Liontrust GF UK Growth Fund December 2019 review Unilever and RWS Holdings lose ground but majority of portfolio participates in post-election market rally. Read more Living in a digital world Harriet Parker Digital technologies account for more greenhouse gas emissions than civil aviation. To address this, Harriet Parker explores the mitigating and financial benefits of outsourced data centres. Read more 10 fixed income trades for the New Year David Roberts Bond markets delivered strong returns last year against many people’s expectations. What does this mean for finding investment opportunities in 2020? David Roberts offers 10 potential ideas among high-quality sovereign debt. Read more Liontrust European Income Fund November 2019 review Highlights include forecast-beating results from Italian asset manager ANIMA and a new contract for Nordic bus operator Nobina. Read more Liontrust European Enhanced Income Fund November 2019 review Highlights include forecast-beating results from Italian asset manager ANIMA and a new contract for Nordic bus operator Nobina. Read more Liontrust Macro Equity Income Fund November 2019 review Trading updates from Direct Line and Persimmon provide portfolio highlights. Read more Liontrust Macro UK Growth Fund November 2019 review Trading updates from Direct Line and Persimmon provide portfolio highlights. Read more Should investors in China worry about the Hong Kong protests? Mark Williams Six months of protests in Hong Kong have caused significant economic disruption and highlighted the level of discontent with China’s influence. Mark Williams considers China’s intentions towards Hong Kong and outlines the impact on investors in Chinese equities. Read more Investing beyond meat Martyn Jones Long read: Food and farming are responsible for 25% of global emissions. Martyn Jones explores some of the alternative options to meat and the opportunities that have grown (or hopped) into the picture for investors. Read more Will the lower cost of energy fuel global growth? Storm Uru The US became a net exporter of crude oil and refined petroleum products for a full month in September for the first time since the 1940s. Storm Uru explains why and what this means for the economy. Read more Liontrust GF European Strategic Equity Fund November 2019 review Short book limits strong long book performance. Read more Liontrust Global Income Fund November 2019 review Target, Amgen and Detusche Pfandbriefbank all raise guidance during busy third quarter reporting season. Read more Liontrust GF European Smaller Companies Fund November 2019 review Judges Scientific and SimCorp among the highlights as Fund extends gains. Read more Liontrust European Growth Fund November 2019 review Fund adds SocGen and sells Technogym. Read more What the Conservative majority means for investors James Dowey, Olly Russ, Phil Milburn, Jamie Clark & John Husselbee With Boris Johnson and the Conservative Party achieving a large majority in the General Election, Liontrust fund managers provide their initial views and insights on what this means for markets and investments. Read more Liontrust Global Dividend Fund November 2019 review During October, the Fund returned 6.0% compared to the benchmark of 2.5% and the IA global income sector of 2.1%. Read more UK’s productivity threats and opportunities in three charts Mark Martin Mark Martin, manager of the Liontrust UK Mid Cap and UK Opportunities Funds, explains why those companies who have resisted the siren call of short-termism and reinvested in their businesses are giving opportunity to investors. Read more Liontrust UK Micro Cap Fund November 2019 review StatPro and Synnovia exit portfolio as takeovers complete. Read more Liontrust Special Situations Fund November 2019 review Against a risk-on backdrop, there were strong rallies in some stocks previously weighed down by global growth worries. Read more Liontrust UK Smaller Companies Fund November 2019 review Clipper Logistics receives takeover offer. Read more Liontrust UK Growth Fund November 2019 review Against a risk-on backdrop, there were strong rallies in some stocks previously weighed down by global growth worries. Read more Liontrust GF Special Situations Fund November 2019 review Against a risk-on backdrop, there were strong rallies in some stocks previously weighed down by global growth worries. Read more Liontrust GF UK Growth Fund November 2019 review Against a risk-on backdrop, there were strong rallies in some stocks previously weighed down by global growth worries. Read more The Multi-Asset Process November 2019 Market Review It feels like we are enduring a global Groundhog Day with trade disputes continuing, another election in the UK and continued moves towards trying to impeach President Trump. John Husselbee reviews the political and market volatility and looks forward to potential clarity in 2020. Read more A case for bonds – why hold a negative-yielding asset class? John Husselbee Amid all the talk of inverted yield curves, why should investors still own bonds? Read more Rather a buyer than a seller be? John Husselbee Why do fund managers tend to be better buyer than sellers and what does that say about investor psychology? Read more Liontrust Asia Income Fund November 2019 portfolio changes One portfolio addition – Pacific Textiles – and two sales: G8 Education and Silverlake. Read more Liontrust GF Asia Income Fund November 2019 portfolio changes One portfolio addition – Pacific Textiles – and two sales: G8 Education and Silverlake. Read more Liontrust GF Strategic Bond Fund November 2019 review Fund remains significantly underweight duration in face of horrendously over-priced government bond markets. Read more Liontrust Strategic Bond Fund November 2019 review Fund remains significantly underweight duration in face of horrendously over-priced government bond markets. Read more Kicking the UK’s fiscal tyres Phil Milburn As the UK prepares to go back to the polls on 12 December, Phil Milburn takes a look at the state of government finances and analyses some of the promises we can expect over the weeks of campaigning. Read more 10 things everyone should know about high yield bonds Donald Phillips The high yield bond market is currently being ignored by investors, but we believe there are a number of reasons why this asset class should be included in portfolios. In this article, we provide 10 key points to remember about high yield (as well as our own GF High Yield Bond Fund). Read more India’s stockmarket performance at odds with economic slowdown Shashank Savla Indian equities trade at a hefty premium to other Asian equities – one that is not justified by economic trends. With recent GDP data showing the lowest growth rate since 2013, Shashank Savla highlights the reasons for the slowdown and the attempts to reverse this. Read more FRNs – they’ll be there for you Phil Milburn Floating Rate Notes (FRNs) have been a very useful asset management tool for the Global Fixed Income team this year. Phil Milburn looks at the investment characteristics of these bonds and explains why they have been so attractive in 2019. Read more At what point is a company a “tech” company? William Geffen How do you define a tech company? Will Geffen explains how the Global Equity team identifies such companies and why they believe Disney can make investors dreams come true. Read more The Tech Disrupters: Cars, Frozen and deep data. How Disney became a tech titan William Geffen The Liontrust Global Equity team explains Disney’s tech opportunity and why the company has been added to their funds. Read more Active failings should not give passives a free ride John Husselbee Beware the active bad/passive good narrative growing in the wake of recent controversies. Read more The perils of market timing John Husselbee The best active funds typically owe their performance to a small number of months – so why do so many investors still try to time the market? Read more A case for bonds – why hold a negative-yielding asset class? John Husselbee Amid all the talk of inverted yield curves, why should investors still own bonds? Read more Rather a buyer than a seller be? John Husselbee Why do fund managers tend to be better buyer than sellers and what does that say about investor psychology? Read more Liontrust UK Smaller Companies Fund October 2019 review Arbuthnot Banking and CareTech lead portfolio higher following strong Q3 results. Read more Liontrust UK Micro Cap Fund October 2019 review Murgitroyd becomes the sixth fund holding to receive bid interest in 2019. Totally another big riser on new contracts and new business unit. Read more Liontrust UK Growth Fund October 2019 review Weakness in FTSE100 stocks pushes fund lower, as sterling strengthens on Brexit developments. Domino’s Pizza and WH Smith rise on announcements but Hargreaves and consumer staples stocks drop. Read more Liontrust Special Situations Fund October 2019 review Domino’s Pizza rallies on Q3 trading and decision to exit international markets, but weakness in Hargreaves and Reckitts pushes fund to small loss. Read more Liontrust GF UK Growth Fund October 2019 review Weakness in FTSE100 stocks pushes fund lower, as sterling strengthens on Brexit developments. Domino’s Pizza and WH Smith rise on announcements but Hargreaves and consumer staples stocks drop. Read more Liontrust GF Special Situations Fund October 2019 review Domino’s Pizza rallies on Q3 trading and decision to exit international markets, but weakness in Hargreaves and Reckitts pushes fund to small loss. Read more Liontrust European Income Fund October 2019 review New holding in SIG Combibloc, a packaging specialist with a strong economic moat, high barriers to entry, a robust balance sheet, and a progressive dividend policy. Read more Liontrust European Enhanced Income Fund October 2019 review New holding in SIG Combibloc, a packaging specialist with a strong economic moat, high barriers to entry, a robust balance sheet, and a progressive dividend policy. Read more Liontrust European Growth Fund October 2019 review Sterling strength leads to negative returns from European equities; Fund in-line with market following mixed batch of Q3 earnings. Read more Liontrust GF European Strategic Equity Fund October 2019 review Strong long book performance helps Fund outstrip rising market despite only 68% net market exposure. Read more