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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
John Husselbee

2020: Words of this unprecedented year

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
Storm Uru

Where can income investors go for dividend growth?

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
Peter Michaelis

Ongoing evolution of our Sustainable Investment themes

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
Martyn Jones

Encouraging sustainable leisure – introducing our new theme

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
Samantha Gleave

Avoiding the crowds

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
David Roberts

12 Myths of Bondmas

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
Mike Appleby

1.5 Degree Transition Challenge: engagement update

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
Laurie Don

Early detection and ongoing innovation key in cancer fight

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
Aitken Ross

The case for sustainable insurance

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
William Geffen

5 technology trends for a “normal” world

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
Peter Michaelis

Green ‘industrial revolution’ highlights non-linear nature of change

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
Samantha Gleave

Vaccine rally highlights value opportunity

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
Anthony Cross

Our key investment mantras

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
John Husselbee

FTSE envy: patient investing in action

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
Storm Uru

Three stocks for a post-vaccine world

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
Stuart Steven

Assessing banks: focusing on the E and S as well as the G

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