Month

Year

Posts:

Fund manager

Funds:

Liontrust UK Micro Cap Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust UK Growth Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust Special Situations Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

The Multi-Asset Process

January 2017 market overview

The January 2017 market overview is available. Read more

Liontrust Macro UK Growth Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust Macro Equity Income Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust GF European Strategic Equity Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust European Enhanced Income Fund

December 2016 review

The December 2016 review for the Fund is available. Read more

Liontrust European Income Fund

December 2016 review

The December 2016 review for the Fund is available. Read more

Liontrust GF Asia Income Fund

Q4 2016 review

The Q4 2016 review for the Fund is available. Read more

Liontrust Asia Income Fund

Q4 2016 review

The Q4 2016 review for the Fund is available. Read more

Liontrust GF Special Situations Fund

December 2016 review

The December 2016 review for the Fund is available. Read more

Liontrust UK Smaller Companies Fund

December 2016 review

The December 2016 review for the Fund is available. Read more

Liontrust UK Micro Cap Fund

December 2016 review

The December 2016 review for the Fund is available. Read more

Liontrust UK Growth Fund

December 2016 review

The December 2016 review for the Fund is available. Read more

Liontrust Special Situations Fund

December 2016 review

The December 2016 review for the Fund is available. Read more

Liontrust Global Income Fund

December 2016 review

The December 2016 review for the Fund is available. Read more

Liontrust European Growth Fund

December 2016 review

The December 2016 review for the Fund is available. Read more

The Multi-Asset Process

Q4 2016 market review

The Q4 2016 market overview is available. Read more

Liontrust Macro UK Growth Fund

December 2016 review

The December 2016 review for the Fund is available. Read more

Liontrust Macro Equity Income Fund

December 2016 review

The December 2016 review for the Fund is available. Read more
John Husselbee

Great Expectations?

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
Mark Williams

Should investors in Asia worry about Trump?

In the run-up to the US Presidential election, Donald Trump loudly lambasted the Chinese, threatening to attack what he seemed to see as iniquitous trade policies. Before the vote he threatened to retaliate for China ‘raping’ America on trade, to impose massive tariffs on Chinese imports and on his first day in the White House labelled China a currency manipulator. Read more
Samantha Gleave

Five European small cap picks

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
James Inglis-Jones

Beware over-paying for forecast growth

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
Mark Williams

Five stocks to crow about in the Year of the Rooster

This article was first published by Citywire Wealth Manager on 16 February 2017 • Lite-0n Technology Corp: Giving you the dual-camera you never knew you wanted Lite-On manufactures power supplies, components for consumer electronics, and optoelectronics. Read more
Jamie Clark

Taking the edge off our pharma exposure

We are longstanding investors in the pharmaceutical sector, but think investors should be more critical in evaluating the chance of drug pipeline failure and risks to capital. 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

Liontrust European Enhanced Income Fund

November 2016 review

The November 2016 review for the Fund is available. Read more
Mark Williams

What prospects for China in the Year of the Rooster?

The Liontrust Asia Income Fund had slightly over 40% exposure to Hong Kong and China at the start of the year. All of this is via companies listed in Hong Kong (not A-shares, listed in the Chinese mainland markets), but they are companies with exposure to the mainland Chinese market, rather than the Hong Kong economy, which we think will struggle in a world of rising United State interest rates. Read more

Liontrust European Income Fund

November 2016 review

The November 2016 review for the Fund is available. Read more

Liontrust Macro UK Growth Fund

November 2016 review

The November 2016 review for the Fund is available. Read more

Liontrust Macro Equity Income Fund

November 2016 review

The November 2016 review for the Fund is available. Read more

Liontrust GF Asia Income Fund

November 2016 portfolio changes

The November 2016 portfolio changes for the Fund are available. Read more
Mike Appleby

Sustainable Future funds emit much less carbon dioxide than their benchmark

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
Olly Russ

Renzi loses Italian Job

As both betting markets and opinion polls predicted (for once), Italian PM Matteo Renzi lost his referendum for constitutional reform, and with it his job. Although the polls were correct in predicting the outcome, they understated the emphatic margin by which the proposals were defeated, which now look to be 59:41 in favour of a ‘No’. Renzi took the hint, and in a somewhat rambling speech eventually managed to announce his intention to tender his resignation later this afternoon. Read more
John Husselbee

A desynchronising world

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
Olly Russ

How will markets react to the Italian referendum result?

The key question in European investment at the moment is of course ‘Do you approve the text of the constitutional bill concerning "Dispositions for the surmounting of perfect bicameralism, the reduction of the number of Members of Parliament, the reduction of institutional operating costs, the abolition of CNEL and the revision of Title V of Part II of the Constitution," which was approved by Parliament and published in the Gazzetta Ufficiale n. 88, on April 15, 2016?’. Read more
Jamie Clark

Autumn Statement initial thoughts

Philip Hammond’s inaugural – and final – Autumn Statement confirms our view that fiscal activism has made an emphatic comeback. Read more