Month

Year

Posts:

Fund manager

Funds:

David Roberts

Look beyond the headline UK inflation figures

David Roberts argues that the UK inflation rate is not what it seems and that negative rates would be a potential horror story for the future. Read more
Peter Michaelis

Nuclear power – still no thanks in 2020?

Liontrust’s Sustainable team has largely avoided nuclear power since a review a decade ago but given this energy’s low carbon emissions – and the increasing urgency of decarbonisation – does this position need to change? Read more
Stuart Steven

Why we favour short duration, investment grade, banks and insurers

As companies prepare for a long recovery from Covid-19, Stuart Steven continues to favour top-tier bonds from banks, insurers and telecom companies where he predicts very limited downgrades in the months ahead. Read more
Peter Michaelis

Should 2020’s unpredictability force a sustainable rethink?

The terrible events of the first half of the year have further highlighted the issues of social inequality and the parlous state of our natural world. Liontrust’s Peter Michaelis explains why capital markets and competition between companies can serve society to help produce a more sustainable world. Read more

Liontrust UK Smaller Companies Fund

May 2020 review

A number of the Fund’s holdings were able to move higher on evidence that trading may prove more resilient to lockdown measures than most; Clipper Logistics was a prominent riser. Read more

Liontrust UK Micro Cap Fund

May 2020 review

Totally - the provider of ‘out-of-hospital’ healthcare services such as NHS 111 – notched up a big gain in May after announced earnings were on course to consensus market expectations. Read more

Liontrust UK Growth Fund

May 2020 review

As investors became more confident of the prospects for economic recovery from Covid-19, a number of the Fund’s holdings rallied – particularly those in the industrials sector. Read more

Liontrust Special Situations Fund

May 2020 review

As investors became more confident of the prospects for economic recovery from Covid-19, a number of the Fund’s holdings rallied – particularly those in the industrials sector. Read more

Liontrust GF UK Growth Fund

May 2020 review

As investors became more confident of the prospects for economic recovery from Covid-19, a number of the Fund’s holdings rallied – particularly those in the industrials sector. Read more

Liontrust GF Special Situations Fund

May 2020 review

As investors became more confident of the prospects for economic recovery from Covid-19, a number of the Fund’s holdings rallied – particularly those in the industrials sector. Read more

Liontrust Global Income Fund

May 2020 review

Materials sector boosted as countries begin easing lockdowns. Read more

Liontrust GF European Strategic Equity Fund

May 2020 review

Short book’s positions in IT and health care sectors weigh on performance. Read more

Liontrust GF European Smaller Companies Fund

May 2020 review

IT and communications services holdings drive returns. Read more

Liontrust European Growth Fund

May 2020 review

Bank of Ireland and BNP Paribas both see earnings hit by Covid-19. Read more

The Multi-Asset Process

May 2020 Market Review

With concerns that surging equity markets are disconnected from fundamentals, John Husselbee looks at what might upset the delicate balance between Covid-19 fallout and the huge stimulus efforts from governments and central banks. Read more

Liontrust GF Strategic Bond Fund

May 2020 review

Investment grade spreads have retraced a large portion of their widening, yet still offer compelling value for the long-term investor. Read more

Liontrust Strategic Bond Fund

May 2020 review

Investment grade spreads have retraced a large portion of their widening, yet still offer compelling value for the long-term investor. Read more

Liontrust Asia Income Fund

May 2020 portfolio changes

King Yuan Electronics sold in order to reduce portfolio exposure to US clampdown on Huawei. Read more

Liontrust Global Dividend Fund

May 2020 review

Companies plugged into the new economy should benefit from the shift in demand towards the digital economy as we emerge from lockdown. Read more
Peter Michaelis

What are the prospects for Sustainable growth in the UK?

Following the enforced behavioural changes by Covid-19, Peter Michaelis analyses which UK stocks may benefit from positive structural growth over the long term. Read more
Julian Fosh

Why we have invested in IMI

The stockmarket setback in March allowed the Economic Advantage team to add a new company to the UK Growth Fund at an attractive price. Fund manager Julian Fosh explains how this high-quality cyclical stock could provide some upside to the eventual economic recovery from Covid-19. Read more
James Dowey

Why investors can’t ignore disruption

Disruption is impacting every sector, and it is becoming increasingly common to see the destruction of products and business models. James Dowey explains disruption, what is driving this and what makes a good disruptive investment. Read more
Phil Milburn

GFI Quarterly: Reasons to be cheerful (as well as fearful)

Covid-19 uncertainty has lowered confidence in economic forecasts. But Phil Milburn explains why there are reasons to be cheerful as well as fearful and where the team is finding investment opportunities in investment grade and high yield. Read more
John Husselbee

The power of blending fund managers

Blending funds and managers is the key extra ingredient in portfolio construction. In this article, John Husselbee interviews two of his UK equity managers to illustrate the benefits of blending. Read more
John Husselbee

Active versus passive: what lockdown adds to the debate

Active and passive funds have performed differently in the downturn and recovery during Covid-19. John Husselbee looks at what this tells us about the best environments for each. Read more

The income case for quality high yield

Phil Milburn & Donald Phillips

With widespread cuts and suspensions to dividends by equities, Donald Phillips and Phil Milburn propose the quality end of high yield as a potential asset class for income investors. Read more
Alex Wedge

Silver linings playbook

Alex Wedge, fund manager in the Economic Advantage team, takes a look at some of the positive themes emerging in the smaller companies and micro-cap space as companies respond to the Covid-19 crisis. 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 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 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
Storm Uru

Why innovation is important to income investing

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
Donald Phillips

Examining high yield bond opportunities after sharp rise in spreads

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
James Inglis-Jones

Should investors protect against further falls or position for a rebound?

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
David Roberts

L’Italia ostaggio delle agenzie rating

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
Robin Geffen

How to maintain dividends in the current market

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