Liontrust GF SF Global Growth Fund Q3 2020 review Familiar names such as Salesforce, Kingspan and Infineon continue to drive returns. Read more Liontrust GF European Strategic Equity Fund September 2020 review William Hill receives second takeover approach. Read more Liontrust European Growth Fund September 2020 review Consumer discretionary stocks rally despite weak ECB inflation outlook. Read more Liontrust Global Income Fund September 2020 review FirstRand indicates willingness to resume dividend payments. Read more Liontrust GF European Smaller Companies Fund September 2020 review Energy holdings drag on Fund performance. Read more Liontrust GF Strategic Bond Fund September 2020 review Using alpha levers – such as inflation-linked securities interest rate curves – to target positive returns while directional exposure through duration is low. Read more Liontrust Strategic Bond Fund September 2020 review Using alpha levers – such as inflation-linked securities interest rate curves – to target positive returns while directional exposure through duration is low. Read more Liontrust GF High Yield Bond Fund Q3 2020 review At a sector level, the stand-out performer was banking, where a handful of major US bank perpetual bonds produced strong returns. Read more Liontrust GF Absolute Return Bond Fund Q3 2020 review The Fund again benefited from long risk CDX IG, the US investment grade Credit Default Swap index, versus short risk the iTraxx Europe Credit Default Swap index. Read more Liontrust GF UK Growth Fund September 2020 review Renishaw rallies in September, taking it to the edge of the FTSE100. Read more Liontrust UK Smaller Companies Fund September 2020 review Sumo Group rises on an “extremely positive” video gaming market backdrop due to increased lockdonw demand. Read more Liontrust UK Micro Cap Fund September 2020 review Frenkel Topping gains on acquisition plans and Sumo Group rallies due to lockdown video gaming demand. Read more Liontrust UK Growth Fund September 2020 review Renishaw rallies in September, taking it to the edge of the FTSE100. Read more Liontrust GF Special Situations Fund September 2020 review Domino’s Pizza Group and Clipper Logistics rise further amid boost to online sales. Read more Liontrust Special Situations Fund September 2020 review Domino’s Pizza Group and Clipper Logistics rise further amid boost to online sales. Read more The Multi-Asset Process September 2020 Market Review While the UK is expected to exit recession this quarter, at least technically, a tough autumn and winter are expected and markets were jittery in September. John Husselbee runs the rule over recent developments on Brexit, tech stocks and the US elections. Read more Building better cities Peter Michaelis A citizen of Los Angeles would cut their carbon footprint by 75% by moving to Copenhagen. Peter Michaelis explains why and how innovations can build better cities in which two-thirds of humanity are expected to live by 2050. Read more A subtle TIP – how Covid has affected inflation expectations David Roberts With many bonds now expensive after a strong recovery over recent months, more subtle opportunities are required to add value for clients – and David Roberts highlights a recent TIPing point for longer-dated index-linked debt in the US. Read more UK Growth Fund at cheapest level relative to market for a decade Julian Fosh Stocks in the UK Growth Fund tend to trade at a premium valuation to the market average. Julian Fosh explains why this is the case and looks at how new portfolio additions have helped pull the premium down to its cheapest point in a decade. Read more Multi-Asset: why the past five years is not a guide to the future John Husselbee New research shows multi-asset funds investing purely in passives have outperformed in recent years. John Husselbee highlights the market forces behind this and cautions against assuming it will be the case forever. Read more Why income investors shouldn’t run from dividend cuts Storm Uru Dividend cuts and share price falls over the past few months are presenting opportunities for income investors. Storm Uru, manager of the Liontrust Global Dividend Fund, highlights some examples. Read more What the Fed’s new ‘flexible’ inflation approach means for bond investors David Roberts The US Federal Reserve has introduced a new policy of flexible average inflation targeting. David Roberts looks at what this means for bond markets and explains whether this is an example of Modern Monetary Theory. Read more Liontrust European Income Fund August 2020 review Sunrise Communications Group the biggest riser following an acquisition approach by Liberty Global. Read more Liontrust European Enhanced Income Fund August 2020 review Sunrise Communications Group the biggest riser following an acquisition approach by Liberty Global. Read more Liontrust GF European Smaller Companies Fund August 2020 review Fund benefits from value outperformance. Read more Liontrust Global Income Fund August 2020 review Travel companies IAG and Carnival see a strong rebound in share prices. Read more Liontrust GF European Strategic Equity Fund August 2020 review William Hill and Aggreko stand out as long book outpaces market. Read more Liontrust European Growth Fund August 2020 review AP Moller-Maersk raises guidance following better than expected trading. Read more Liontrust GF Special Situations Fund August 2020 review Next Fifteen Communications and Clipper Logistics rise on strength of trading during pandemic. Read more Liontrust UK Growth Fund August 2020 review Next Fifteen Communications rises due to strength of trading while WH Smith gains on back of restructuring plans. Read more Liontrust GF UK Growth Fund August 2020 review Next Fifteen Communications rises due to strength of trading while WH Smith gains on back of restructuring plans. Read more Liontrust Special Situations Fund August 2020 review Next Fifteen Communications and Clipper Logistics rise on strength of trading during pandemic. Read more Liontrust UK Micro Cap Fund August 2020 review Cello Health exits fund after takeover, while two new holdings are added: Tribal Group and Yourgene Health. Read more Liontrust UK Smaller Companies Fund August 2020 review Fund benefits from takeover of pharmaceutical marketing consultant Cello Health. Read more Value in a modern economy Samantha Gleave Value’s poor run has raised questions about whether the current measures of the investing style are outdated. Samantha Gleave argues that cash flow provides a more holistic way to assess value in the modern company. Read more Liontrust Asia Income Fund August 2020 portfolio changes Adding Mindspace Business Parks REIT, owner of one of India’s largest high-quality office portfolios. Read more Revisiting value and small caps John Husselbee After a long period of weaker performance from value and smaller companies, John Husselbee highlights encouraging signs for both in recent months, including an apparent re-emergence of the small-cap premium. Read more Multi-Asset market review August 2020 With the UK the latest country to dip into recession, John Husselbee examines how certain stock markets continue to close their ears to economic malaise as they post the fastest recovery in history. Read more Liontrust Global Dividend Fund August 2020 review As we emerge from this healthcare crisis, characteristics such as a culture of innovation and a robust balance sheet ensure the companies we invest in are well-positioned to execute as the economy returns to a new normal. Read more Liontrust Macro Equity Income Fund August 2020 review Outperformance of value-style equities allowed for strong performances from the Fund’s banks, diversified financials and insurers. Read more Liontrust Macro UK Growth Fund August 2020 review Outperformance of value-style equities allowed for strong performances from the Fund’s banks, diversified financials and insurers. Read more Liontrust Strategic Bond Fund August 2020 review The Fed and inflation averaging – is this Modern Monetary Theory? Read more Liontrust GF Strategic Bond Fund August 2020 review The Fed and inflation averaging – is this Modern Monetary Theory? Read more High yield: all about that income Donald Phillips With 100% of high-yield bond performance driven by income over the last decade, Donald Phillips says this asset class offers an attractive alternative for investors concerned about widespread dividend cuts across equities. Read more Reacting to changes in credit ratings Stuart Steven With BBB debt now accounting for 60% of the investment grade market, close to doubling over the last decade, we are relaxing minimum credit rating restrictions on the Monthly Income Bond Fund. This is designed to ensure flexibility for our Fund and give the managers the best opportunity to perform in future. Read more Quarterly strategy – How we are preparing for the Covid-19 recovery Phil Milburn The recovery from Covid-19 will be uneven by both sector and country and it has never been more important to be selective when choosing the correct rates and credit exposure. Phil Milburn explains what the Global Fixed Income team are expecting during the economic recovery and how they have adjusted their exposure. Read more Recent fundraisings as much a sign of proactivity as panic Alex Wedge Fund manager Alex Wedge takes a look at recent fundraisings by the Economic Advantage team’s smaller companies and finds that - contrary to what might be expected – the majority are using disruption to the business landscape to accelerate market growth opportunities. Read more If cash is king, then the stockmarket is kingmaker in a crisis Anthony Cross Over the last 10 years, the number of companies on the UK Main Market and AIM has dropped from 2,745 to 2,006. While this de-equitisation trend is undesirable, Anthony Cross explains why equity will always have a substantial role to play in company financing, as shown during the coronavirus crisis. Read more Liontrust Global Dividend Fund July 2020 review We seek to avoid those companies who are overleveraged or reducing investment in their businesses because these types of companies are least likely to provide opportunities for sustainable income growth. Read more Finding the FAANGs of the future Robin Geffen The growth of mega tech companies has led the US market and accelerated due to Covid-19. Robin Geffen examines whether global small caps offer more attractive opportunities and the mega tech companies of the future. Read more