Liontrust UK Micro Cap Fund September 2017 review Bioventix tops portfolio risers after raising profit guidance. Read more Liontrust UK Smaller Companies Fund September 2017 review Accesso Technology defies adverse weather conditions to post strong interim results. Read more The Multi-Asset Process September 2017 market review John Husselbee discusses the Federal Reserve’s tapering announcement in September: bears have long claimed this could deflate markets but history suggests there could be plenty left in the equity tank. Read more Liontrust Macro UK Growth Fund September 2017 review Good returns from Global Pharma Macro-Theme offsets oil price headwind. Read more Liontrust Macro Equity Income Fund September 2017 review Zero weight to oil & gas a headwind, but managers retain conviction that sector’s longer-term prospects are poor. Read more The PRI 12 years on Peter Michaelis 'We must work to make companies do more to respect human rights; to allow collective bargaining; we must develop ways to reduce inequality, to curtail CEO pay; we must accelerate decarbonisation; rein in the tech giants and ensure we achieve the Sustainable Development goals.' Read more How we are playing the interest rate inflexion Jamie Clark Jamie Clark highlights three Macro-Themes which he believes are set to benefit from higher UK interest rates. Read more Banking on European growth Olly Russ Nordea’s decision to relocate from Sweden to Finland has two important implications for investors in the sector: first, banks are once again welcomed by governments following their post-crisis fall from grace; secondly, and consequently, the Europe-wide trend for higher tax and capital requirements may have finally met effective resistance from bank management. Read more Job gains mean higher rates are coming Jamie Clark Guess what? Interest rates can go up, as well as down. This was the strikingly clear and somewhat obvious import from the text accompanying the Bank of England’s unchanged rate decision yesterday. Read more Liontrust Special Situations Fund August 2017 review Fall in AA shares restricts Fund’s gains. Read more Liontrust UK Growth Fund August 2017 review Fall in AA shares restricts Fund’s gains. Read more Liontrust UK Smaller Companies Fund August 2017 review Company newsflow drives four biggest share price moves. Read more Liontrust UK Micro Cap Fund August 2017 review Bioquell biggest mover on raised profit forecast. Read more What does the BoE’s rate hint mean for stock pickers? Samantha Gleave “…monetary policy could need to be tightened by a somewhat greater extent over the forecast period than current market expectations.” Monetary Policy Committee Decision, 14 September 2017. Read more Liontrust European Income Fund August 2017 review Telecom picks drive fund gains as Sunrise Communications lifts guidance. Read more Liontrust European Enhanced Income Fund August 2017 review Euro strengthens as ECB tapering nears. Read more Liontrust GF European Smaller Companies Fund August 2017 review Ongoing euro strength holds back European market. Read more Liontrust Global Income Fund August 2017 review Financials and materials holdings shine amid geopolitical unrest. Read more Liontrust European Growth Fund August 2017 review Technogym stands out in wave of half-year earnings reports. Read more Liontrust Asia Income Fund August 2017 portfolio changes Raising exposure to China’s infrastructure spending. Read more The Multi-Asset Process August 2017 market review August was a slightly more volatile month than we have grown used to in 2017 – largely due to sabre rattling (of the nuclear variety) by the US and Korea and bracing for the impact of Hurricane Harvey. Read more 3 success stories and 3 to watch Matt Tonge 18 months on from the Fund’s launch, co-manager Matt Tonge takes a look at three ‘success stories’ which have already graduated from the micro cap space and highlights three ‘ones to watch’ from the companies the team has bought so far this year. Read more Liontrust Macro Equity Income Fund August 2017 review Building exposure to residential housing. Read more Liontrust Macro UK Growth Fund August 2017 review Building exposure to residential housing. Read more Liontrust GF European Strategic Equity Fund August 2017 review Long book strength in face of falling market. Read more Is China’s debt “dangerous”? Mark Williams Headlines can be misleading, as proved by last week’s IMF report on China. “IMF warns China over ‘dangerous levels of debt’’’ reported the FT, quoting the IMF statement that “international experience suggests that China’s current credit trajectory is dangerous with increasing risks of a disruptive adjustment”. Read more Liontrust UK Smaller Companies Fund July 2017 review The July 2017 review for the Fund is available. Read more Liontrust UK Micro Cap Fund July 2017 review The July 2017 review for the Fund is available. Read more Liontrust UK Growth Fund July 2017 review The July 2017 review for the Fund is available. Read more Liontrust Special Situations Fund July 2017 review The July 2017 review for the Fund is available. Read more Liontrust GF Special Situations Fund July 2017 review The July 2017 review for the Fund is available. Read more Liontrust European Enhanced Income Fund July 2017 review The July 2017 review for the Fund is available. Read more Liontrust European Income Fund July 2017 review The July 2017 review for the Fund is available. Read more The best of times, the worst of times John Husselbee We are living through a time of historic contradictions: political turbulence and yet market highs and low market volatility. John Husselbee analyses four potential triggers that might lead to market falls in the second half of the year. Read more Liontrust GF European Smaller Companies Fund July 2017 review The July 2017 review for the Fund is available. Read more Liontrust Global Income Fund July 2017 review The July 2017 review for the Fund is available. Read more Liontrust European Growth Fund July 2017 review The July 2017 review for the Fund is available. Read more Three reasons to be cautious on Australia Mark Williams The Liontrust Asia Income Fund has had relatively little exposure to Australia since its launch, which to date has been a positive for the portfolio. Here we look at three of the main reasons for our cautious stance. Read more Liontrust Macro UK Growth Fund July 2017 review The July 2017 review for the Fund is available. Read more Liontrust Macro Equity Income Fund July 2017 review The July 2017 review for the Fund is available. Read more Liontrust Asia Income Fund July 2017 portfolio changes The July 2017 portfolio changes for the Fund are available. Read more Liontrust GF Asia Income Fund July 2017 portfolio changes The July 2017 portfolio changes for the Fund are available. Read more The Multi-Asset Process July 2017 market review John Husselbee The July 2017 market overview is available. Read more Liontrust GF European Strategic Equity Fund July 2017 review The July 2017 review for the Fund is available. Read more Is the FDA stubbing out tobacco stocks? Jamie Clark At the end of July the tobacco industry was dealt another blow, this time by the US Food and Drug Administration, which committed to cutting nicotine levels in a bid to reduce addiction to cigarettes. This intervention reinforces why we have long-avoided tobacco stocks within our Macro Equity Income and Macro UK Growth funds. Read more Why we cut our AstraZeneca holding Stephen Bailey Stephen Bailey comments on pharmaceuticals giant AstraZeneca following news that the “Mystic” study - its flagship research into lung cancer treatment - has failed. Read more Sea of opportunity in Europe has tide turning for earnings Olly Russ Liontrust’s European Income fund managers Olly Russ and Oisin O’Leary speak with Citywire about the good news stories they’re finding in Europe. Read more Why we look for businesses which don’t rely on regulation Neil Brown Neil Brown, co-manager on the Liontrust Sustainable Investment team, speaks to CNBC’s Squawk Box. Read more Living in a low-volatility world John Husselbee Volatility – or the current lack of it – is a hot topic in investment circles, with the so-called Fear index in the US (known as the Vix) sitting at all-time lows. Read more Liontrust Asia Income Fund Q2 2017 review The Q2 2017 review for the Fund is available. Read more