Liontrust European Income Fund April 2020 review Companies reveal dividend plans during busy reporting season. Read more Liontrust European Enhanced Income Fund April 2020 review Companies reveal dividend plans during busy reporting season. Read more Liontrust UK Smaller Companies Fund April 2020 review Companies with strong balance sheets in favour during market rebound. Read more Liontrust UK Micro Cap Fund April 2020 review Fund adds three new stocks to the portfolio. Read more Liontrust UK Growth Fund April 2020 review March’s weakest performers lead the April bounce. Read more Liontrust Special Situations Fund April 2020 review Companies reassure on financial positions as coronavirus crisis continues. Read more Liontrust GF UK Growth Fund April 2020 review March’s weakest performers lead the April bounce. Read more Liontrust GF Special Situations Fund April 2020 review Companies reassure on financial positions as coronavirus crisis continues. Read more Liontrust Global Income Fund April 2020 review Extreme valuation lows for value stocks points to promising outlook for value-biased strategies. Read more Liontrust GF European Smaller Companies Fund April 2020 review New portfolio holding William Hill is top riser. Read more Liontrust European Growth Fund April 2020 review Dutch tech group ASML among the strongest stocks after Q1 comments that demand for products is unchanged. Read more Liontrust GF European Strategic Equity Fund April 2020 review Good long book performance offset by losses from some sizeable risers in the short book. Read more Liontrust Macro UK Growth Fund April 2020 review April saw a resurgence of companies that had borne the brunt of March’s sell-off, with the portfolio’s housebuilders in the vanguard. Read more Liontrust Macro Equity Income Fund April 2020 review April saw a resurgence of companies that had borne the brunt of March’s sell-off, with the portfolio’s housebuilders in the vanguard. Read more Can Asia offer shelter from dividend cuts? Mark Williams Mark Williams thinks Asian markets can provide some shelter from the deep dividend cuts affecting markets like the UK. In this blog, Mark explains why Asian dividend payout ratios could prove more stable and earnings more resilient than in other regions. Read more Liontrust GF Strategic Bond Fund April 2020 review US investment grade market has best month for total returns in over 30 years. Read more Liontrust Strategic Bond Fund April 2020 review US investment grade market has best month for total returns in over 30 years. Read more The distressed, the prudent and the mandated Jamie Clark The widespread dividend cuts in the UK over the past two months have fallen into three types. Jamie Clark analyses the distressed, prudent and mandated and what each of these types mean for investors. Read more The Multi-Asset Process April 2020 Market Review Consistency of process remains all important in volatile conditions and amid an unexpectedly positive April – at least for equities – John Husselbee continues to quiz his underlying managers for their insights on these extraordinary times. Read more Why innovation is important to income investing Storm Uru Storm Uru, manager of the Liontrust Global Dividend Fund, explains how companies which are market leaders and have a culture of innovation are able to increase dividends long into the future. Read more Examining high yield bond opportunities after sharp rise in spreads Donald Phillips Donald Phillips uses top-down market analysis and individual bond selection to examine the opportunities for investors following the sharp rise in high yield bond yields during March’s sell-off. Read more Should investors protect against further falls or position for a rebound? James Inglis-Jones James Inglis-Jones explains why a change in behaviour by businesses and investors in response to Covid-19 points to a more positive 12-month outlook for equity markets. Read more L’Italia ostaggio delle agenzie rating David Roberts Con il suo debito pronto a bucare la soglia del 150 % nei prossimi mesi, David Roberts riflette sul come l’italia potrebbe evitare la bocciatura dalle agenzie di rating. Read more Continuing to fight the fashion revolution Neil Brown As Fashion Revolution Week 2020 comes to an end, Liontrust’s Neil Brown says protecting employees across global supply chains is more important than ever as we come through the COVID-19 crisis. Read more How to maintain dividends in the current market Robin Geffen Covid-19 has accelerated the trend towards dividend cuts in the UK. Robin Geffen, manager of the Liontrust Income Fund, analyses where cuts are most likely and one sector he favours. Read more Liontrust Global Technology Fund Q1 2020 review As hoped, we have seen technology, in particular sub sectors like software, hold up far better than the wider market. Read more Liontrust Income Fund Q1 2020 review The Fund has been well insulated from the raft of dividend cuts in th UK over the quarter. Read more Liontrust Global Smaller Companies Fund Q1 2020 review The Fund's exposure to disruptive innovating companies was a significant contributor to relative outperformance. Read more Liontrust Global Equity Fund Q1 2020 review The Fund benefited from its strategy of investing in disruptive innovating companies across each sector of the economy. Read more Liontrust Global Dividend Fund Q1 2020 review We only invest in global leaders with strong balance sheets that enjoy a durable competitive advantage. Read more Liontrust Global Alpha Fund Q1 2020 review The Fund’s relative outperformance of both the Index and its sector average in the first quarter can be attributed to its exposure to technology stocks. Read more Liontrust European Opportunities Fund Q1 2020 review The portfolio was more cyclically positioned which proved painful during the sharp market drawdown. Read more Liontrust Emerging Markets Fund Q1 2020 review The underperformance can be almost exclusively explained by the significant underperformance of the Russian and Brazilian markets. Read more Liontrust China Fund Q1 2020 review We took advantage of the dip in the markets to enter into positions in the IT and e-commerce sectors. Read more Liontrust Balanced Fund Q1 2020 review The Fund’s exposure to the technology sector was once again additive to performance during a difficult quarter. Read more Weighing the debits and credits Phil Milburn Phil Milburn analyses the impact of governments’ and central banks’ stimulus in offsetting the potential economic destruction caused by COVID-19 and what this means for bond markets. Read more Italy in the lap of the rating gods David Roberts With Italy’s debt-to GDP likely to breach 150% in the coming months, David Roberts looks at whether the country’s BBB credit rating can survive. Read more Liontrust GF European Strategic Equity Fund March 2020 review Long and short book both see significant declines during coronavirus driven market rout. Read more Liontrust Global Income Fund March 2020 review Widespread dividend cuts announced as companies seek to protect cash reserves. Read more Liontrust GF European Smaller Companies Fund March 2020 review Outlook becomes more positive as severity of sell off sees valuations become much cheaper. Read more Liontrust European Growth Fund March 2020 review Health care stocks a bright spot amid heavy selling across the market. Read more Economic changes post COVID-19: the long and short of it Mike Appleby Mike Appleby analyses the potential short and longer-term impacts of Coronavirus and believes global reaction to the pandemic may provide a blueprint for facing the climate crisis. Read more Economic changes post COVID-19 Mike Appleby Today marks the 50th anniversary of Earth Day, with the Liontrust Sustainable Investment team having managed funds in this way for nearly 20 of these years. In this short article, Mike Appleby outlines the likely impact of COVID-19 and why the longer term sustainable trends will be more relevant than ever. Read more Sustainable Investment – now, more than ever Neil Brown Sustainable companies have been working to harness structural change for years and Neil Brown says many are well placed to prove resilient amid the current crisis and help move us towards a cleaner, healthier and safer planet. Read more Liontrust GF SF Global Growth Fund Q1 2020 review Fund tops up PayPal and Visa as digital economy trend likely to accelerate. Read more Negative oil prices – how is this possible? Matt McLoughlin Crude oil was trading at negative prices on the futures markets yesterday (20 April), reaching a low price of -$40.32 a barrel at one stage. This means buyers of future contracts were being paid to own barrels of oil. Liontrust’s Head of Trading Matt McLoughlin explains how this was possible. Read more Liontrust US Opportunities Fund Q1 2020 review Our better performing holdings tended to have more recurring or subscription type revenues in industries less impacted by social distancing measures. Read more Liontrust US Income Fund Q1 2020 review The sharp underperformance of smaller companies and the remarkable relative outperformance of the mega-cap technology stocks was a detractor over the quarter. Read more Liontrust UK Opportunities Fund Q1 2020 review The Fund suffered during the quarter due to its significant underweight in large-cap stocks. Read more Liontrust UK Mid Cap Fund Q1 2020 review Large companies outperformed smaller companies in the quarter as investors gravitated towards the perceived, relative, safety of familiar mega caps. Read more