The Multi-Asset Process Q4 2016 market review The Q4 2016 market overview is available. Read more Great Expectations? John Husselbee Financial markets are often said to be driven by investor expectations, the so-called fear and greed. This is perhaps best summarised by the frequently quoted father of value investing, Benjamin Graham: "In the short run, the market is a voting machine but, in the long run, it is a weighing machine.” Read more Five European small cap picks Samantha Gleave In this blog, I am taking the opportunity to look at five of the stocks we have included in the GF European Smaller Companies Fund, which we launched at the start of February. Read more Beware over-paying for forecast growth James Inglis-Jones We hold an upbeat assessment of the outlook for European equities this year but we are very cognisant of the need to limit exposure to some extreme valuations being afforded to stocks meeting certain investment characteristics. Read more Liontrust GF European Strategic Equity Fund December 2016 review The December 2016 review for the Fund is available. Read more The Multi-Asset Process November 2016 market overview The November 2016 market overview is available. Read more Liontrust GF Special Situations Fund November 2016 review The November 2016 review for the Fund is available. Read more Liontrust UK Smaller Companies Fund November 2016 review The November 2016 review for the Fund is available. Read more Liontrust UK Micro Cap Fund November 2016 review The November 2016 review for the Fund is available. Read more Liontrust UK Growth Fund November 2016 review The November 2016 review for the Fund is available. Read more Liontrust Special Situations Fund November 2016 review The November 2016 review for the Fund is available. Read more Liontrust Global Income Fund November 2016 review The November 2016 review for the Fund is available. Read more Liontrust European Growth Fund November 2016 review The November 2016 review for the Fund is available. Read more Sustainable Future funds emit much less carbon dioxide than their benchmark Mike Appleby Mike Appleby, Investment Manager analyses how much carbon dioxide is emitted by our funds compared to the markets they invest in. Read more Liontrust Asia Income Fund November 2016 portfolio changes The November 2016 portfolio changes for the Fund are available. Read more Liontrust GF European Strategic Equity Fund November 2016 review The November 2016 review for the Fund is available. Read more Liontrust fund managers’ “Reasons to be Cheerful” in 2017 Having given us their Halloween “Reasons to be Fearful”, we asked the same Liontrust fund managers to highlight aspects of their research which point to a more optimistic outlook for 2017. Read more A desynchronising world John Husselbee Are you still playing Pokémon Go? The online game was released to the world in early July this year and soon went viral over the summer. However the game today is seemingly unfashionable with its rapid decline in recent months clearly charted by Google Trends. And whilst gamers are abandoning Pokémon Go, it seems that investors are beginning to shy away from government bonds. Read more Where investors should seek sanctuary from inflation Anthony Cross A key tenet of our investment process is the importance of barriers to competition. We have moulded our approach around the identification of characteristics which we believe allow companies to sustain profits in the face of competitive threats. It is this theoretical ability to generate a higher than average level of profitability for longer than expected which we refer to as Economic Advantage. Read more Liontrust Global Income Fund October 2016 review The October 2016 review for the Fund is available. Read more Liontrust European Growth Fund October 2016 review The October 2016 review for the Fund is available. Read more The Multi-Asset Process October 2016 market overview The October 2016 market overview is available. Read more Liontrust GF Special Situations Fund October 2016 review The October 2016 review for the Fund is available. Read more Liontrust UK Smaller Companies Fund October 2016 review The October 2016 review for the Fund is available. Read more Liontrust UK Micro Cap Fund October 2016 review The October 2016 review for the Fund is available. Read more Liontrust fund managers’ scariest charts As Halloween approaches, Liontrust’s fund managers highlight the most frightening data they’ve come across in their research Read more Generating an income in a low yield environment Aitken Ross Aitken Ross, Investment Manager, looks at how we could offer the perfect solution for savers and retirees looking to generate income in a low yield environment. Read more Will Trump kill investment returns for sustainable funds? Mike Appleby Mike Appleby, Investment Manager, addresses the concerns around Trump's potential negative impact on the renewable energy sector and why he still believes ATI is well positioned to navigate these political uncertainties. Read more Four reasons to divest from fossil fuels Tony Greenham, Head of Finance and Business at RSA, and member of our advisory committee, looks at the demise of fossil fuels in light of the recent COP22 conference in Marrakesh and why from an investment perspective divestment is the only sensible approach to take. Read more Liontrust UK Growth Fund October 2016 review The October 2016 review for the Fund is available. Read more Liontrust Special Situations Fund October 2016 review The October 2016 review for the Fund is available. Read more Picking Quality and Value routes to cash flow growth Samantha Gleave Having had a cautious outlook for much of this year, we recently moved to a more neutral view on the prospects for European markets. The investment environment should continue to be one in which high-quality cash-generative stocks are in demand, but there are also pockets of the stock-market offering contrarian value opportunities. Read more Liontrust Asia Income Fund October 2016 portfolio changes The October 2016 portfolio changes for the Fund are available. Read more Liontrust GF European Strategic Equity Fund October 2016 review The October 2016 review for the Fund is available. Read more Lessons from 10 years at the helm of Liontrust European Growth James Inglis-Jones 1. Define and thoroughly research an investment process before you start implementing it An investment process can’t simply be theoretical, it also needs to be backed up by historical analysis to demonstrate that it works. Read more Do you hear the people sing? John Husselbee In my experience of fund management over the past thirty years, political risk has traditionally been more associated with emerging market economies rather than those of the developed world. The simple rationale has been that emerging market governments are typically considered to be less stable, and so investors should in turn demand a risk premium in the form of a higher expected return. Read more Investing in the economy of tomorrow Tim Jackson, Professor of Sustainable Development at the University of Surrey, and member of our advisory committee, looks at what tomorrow's economy will be like and why ATI are well placed to benefit from this inevitable shift. Read more Alzheimer's: new research provides big opportunities Laurie Don Laurie Don, Investment Manager at ATI, discusses the potential investment opportunities in companies trialling new treatments for Alzheimer’s disease. Read more Electric dreams: when will every car be battery powered? Peter Michaelis Investment Managers at ATI investigate how the obstacles currently facing the electric car industry may soon be overcome, presenting a promising investment opportunity. Read more Saving for the future: investing in retirement Chris Foster Chris Foster, investment analyst at ATI, examines the radically shifting landscape of retirement saving in the UK and the investment opportunities it contains. Read more Immuno-oncology: a revolution in cancer treatment Simon Clements Simon Clements, investment manager at ATI, examines current developments in cancer treatment where a new therapy is revolutionising our approach to the disease and creating investment opportunities. Read more Bank of England action: the ATI view Views from ATI's key fund managers on the potential impact on major asset classes of last week's Bank of England decision to cut interest rates and increase quantitative easing. Read more Long-term trends in the global automotive industry Mike Appleby Mike Appleby, investment manager explains how big changes in the car industry are informing where we see the best investment prospects in the sector. Read more Renewable energy: opportunities and challenges Mike Appleby Mike Appleby, investment manager on the ATI Sustainable Future fund team, outlines where he sees both the promise and the pitfalls in the renewable energy sector. Read more Investment opportunities in DNA sequencing Simon Clements Simon Clements, investment manager on the ATI Sustainable Future fund team explains how he is capitalising on exciting developments within the DNA sequencing space. Read more Gender equality: an important investment issue Harriet Parker Harriet Parker, investment manager on the ATI Sustainable Future fund team explains how gender equality can improve company performance and boost investment returns. Read more Chipotle: an investment standoff Martyn Jones Investment analyst Martyn Jones outlines the investment case for Mexican fast food chain Chipotle, considering whether the firm can regain the trust of its customers following a recent E-Coli outbreak. Read more Three years on from Rana Plaza: taking stock Neil Brown As we approach the third anniversary of the collapse of the Rana Plaza factory in Bangladesh, it is important for us as investors in the apparel sector to reflect on what has changed in the industry since 2013. Read more The disruptive technologies set to change the world Simon Clements Simon Clements, investment manager, looks how technological change is a constant feature of the modern digital age, providing a wealth of investment opportunities. Read more Is Sustainable Palm Oil viable? Neil Brown How can we ensure population growth is managed in a more sustainable manner to reduce the negative effect it's having on climate change and biodiversity? Read more