Month

Year

Posts:

Fund manager

Funds:

Liontrust Global Dividend Fund

Q1 2020 review

We only invest in global leaders with strong balance sheets that enjoy a durable competitive advantage. Read more

Liontrust Global Alpha Fund

Q1 2020 review

The Fund’s relative outperformance of both the Index and its sector average in the first quarter can be attributed to its exposure to technology stocks. Read more

Liontrust European Opportunities Fund

Q1 2020 review

The portfolio was more cyclically positioned which proved painful during the sharp market drawdown. Read more

Liontrust Emerging Markets Fund

Q1 2020 review

The underperformance can be almost exclusively explained by the significant underperformance of the Russian and Brazilian markets. Read more

Liontrust China Fund

Q1 2020 review

We took advantage of the dip in the markets to enter into positions in the IT and e-commerce sectors. Read more

Liontrust Balanced Fund

Q1 2020 review

The Fund’s exposure to the technology sector was once again additive to performance during a difficult quarter. Read more
Phil Milburn

Weighing the debits and credits

Phil Milburn analyses the impact of governments’ and central banks’ stimulus in offsetting the potential economic destruction caused by COVID-19 and what this means for bond markets. Read more
David Roberts

Italy in the lap of the rating gods

With Italy’s debt-to GDP likely to breach 150% in the coming months, David Roberts looks at whether the country’s BBB credit rating can survive. Read more

Liontrust GF European Strategic Equity Fund

March 2020 review

Long and short book both see significant declines during coronavirus driven market rout. Read more

Liontrust Global Income Fund

March 2020 review

Widespread dividend cuts announced as companies seek to protect cash reserves. Read more

Liontrust GF European Smaller Companies Fund

March 2020 review

Outlook becomes more positive as severity of sell off sees valuations become much cheaper. Read more

Liontrust European Growth Fund

March 2020 review

Health care stocks a bright spot amid heavy selling across the market. Read more
Mike Appleby

Economic changes post COVID-19: the long and short of it

Mike Appleby analyses the potential short and longer-term impacts of Coronavirus and believes global reaction to the pandemic may provide a blueprint for facing the climate crisis. Read more
Mike Appleby

Economic changes post COVID-19

Today marks the 50th anniversary of Earth Day, with the Liontrust Sustainable Investment team having managed funds in this way for nearly 20 of these years. In this short article, Mike Appleby outlines the likely impact of COVID-19 and why the longer term sustainable trends will be more relevant than ever. Read more

Sustainable Investment – now, more than ever

Neil Brown

Sustainable companies have been working to harness structural change for years and Neil Brown says many are well placed to prove resilient amid the current crisis and help move us towards a cleaner, healthier and safer planet. Read more

Liontrust GF SF Global Growth Fund

Q1 2020 review

Fund tops up PayPal and Visa as digital economy trend likely to accelerate. Read more
Matt McLoughlin

Negative oil prices – how is this possible?

Crude oil was trading at negative prices on the futures markets yesterday (20 April), reaching a low price of -$40.32 a barrel at one stage. This means buyers of future contracts were being paid to own barrels of oil. Liontrust’s Head of Trading Matt McLoughlin explains how this was possible. Read more

Liontrust US Opportunities Fund

Q1 2020 review

Our better performing holdings tended to have more recurring or subscription type revenues in industries less impacted by social distancing measures. Read more

Liontrust US Income Fund

Q1 2020 review

The sharp underperformance of smaller companies and the remarkable relative outperformance of the mega-cap technology stocks was a detractor over the quarter. Read more

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
Peter Michaelis

Investing for a sustainable future

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
John Husselbee

Trend reversal? Tactical asset allocation post-Coronavirus

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