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 Investing for a sustainable future Peter Michaelis 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 Trend reversal? Tactical asset allocation post-Coronavirus John Husselbee 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 How healthcare and pharma are fighting the COVID-19 war Laurie Don 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 What is the outlook for US dividends? George Boyd-Bowman George Boyd-Bowman examines why the degree of dividend cuts may differ in the US from the UK. Read more The bull and bear cases for the stock market James Dowey 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 Taking stock of the coronavirus fallout so far Olly Russ 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 Surviving the Coronavirus bear market: lessons from history John Husselbee As investors consider how best to get through the Coronavirus bear market, John Husselbee looks at what history can teach us. Read more Our response to rising economic activity in China Mark Williams 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 75% less carbon emitted by Liontrust SF Funds Mike Appleby 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 Fed makes the same mistake again David Roberts 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 Be nervous and buy risk Phil Milburn Phil Milburn assesses bond markets amid the ongoing Coronavirus outbreak, refuting concerns we are facing another 2007-09 style existential crisis. Read more A good entry point for high yield Donald Phillips 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