesses risk versus reward in Argentina as it calls in the IMF, and Italy, where a summer election looks increasingly likely. Read more Liontrust European Growth Fund April 2018 review Holdings in energy sector boost performance as oil price hits $75 a barrel. Read more Liontrust Global Income Fund April 2018 review Outperformance versus MSCI World Index helped by low exposure to lagging US equities. Read more Liontrust GF European Smaller Companies Fund April 2018 review Holdings in energy sector boost performance as oil price hits $75 a barrel. Read more Carbon exposure: mitigating risks and finding opportunities Mike Appleby Liontrust’s Sustainable Future Funds continue to have a considerably smaller carbon footprint than mainstream equity indices. Mike Appleby explains the team’s approach to carbon risk, which involves investing in businesses innovating in the energy space as well as avoiding fossil fuel names. Read more Liontrust GF European Strategic Equity Fund April 2018 review Short book constrains returns as European stocks rebound. Read more How to spot Economic Advantage in newly listed companies Victoria Stevens Victoria Stevens reveals how the team decides whether to invest in Initial Public Offerings (IPOs). Read more The Multi-Asset Process April 2018 market review John Husselbee reports on a better month for equities, although higher US bond yields, fears about tech stocks and a report from construction giant Caterpillar claiming Q1 is as good as 2018 gets all weighed on markets. Read more A return to the old normal? David Roberts With no action from the Federal Reserve overnight, commentators are suggesting it might be behind the curve and starting to take a risk with inflation. David Roberts considers early market reaction to the Fed’s hold. Read more How much duration? Phil Milburn Phil Milburn explains the importance of managing absolute duration risk and not chasing the most expensive risks in the market in running the new Liontrust GF Strategic Bond Fund. Read more Can Macron usher in a Golden Decade for France? Olly Russ With the French President in the midst of three months of rail strikes, Olly Russ looks at the prospects for Macron’s reform agenda. Read more How our strategic asset allocation is changing John Husselbee John Husselbee lifts the lid on the scientific side of multi-asset investing, outlining the impact of our annual strategic asset allocation review. Read more Italian politics – a renewed threat to the Goldilocks scenario? David Roberts David Roberts comments on current election turmoil in Italy – is this a renewed threat to the Goldilocks scenario? Read more What do 3% US bond yields mean for investors? David Roberts With US 10-year bond yields breaching the 3% level today for the first time since 2014, David Roberts examines what this means for fixed income markets. Read more Liontrust UK Ethical Fund Q1 2018 review Stocks highlighted include Softcat, Worldpay, LSE and TruFin. Read more Liontrust SF UK Growth Fund Q1 2018 review Stocks highlighted include Softcat, Abcam, Worldpay and TruFin. Read more Liontrust SF Managed Fund Q1 2018 review Overall economic momentum remains strong and we believe a trade war between China and the US is not in either country’s interest. Read more Liontrust SF Global Growth Fund Q1 2018 review Stocks highlighted include SS&C, Adobe and ThermoFisher. Read more Liontrust SF European Growth Fund Q1 2018 review Stocks highlighted include Naturex, ASML, Hella and Valeo. Read more Liontrust SF Defensive Managed Fund Q1 2018 review Portfolio ends quarter overweight equities and credit and underweight cash and Gilts. Read more Liontrust SF Corporate Bond Fund Q1 2018 review Fund’s overweight to credit was a positive amid a tough quarter, primarily through allocations to telecoms and banks. Read more Liontrust SF Cautious Managed Fund Q1 2018 review Stocks highlighted include SS&C, ThermoFisher, Softcat and Abcam. Read more Liontrust SF Absolute Growth Fund Q1 2018 review Cash weighting falls in March as managers take advantage of market correction. Read more Liontrust Monthly Income Bond Fund Q1 2018 review Underweight position to interest rate risk was main contributor to performance over Q1. Read more Brexit caution should not delay rate hikes David Roberts Yesterday’s comments from Mark Carney suggest an interest rate hike in May is not a done deal. David Roberts argues that with ‘good’ and ‘bad’ Brexit scenarios both ultimately resulting in inflation, rates need to rise. Read more Ending plastic pollution – an ocean of opportunity Neil Brown Earth Day 2018 is focused on global solutions to plastic pollution as waste continues to clog up our oceans. As sustainable investors, we see the financial value, the environmental and social impacts and, therefore, the benefit to our clients in companies that can help deliver this transition. Read more Liontrust European Enhanced Income Fund March 2018 review Sharp drop in Bpost shares after Q4 results looks like an overreaction. Read more Liontrust European Income Fund March 2018 review Sharp drop in Bpost shares after Q4 results looks like an overreaction. Read more Liontrust GF European Smaller Companies Fund March 2018 review Sector trends reverse as European markets succumb to trade war concerns. Read more Liontrust Global Income Fund March 2018 review Trade war jitters lead global markets lower. Read more Liontrust European Growth Fund March 2018 review Good returns on consumer sector holdings take edge off market weakness. Read more Liontrust Macro UK Growth Fund March 2018 review March returns affected by soft showing from bank constituents of ‘Rising Rates’ Macro-Theme. Read more Liontrust Macro Equity Income Fund March 2018 review March returns affected by soft showing from bank constituents of ‘Rising Rates’ Macro-Theme. Read more Liontrust UK Micro Cap Fund March 2018 review Very strong debut for GRC International, a new holding which joined the AIM market in March. Read more Liontrust UK Smaller Companies Fund March 2018 review KTC and Simplybiz added to the Fund via initial public offerings. Read more Liontrust UK Growth Fund March 2018 review NEX and Shire rise on takeover news. Read more Liontrust Special Situations Fund March 2018 review Takeover approaches help Fund to flat return against weak market backdrop. Read more Liontrust GF Special Situations Fund March 2018 review Takeover approaches help Fund to flat return against weak market backdrop. Read more Europe: It’s Working Again Olly Russ A booming economy, stable political backdrop and improving company profits paint a benign picture for income investing in Europe, where high-yielding companies are plentiful. Olly Russ takes a look at the numbers. Read more Liontrust GF European Strategic Equity Fund March 2018 review Trade war jitters weigh on long book holdings. Read more Liontrust Asia Income Fund Q1 2018 review Trade spat between the US and China marks a deterioration, but is unlikely to escalate into a longer-term trade war. Read more Liontrust GF Asia Income Fund Q1 2018 review Trade spat between the US and China marks a deterioration, but is unlikely to escalate into a longer-term trade war. Read more The Multi-Asset Process March 2018 market review With the tariff trade-off between the US and China dragging markets down in March, John Husselbee looks at what another weak month means for investors. Read more The wary canary and the LIBOR OIS spread Phil Milburn The US 3 month LIBOR OIS spread has widened since the start of the year, prompting questions about whether this is a sign of stress in the market for the wholesale liability financing of US banks. Phil Milburn analyses what has driven the widening and what this means for investors. Read more Is green the new black for bonds? Kenny Watson There was record issuance of green bonds last year and levels are expected to exceed $250bn in 2018. Kenny Watson analyses the investment case for this part of the fixed income market. Read more