Look beyond the headline UK inflation figures David Roberts 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 Nuclear power – still no thanks in 2020? Peter Michaelis 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 Why we favour short duration, investment grade, banks and insurers Stuart Steven 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 Should 2020’s unpredictability force a sustainable rethink? Peter Michaelis 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 What are the prospects for Sustainable growth in the UK? Peter Michaelis 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 Why we have invested in IMI Julian Fosh 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 Why investors can’t ignore disruption James Dowey 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 GFI Quarterly: Reasons to be cheerful (as well as fearful) Phil Milburn 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 The power of blending fund managers John Husselbee 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 Active versus passive: what lockdown adds to the debate John Husselbee 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 Silver linings playbook Alex Wedge 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 Why innovation is important to income investing Storm Uru 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 Examining high yield bond opportunities after sharp rise in spreads Donald Phillips 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 Should investors protect against further falls or position for a rebound? James Inglis-Jones 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 L’Italia ostaggio delle agenzie rating David Roberts 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 How to maintain dividends in the current market Robin Geffen 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