Liontrust US Income Fund Q4 2019 review Healthcare defied its typically defensive characteristics and lead the rally over the quarter. Read more Liontrust UK Opportunities Fund Q4 2019 review We continue to see exciting opportunities to invest in undervalued companies in the smaller part of the market. Read more Liontrust UK Mid Cap Fund Q4 2019 review Strong performance over the quarter came from a long-term holding, Consort Medical, which announced it had been approached to be bought at a significant premium. Read more Liontrust Russia Fund Q4 2019 review Fund continues to offer diversified exposure in sectors that are not present in the benchmark. Read more Liontrust Latin America Fund Q4 2019 review Moving into 2020, economic acceleration and reform momentum will be key drivers in Brazil. Read more Liontrust Japan Opportunities Fund Q4 2019 review The depreciation of the yen can be attributed to being the main cause of the Fund’s outperformance over the quarter. Read more Liontrust Japan Equity Fund Q4 2019 review The Fund’s underlying equity portfolio showed remarkably divergent performance across individual stocks within each sector. Read more Liontrust India Fund Q4 2019 review The Fund benefited on a relative basis from an underweight position in the consumer staples sector. Read more Liontrust Income Fund Q4 2019 review Fund's equally-weighted approach remains as important as ever. Read more Liontrust Global Technology Fund Q4 2019 review We continue to be very optimistic about the future returns from technology companies. Read more Liontrust Global Smaller Companies Fund Q4 2019 review Fund’s outperformance over the quarter was predominately driven by its technology exposure. Read more Liontrust Global Equity Fund Q4 2019 review Fund's performance attributed to focus on companies that are the leaders and beneficiaries of disruptive growth trends across the global economy. Read more Liontrust Global Dividend Fund Q4 2019 review Whilst valuations in some areas of the market have now become extended, we remain positive on investing in Global Leaders. Read more Liontrust Global Alpha Fund Q4 2019 review The Fund’s outperformance relative to the benchmark can largely be attributed to its technology related positions. Read more Liontrust European Opportunities Fund Q4 2019 review Portfolio maintains a strong value bias, with valuations at a material discount to both the market and peers. Read more Liontrust Emerging Markets Fund Q4 2019 review Emerging markets sparked into life in the final quarter and enjoyed a significant rally. Read more Liontrust China Fund Q4 2019 review The Fund's e-commerce names performed well after growth acceleration and strong execution in smaller cities. Read more Why we’re underweight energy in our Russia fund Thomas Smith Russia has made huge strides in recent years away from a reliance on the price of oil. Here, Thomas Smith explains why the team is underweight energy in the Liontrust Russia Fund and where they are finding valuable opportunities. Read more Liontrust Balanced Fund Q4 2019 review The Fund’s exposure to the technology sector was once again additive to the overall returns. Read more Liontrust UK Ethical Fund Q4 2019 review Sophos, L&G and Kingspan among top performers over Q4. Read more Liontrust SF UK Growth Fund Q4 2019 review Helios Towers added to portfolio on IPO during quarter. Read more Liontrust GF SF Pan-European Growth Fund Q4 2019 review Two IPOs contribute to returns over Q4, as fund adds Helios Towers and TeamViewer. Read more Liontrust SF Managed Fund Q4 2019 review Asset allocation positive over Q4 as equities deliver strong returns and cash and bonds underperform. Read more Liontrust SF Global Growth Fund Q4 2019 review Top holdings over Q4 include Trupanion, Autodesk and Abcam. Read more Liontrust SF European Growth Fund Q4 2019 review Top holdings include ASML and Infineon as semiconductor names end 2019 on high. Read more Liontrust GF SF European Corporate Bond Fund Q4 2019 review Fund reduces duration short over quarter on valuation grounds. Read more Liontrust SF Defensive Managed Fund Q4 2019 review Top holdings over quarter include CSL, Ringkjoebing Landbobank and St. James’s Place. Read more Liontrust SF Corporate Bond Fund Q4 2019 review Stock selection in favoured insurers and banks sectors continues to drive returns. Read more Liontrust SF Cautious Managed Fund Q4 2019 review Trupanion and Abcam back among top names after weaker Q3. Read more Liontrust SF Absolute Growth Fund Q4 2019 review Fund moves to overweight equities and underweight cash as economic momentum improves. Read more Liontrust Monthly Income Bond Fund Q4 2019 review Underweight duration and overweight credit beta positions both positive in Q4. Read more Liontrust European Growth Fund December 2019 review Oil companies help Fund outpace the market. Read more Liontrust Global Income Fund December 2019 review Fund yield continues to exceed the MSCI World Index. Read more Liontrust GF European Strategic Equity Fund December 2019 review UK-listed stocks help power long book gains. Read more Liontrust Global Dividend Fund December 2019 review Technology led the market in 2019, predominantly driven by Apple. In 2020, we expect the earnings to inflect. Read more Liontrust GF European Smaller Companies Fund December 2019 review Oil companies help Fund outpace the market. Read more Déjà vu all over again? John Husselbee Boris Johnson manned the sleigh as the world enjoyed a Santa rally at the end of 2019 and the best year for equities since 2009. John Husselbee reviews what led this upturn and analyses what is likely to drive markets in 2020. Read more The Multi-Asset Process December 2019 Market Review December brings long-awaited developments on Brexit and trade. Read more Liontrust Macro Equity Income Fund December 2019 review The Fund’s spread of UK housebuilders, building materials businesses and financials performed strongly as political certainty refreshed investor appetite for value-rated companies with explicit UK exposure. Read more Liontrust Macro UK Growth Fund December 2019 review The Fund’s spread of UK housebuilders, building materials businesses and financials performed strongly as political certainty refreshed investor appetite for value-rated companies with explicit UK exposure. Read more 10 bond ideas for 2020 Phil Milburn Phil Milburn provides 10 investment opportunities in bonds at a time when fixed income markets are expensive and stock selection remains key. Read more Liontrust GF Absolute Return Bond Fund Q4 2019 review New allocation position uses credit default swaps to take short exposure to financials sector spreads relative to wider market. Read more Liontrust GF High Yield Bond Fund Q4 2019 review Sector positioning a small drag on relative performance during year-end rally as low-quality and energy bonds outperform, reversing the 2019 trend. Read more Liontrust GF Strategic Bond Fund December 2019 review Duration tactically increased during December to take advantage of yield increase on low volumes. Read more Liontrust Strategic Bond Fund December 2019 review Duration tactically increased during December to take advantage of yield increase on low volumes. Read more Liontrust GF Special Situations Fund December 2019 review The Pebble Group added to the portfolio. Read more Liontrust UK Smaller Companies Fund December 2019 review Cohort releases strong interim results and announces its sixth acquisition. Read more Liontrust UK Micro Cap Fund December 2019 review Confident outlook comments help Solid State finish 2019 on a high. Read more Liontrust UK Growth Fund December 2019 review Unilever and RWS Holdings lose ground but majority of portfolio participates in post-election market rally. Read more Liontrust Special Situations Fund December 2019 review The Pebble Group added to the portfolio. Read more