Liontrust Global Income Fund February 2020 review Travel companies issue warnings as coronavirus outbreak widens. Read more Liontrust GF European Strategic Equity Fund February 2020 review Mining and oil stocks weigh on long book amid coronavirus-driven sell-off. Read more Liontrust GF European Smaller Companies Fund February 2020 review Coronavirus rout hits WH Smith shares. Read more Liontrust European Growth Fund February 2020 review Adidas sees business activity slump in China. Read more Liontrust Global Dividend Fund February 2020 review Markets finish February with heavy indiscriminate selling amid coronavirus outbreak. Read more Liontrust GF Asia Income Fund February 2020 portfolio changes The Asia Income team has made minimal portfolio changes as a result of the Coronavirus outbreak but they have added two stocks they identified before the crisis and that could benefit from Chinese efforts to revive the economy. Read more Liontrust Asia Income Fund February 2020 portfolio changes The Asia Income team has made minimal portfolio changes as a result of the Coronavirus outbreak but they have added two stocks they identified before the crisis and that could benefit from Chinese efforts to revive the economy. Read more Liontrust UK Smaller Companies Fund February 2020 review The portfolio of profitable companies with robust balance sheets should prove more resilient than the average small cap to any demand downturn. Read more Liontrust UK Micro Cap Fund February 2020 review Two new stocks added to Fund: Inspecs and Churchill China. Read more Liontrust UK Growth Fund February 2020 review Cash weighting reduced as market dislocation used to top-up positions in holdings. Read more Liontrust Special Situations Fund February 2020 review The investment process has served the Fund well during previous bouts of turbulence and its characteristics could prove important again. Read more Liontrust GF UK Growth Fund February 2020 review Cash weighting reduced as market dislocation used to top-up positions in holdings. Read more Liontrust GF Special Situations Fund February 2020 review The investment process has served the Fund well during previous bouts of turbulence and its characteristics could prove important again. Read more Did they jump or were they pushed? David Roberts The Federal Reserve announced a surprise 50 basis point rate cut in response to the economic risks of coronavirus. However, David Roberts thinks that monetary policy is a spent force and aggressive fiscal spending may be required to avoid a recession. Read more The Multi-Asset Process February 2020 Market Review John Husselbee reviews the economic and market impact of Coronavirus, looking at what this might mean for investors. Read more Liontrust GF Strategic Bond Fund February 2020 review The Fund had enough duration, approximately 2.75 years, to provide mitigation to the generic credit widening seen throughout the market. Read more Liontrust Strategic Bond Fund February 2020 review The Fund had enough duration, approximately 2.75 years, to provide mitigation to the generic credit widening seen throughout the market. Read more How to benefit from a rise in fiscal spending Jamie Clark Long read: In the second part of this article, Jamie Clark explains the two ways for investors to try to profit from the rediscovery of the money tree and the increase in government spending. Read more Growing money trees Jamie Clark Long read: In the first part of a long-read article, Jamie Clark analyses the economic theory behind the switch of focus from monetary to fiscal policy to stimulate economic growth Read more What if the fiscal forecasts are wrong? David Roberts Projections of government spending and debt-to-GDP ratios are a key influence on bond yields. But what if they are wrong? David Roberts challenges some of these forecasts and highlights the bonds that could prove to be most mispriced. Read more European insurance – the ‘boring’ sector making premium returns Olly Russ European insurance may not be deemed to be exciting or glamorous but it has been the best performing sector since March 2009. Olly Russ explains what has driven these strong returns and why he still favours the European insurance sector. Read more Liontrust UK Smaller Companies Fund January 2020 review Nasstar exits portfolio on completion of takeover. Read more Liontrust UK Micro Cap Fund January 2020 review Frenkel Topping jumps following bid interest. Read more Liontrust UK Growth Fund January 2020 review Mixed bag of portfolio updates during busy stockmarket period for trading statements; BAE Systems rallies on acquisitions. Read more Liontrust Special Situations Fund January 2020 review Mixed bag of portfolio updates during busy stockmarket period for trading statements; Savills gains on post-election rebound in real estate investor confidence. Read more Liontrust GF UK Growth Fund January 2020 review Mixed bag of portfolio updates during busy stockmarket period for trading statements; BAE Systems rallies on acquisitions. Read more Liontrust GF Special Situations Fund January 2020 review Mixed bag of portfolio updates during busy stockmarket period for trading statements; Savills gains on post-election rebound in real estate investor confidence. Read more Liontrust European Income Fund January 2020 review Defensive sectors soar amid coronavirus outbreak. Read more Liontrust European Enhanced Income Fund January 2020 review Defensive sectors soar amid coronavirus outbreak. Read more Liontrust Global Dividend Fund January 2020 review Examining Visa’s recent purchase of Placid through the lens of the Innovator’s Dilemma. Read more An end to NIRP? David Roberts In January, Sweden’s government bonds moved back to zero after five years in negative territory. David Roberts analyses the impact of the NIRP and whether this might signal the end of negative interest paying bonds. Read more Unbottling the gene genie Laurie Don Gene therapy has the potential to transform the healthcare sector of the future. Laurie Don explains how, and what are the opportunities for investors. Read more Liontrust GF Strategic Bond Fund January 2020 review Two challenges to the growth outlook arose, namely Iranian tensions and the coronavirus outbreak; we believe both will be overcome. Read more Liontrust Strategic Bond Fund January 2020 review Two challenges to the growth outlook arose, namely Iranian tensions and the coronavirus outbreak; we believe both will be overcome. Read more Liontrust Macro Equity Income Fund January 2020 review The Bank of England’s late-month decision to keep rates on hold tells us that a post-election economic bounce, however shallow, is presently underway. This bodes well for our value-rated UK banks, life insurers, housebuilders and building materials businesses. Read more Liontrust Macro UK Growth Fund January 2020 review The Bank of England’s late-month decision to keep rates on hold tells us that a post-election economic bounce, however shallow, is presently underway. This bodes well for our value-rated UK banks, life insurers, housebuilders and building materials businesses. Read more Liontrust GF European Strategic Equity Fund January 2020 review Although market exposure remains c.75%, participation in market weakness amplified by long book holdings in weak energy and materials sectors. Read more Liontrust Global Income Fund January 2020 review Cruise operator Carnival among stocks exposed to coronavirus trade and travel fears but Energias de Portugal a standout performer within buoyant European utilities sector. Read more Article title goes here Read more Liontrust GF European Smaller Companies Fund January 2020 review Energy sector holdings face headwind from falling oil prices amid Chinese coronavirus concerns, but Gaztransport et Technigaz bucks trend to post gain. Read more Liontrust European Growth Fund January 2020 review Energy sector holdings face headwind from falling oil prices amid Chinese coronavirus concerns, but Gaztransport et Technigaz bucks trend to post gain. Read more The Multi-Asset Process January 2020 Market Review In a month dominated by Iran, Coronavirus, impeachment and the start of the US Presidential election, the UK finally and relatively quietly left the EU on 31 January. Read more Coronavirus: what we know so far Mark Williams The coronavirus has led to more than 500 deaths and counting. With the disease also affecting stock markets and estimates for economic growth, Mark Williams outlines what we know so far and how past outbreaks might provide clues to the ultimate impact of coronavirus. Read more Liontrust GF Asia Income Fund Q4 2019 review ‘Phase one’ agreement sees a shift in US-China trade relations. Read more Geffen and Dowey: what we expect from global markets in 2020 Robin Geffen James Dowey Stock markets ended 2019 strongly after a year of political uncertainty and the threat of an escalating trade war between the US and China. In these two short videos, Robin Geffen and James Dowey of the Liontrust Global Equity team provide their outlook for global economic growth and stock markets in 2020, along with why the environment is likely to be more challenging for income investors in the UK. Read more The ESG effect in bond markets Aitken Ross Aitken Ross explains how investing in bonds of companies that benefit society and the environment can potentially enhance returns and reduce volatility. Read more Liontrust Sustainable team challenges companies on zero carbon emissions strategy The Liontrust Sustainable Investment team to challenge companies on zero carbon emissions strategy. The team asks how and when they will decarbonise their businesses. Read more Sizing up the Smaller Companies opportunity in 2020 Matt Tonge Matt Tonge explains what drove last year’s very healthy small cap returns and takes a look at what investors should expect from 2020. Read more Liontrust Asia Income Fund Q4 2019 review ‘Phase one’ agreement sees a shift in US-China trade relations. Read more Liontrust US Opportunities Fund Q4 2019 review We are concerned over what investors may be relying on as ‘safe assets’ ‒ especially in the consumer staples space – that are anything but. Read more