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 The beautiful game - tactics for successful fund management John Husselbee 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 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 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 Where next for Italian bonds? David Roberts 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 Navigating GDPR – threats and opportunities Harriet Parker 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 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 Liontrust Special Situations Fund April 2018 review Rebounding AA stands out in sea of green. 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 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 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 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