Reasons to be Cheerful in 2021 Samantha Gleave, Victoria Stevens, Phil Milburn, Robin Geffen, Storm Uru and the Multi-Asset team While 2020 was a year that no one will forget, mainly for the wrong reasons, there is cause for optimism in 2021. Liontrust fund managers highlight investment ideas that give them reasons to be cheerful for the year ahead. Read more Why own bonds in 2021? Liontrust Global Fixed Income Team Investors are facing three challenges when investing in bond markets at the moment – in aggregate they look expensive, there is a lack of yield and they have higher interest rate risk. The Liontrust Global Fixed Income team explains why there are still opportunities to take advantage of market inefficiencies and generate relatively attractive levels of income. Read more Liontrust GF European Smaller Companies Fund November 2020 review Vistry Group and Bekaert issue bullish outlooks as trading improves. Read more Liontrust European Growth Fund November 2020 review Vaccine rally provides a boost for value stocks. Read more Liontrust GF European Strategic Equity Fund November 2020 review Long book participates in vaccine rally as energy and financial stocks shine. Read more Liontrust Global Income Fund November 2020 review IAG and Carnival amongst the top performers after vaccine news sparks sharp upturn for equities. Read more 2020: Words of this unprecedented year John Husselbee John Husselbee tracks the linguistic developments of a year that made the world all too aware of the difference between an epidemic and a pandemic and looks ahead to 2021. Read more Where can income investors go for dividend growth? Storm Uru Despite a bleak outlook for income investors, Storm Uru explains that over the next decade income investing will not be about chasing yield but buying an increasing number of companies that are well-positioned to drive dividend growth for investors. Read more Ongoing evolution of our Sustainable Investment themes Peter Michaelis The Sustainable Investment team have added a new leisure theme and updated three others as part of their annual review. Peter Michaelis explains the reasoning behind and opportunities for these themes. Read more Encouraging sustainable leisure – introducing our new theme Martyn Jones With leisure activities seen as a fundamental human need and increasingly important for a healthier future, Martyn Jones introduces the Sustainable Investment team’s newest theme and some of the stocks exposed to it. Read more Liontrust GF UK Growth Fund November 2020 review WH Smith the largest portfolio riser on hopes of post-vaccine trading recovery. Read more Liontrust UK Growth Fund November 2020 review WH Smith the largest portfolio riser on hopes of post-vaccine trading recovery. Read more Liontrust Special Situations Fund November 2020 review Oil & gas holdings give some exposure to market’s rally on vaccine news, as sector rises 30%. Read more Liontrust GF Special Situations Fund November 2020 review Oil & gas holdings give some exposure to market’s rally on vaccine news, as sector rises 30%. Read more Liontrust UK Micro Cap Fund November 2020 review Around half of portfolio registers double-digit percentage rises amid vaccine rally and busy month for company updates. Read more Liontrust UK Smaller Companies Fund November 2020 review Fund adds holding in Inspecs, a designer, manufacturer and distributor of eyewear frames. Read more Avoiding the crowds Samantha Gleave Taking a contrarian investment view may seem like an added risk after all the uncertainty this year but Samantha Gleave explains why investors should consider avoiding the crowds. Read more The Multi Asset Process November 2020 Market Review Vaccine news and the promise of calmer political waters drove a record month for equities in November. John Husselbee highlights reasons for hope after a difficult 2020 although the long-term Covid scarring suggested by grim economic forecasts should give some pause to runaway markets. Read more 12 Myths of Bondmas David Roberts There are many misconceptions about the bond market and the forces that drive it. In this article, Global Fixed Income team fund manager David Roberts tackles 12 of the biggest current myths of investing in bonds. Read more Liontrust Global Dividend Fund November 2020 review Positive vaccine developments combined with the reduced US election uncertainty have provided a positive backdrop to equity prices leading to a broad rally across global equities. Read more Liontrust Strategic Bond Fund November 2020 review A lot of the recent good macro news is now baked into credit spreads; we therefore trimmed credit risk towards neutral levels. Read more Liontrust GF Strategic Bond Fund November 2020 review A lot of the recent good macro news is now baked into credit spreads; we therefore trimmed credit risk towards neutral levels. Read more 1.5 Degree Transition Challenge: engagement update Mike Appleby At the start of 2020, the Liontrust Sustainable Investment team called for all companies within its equity and bond funds to explain how they plan to decarbonise their businesses to limit global warming to 1.5 degrees. Mike Appleby gives a progress report on the engagement activity. Read more Q4 Strategy – How Steep Can Curves Go? Liontrust Global Fixed Income Team With economic prospects looking strong for the second half of 2021 and inflationary pressures likely to rise, the Global Fixed Income team explain how their portfolios are positioned for next year. Read more Early detection and ongoing innovation key in cancer fight Laurie Don With many cancers detected too late for treatment, Laurie Don highlights ongoing work in the field of liquid biopsy as the kind of innovation that continues to attract the Sustainable Investment team to the healthcare sector. Read more The case for sustainable insurance Aitken Ross While insurance is unlikely to be the first area that comes to mind for ESG investors, with attractive sustainable credentials, fundamentals and valuations, the sector demands a core position in the SF Bond portfolios. Read more 5 technology trends for a “normal” world William Geffen Covid-19 prompted an acceleration of technological trends, leading to strong returns for the sector in aggregate. But with a return towards normality likely in the next few months, Will Geffen analyses which of these trends might be sustained. Read more Green ‘industrial revolution’ highlights non-linear nature of change Peter Michaelis While much more is needed to drive down carbon emissions, the UK’s ‘green industrial revolution’ does show how fast change can happen when better technology emerges. Read more Vaccine rally highlights value opportunity Samantha Gleave Value stocks have staged a rally since the positive vaccine news. Sam Gleave argues that the underlying trends for the investment style have been attractive for some time and asks whether this could be the trigger of a regime change for markets. Read more The value conundrum Value stocks have enjoyed a rally on the back of the announcement of possible Covid vaccines but this follows a decade-long underperformance against growth stocks. We analyse how relevant the traditional value label is in the modern economy. Read more Our key investment mantras Anthony Cross The Liontrust Special Situations Fund celebrated its 15th birthday last week. Anthony Cross reflects on 9 rules and beliefs of investing that have served the Fund and its investors well since 2005. Read more FTSE envy: patient investing in action John Husselbee Behavioural finance suggests that avoiding losses is preferred to generating gains but this can be forgotten by investors during sharp market bounces. John Husselbee reviews the benefits of striving to get rich slowly. Read more Liontrust UK Growth Fund October 2020 review BP shares hit 25 year low as oil demand uncertainties persist. Read more Liontrust GF UK Growth Fund October 2020 review BP shares hit 25 year low as oil demand uncertainties persist. Read more Liontrust Special Situations Fund October 2020 review Mid and small cap stocks resilient as mounting Covid-19 cases weigh on sentiment. Read more Liontrust GF Special Situations Fund October 2020 review Mid and small cap stocks resilient as mounting Covid-19 cases weigh on sentiment. Read more Liontrust UK Micro Cap Fund October 2020 review Sumo Group becomes latest holding to exceed Fund’s market cap limit after strong run. Read more Liontrust UK Smaller Companies Fund October 2020 review Sumo Group becomes latest holding to exceed Fund’s market cap limit after strong run. Read more Liontrust Global Dividend Fund October 2020 review October gave us an important insight into how the companies in the portfolio are able to not only flex their cost base but also evaluate their ability to shift to a digital economy. Read more Three stocks for a post-vaccine world Storm Uru With light at the end of the pandemic tunnel, Storm Uru highlights three companies that are in sectors challenged by Covid-19 and which he believes offer value opportunities. Read more Liontrust GF European Smaller Companies Fund October 2020 review Good Q3 updates from Bank of Ireland, Pandora and 4imprint outweigh bad news from Elior Group. Read more Liontrust Global Income Fund October 2020 review Genworth MI Canada rises sharply on takeover but other holdings weighed down by negative market environment. Read more Liontrust European Growth Fund October 2020 review Mixed bag of Q3 results, with Bank of Ireland and Pandora among risers but Elisa and Novo Nordisk dropping. Read more Liontrust GF European Strategic Equity Fund October 2020 review Strong relative performance stems from modest net market exposure in a falling market, good contribution from the short book and the long book’s outperformance of the market. Read more Assessing banks: focusing on the E and S as well as the G Stuart Steven While sustainable analysis of banks has traditionally focused on the governance part of ESG, Stuart Steven highlights growing efforts by many of the sector’s larger names to drive the energy transition via carbon management across their loan books. Read more Liontrust Strategic Bond Fund October 2020 review Some longer dated US exposure switched into the belly of the curve: the 5 to 15-year maturity bucket. Read more Liontrust GF Strategic Bond Fund October 2020 review Some longer dated US exposure switched into the belly of the curve: the 5 to 15-year maturity bucket. Read more Still all to play for in the US Liontrust Multi-Asset team After a divisive election night in the US and no result yet, the Liontrust Multi-Asset team outlines their initial thoughts. Read more Liontrust Asia Income Fund Q3 2020 review The Fund’s significant Chinese exposure contributed positively to performance, even as the US ramped up anti-Chinese rhetoric. Read more The Multi-Asset Process October 2020 Market Review Concerns about new lockdowns and political posturing over Brexit and the US election pulled down markets over October. In this short video and his monthly review, John Husselbee discusses the impact of recent events and looks forward to a historic end to 2020. Read more