Month

Year

Posts:

Fund manager

Funds:

Liontrust Russia Fund

Q1 2020 review

Coronavirus pandemic and collapse of OPEC+ talks sent crude oil prices down, putting further pressure on the Russian market. Read more

Liontrust Latin America Fund

Q1 2020 review

With the surging US dollar, emerging markets have had a particularly tough time in the first quarter and Latin America has not been spared. Read more

Liontrust Japan Opportunities Fund

Q1 2020 review

The appreciation of the yen over the quarter was a significant attributor to the Fund's overall loss. Read more

Liontrust Japan Equity Fund

Q1 2020 review

The Fund’s underlying equity portfolio collectively underperformed due principally to the Fund’s absence of exposure to the classic defensive sectors. Read more

Liontrust India Fund

Q1 2020 review

The underperformance over the quarter was primarily driven by overweight sector positions in more cyclical areas. Read more

Liontrust UK Ethical Fund

Q1 2020 review

LSE and SMS hold up best in tough quarter for equities. Read more

Liontrust SF UK Growth Fund

Q1 2020 review

Managers confident in longer-term prospects for battered consumer discretionary names. Read more

Liontrust GF SF Pan-European Growth Fund

Q1 2020 review

Stocks in healthcare and Connecting people themes among strongest performers. Read more

Liontrust SF Managed Growth Fund

Q1 2020 review

Healthcare and telecom names hold up best in volatile quarter. Read more

Liontrust Global Dividend Fund

March 2020 review

Fund continues to hold up well in the sell-off, thanks largely to our exposure to companies with both strong balance sheets and pricing power. Read more

Liontrust SF Managed Fund

Q1 2020 review

Structural growth focus shields fund from worst-hit sectors. Read more

Liontrust SF Global Growth Fund

Q1 2020 review

Fund tops up PayPal and Visa as digital economy trend likely to accelerate. Read more

Liontrust SF European Growth Fund

Q1 2020 review

Managers confident in long-term prospects across portfolio holdings. Read more

Liontrust SF Defensive Managed Fund

Q1 2020 review

Fund remains overweight credit and infrastructure amid volatile quarter. Read more

Liontrust SF Corporate Bond Fund

Q1 2020 review

Managers confident in rally potential in hard-hit banks and insurers. Read more

Liontrust SF Cautious Managed Fund

Q1 2020 review

Managers slowly adding to equities by the end of a volatile quarter. Read more

Liontrust Monthly Income Bond Fund

Q1 2020 review

Fund reduces duration short in the face of falling government yields. Read more

Liontrust Asia Income Fund

Q1 2020 review

While Asia was first into the coronavirus crisis, it is now showing some signs that it may be the first to emerge from it. We are not turning defensive but instead are looking to play into the region’s expected economic recovery. Read more

Liontrust GF Asia Income Fund

Q1 2020 review

While Asia was first into the coronavirus crisis, it is now showing some signs that it may be the first to emerge from it. We are not turning defensive but instead are looking to play into the region’s expected economic recovery. Read more

Liontrust Macro UK Growth Fund

March 2020 review

Housebuilders fall heavily but they have net cash and look sufficiently robust to weather the economic shutdown. Read more

Liontrust Macro Equity Income Fund

March 2020 review

Fund’s dividend deferrals in March were largely limited to housebuilders but it’s likely that market-wide dividend cancellations will grow. Read more
Peter Michaelis

Investing for a sustainable future

Before the spread of COVID-19 around the globe, Lawrence Gosling of Bonhill questioned Peter Michaelis about the growing demand for sustainable investing and why he was optimistic about the trends making our environment cleaner, our quality of life better and our societies more resilient. Amidst the pandemic, Peter believes these trends are still valid and the world can continue to look to the longer term future with optimism. Read more

Liontrust Special Situations Fund

March 2020 review

Fund displays some insulation from worst of sell-off, helped by low financials exposure and good stock selection in consumer sector. Read more

Liontrust UK Micro Cap Fund

March 2020 review

FRP Advisory Group bought via IPO and Churchill China added after it dipped into the Fund’s buying range; cash levels remain high. Read more

Liontrust UK Growth Fund

March 2020 review

Fund displays some insulation from worst of sell-off, helped by low financials exposure and good stock selection in consumer sector. Read more

Liontrust UK Smaller Companies Fund

March 2020 review

The portfolio consists of profitable companies with solid balance sheets and the Fund’s high cash levels give the opportunity to support companies if equity issues are needed. Read more

Liontrust GF Special Situations Fund

March 2020 review

Fund displays some insulation from worst of sell-off, helped by low financials exposure and good stock selection in consumer sector. Read more

Liontrust GF UK Growth Fund

March 2020 review

Fund displays some insulation from worst of sell-off, helped by low financials exposure and good stock selection in consumer sector. Read more

Liontrust Strategic Bond Fund

March 2020 review

Central banks unleash fresh stimulus as bond market liquidity dries up. Read more

Liontrust GF Strategic Bond Fund

March 2020 review

Central banks unleash fresh stimulus as bond market liquidity dries up. Read more

Liontrust GF High Yield Bond Fund

Q1 2020 review

Government support measures stop high yield market from marking worst month on record. Read more

Liontrust GF Absolute Return Bond Fund

Q1 2020 review

Credit curve inverts during coronavirus fallout. Read more

Liontrust European Enhanced Income Fund

March 2020 review

Financial holdings weigh on Fund as coronavirus pandemic spreads panic in financial markets. Read more

Liontrust European Income Fund

March 2020 review

Financial holdings weigh on Fund as coronavirus pandemic spreads panic in financial markets. Read more
John Husselbee

Trend reversal? Tactical asset allocation post-Coronavirus

As asset allocators consider how best to position portfolios over 2020 and beyond, John Husselbee asks whether recent trends of US, growth and large-cap outperformance will continue. Read more

The Multi-Asset Process

March 2020 Market Review

John Husselbee reflects on the rapid descent from the long bull market into a bear market with the ongoing spread of Coronavirus and what this means for portfolios. Read more
Laurie Don

How healthcare and pharma are fighting the COVID-19 war

Laurie Don examines how companies held by the Liontrust Sustainable Investment team are contributing to the fight against Coronavirus, from providing PPE equipment and helping towards vaccines, to re-purposing drugs already in the market. Read more
George Boyd-Bowman

What is the outlook for US dividends?

George Boyd-Bowman examines why the degree of dividend cuts may differ in the US from the UK. Read more
James Dowey

The bull and bear cases for the stock market

James Dowey explains the policy measures required to make the bull case for global stock markets and why he believes preventing the bear case is not beyond our capacity. Read more
Olly Russ

Taking stock of the coronavirus fallout so far

The impact on financial markets from the outbreak of coronavirus has been broad-based with even safe haven assets failing to provide resilience. Olly Russ looks at some of the more eye-catching moves of the last week and explains his current outlook. Read more
John Husselbee

Surviving the Coronavirus bear market: lessons from history

As investors consider how best to get through the Coronavirus bear market, John Husselbee looks at what history can teach us. Read more
Mark Williams

Our response to rising economic activity in China

With two successive days of no domestic COVID-19 cases in China, indicators suggest that economic activity is rising. The Asia team explain which areas of the market may present investment opportunities if the recovery continues and detail the changes made to the portfolio so far. Read more

Liontrust European Enhanced Income Fund

February 2020 review

Market weakness feeds through portfolio during coronavirus-driven sell-off. Read more

Liontrust European Income Fund

February 2020 review

Market weakness feeds through portfolio during coronavirus-driven sell-off. Read more

Liontrust Macro Equity Income Fund

February 2020 review

Fund declines amid broad-based market weakness; Redrow added to Infrastructure Spending theme. Read more

Liontrust Macro UK Growth Fund

February 2020 review

Fund declines amid broad-based market weakness. Read more
Mike Appleby

75% less carbon emitted by Liontrust SF Funds

Mike Appleby reveals the carbon footprint of the SF funds, showing much lower emissions than mainstream benchmarks and substantial holdings in companies working to reduce CO2 emissions. Read more
David Roberts

Fed makes the same mistake again

Following the Fed’s second emergency cut in rates, David Roberts explains why the US central bank has badly mis-timed purported shock and awe. Read more
Phil Milburn

Be nervous and buy risk

Phil Milburn assesses bond markets amid the ongoing Coronavirus outbreak, refuting concerns we are facing another 2007-09 style existential crisis. Read more
Donald Phillips

A good entry point for high yield

With recent events causing high yield bond spreads to spike above 6%, Donald Phillips explains why investing at this level has historically offered investors stronger returns. Read more