Liontrust GF Special Situations Fund January 2020 review Mixed bag of portfolio updates during busy stockmarket period for trading statements; Savills gains on post-election rebound in real estate investor confidence. Read more Liontrust Global Dividend Fund January 2020 review Examining Visa’s recent purchase of Placid through the lens of the Innovator’s Dilemma. Read more An end to NIRP? David Roberts In January, Sweden’s government bonds moved back to zero after five years in negative territory. David Roberts analyses the impact of the NIRP and whether this might signal the end of negative interest paying bonds. Read more Unbottling the gene genie Laurie Don Gene therapy has the potential to transform the healthcare sector of the future. Laurie Don explains how, and what are the opportunities for investors. Read more Liontrust GF Strategic Bond Fund January 2020 review Two challenges to the growth outlook arose, namely Iranian tensions and the coronavirus outbreak; we believe both will be overcome. Read more Liontrust Strategic Bond Fund January 2020 review Two challenges to the growth outlook arose, namely Iranian tensions and the coronavirus outbreak; we believe both will be overcome. Read more Liontrust GF European Strategic Equity Fund January 2020 review Although market exposure remains c.75%, participation in market weakness amplified by long book holdings in weak energy and materials sectors. Read more Liontrust Global Income Fund January 2020 review Cruise operator Carnival among stocks exposed to coronavirus trade and travel fears but Energias de Portugal a standout performer within buoyant European utilities sector. Read more Article title goes here Read more Liontrust GF European Smaller Companies Fund January 2020 review Energy sector holdings face headwind from falling oil prices amid Chinese coronavirus concerns, but Gaztransport et Technigaz bucks trend to post gain. Read more Liontrust European Growth Fund January 2020 review Energy sector holdings face headwind from falling oil prices amid Chinese coronavirus concerns, but Gaztransport et Technigaz bucks trend to post gain. Read more The Multi-Asset Process January 2020 Market Review In a month dominated by Iran, Coronavirus, impeachment and the start of the US Presidential election, the UK finally and relatively quietly left the EU on 31 January. Read more Geffen and Dowey: what we expect from global markets in 2020 Robin Geffen James Dowey Stock markets ended 2019 strongly after a year of political uncertainty and the threat of an escalating trade war between the US and China. In these two short videos, Robin Geffen and James Dowey of the Liontrust Global Equity team provide their outlook for global economic growth and stock markets in 2020, along with why the environment is likely to be more challenging for income investors in the UK. Read more The ESG effect in bond markets Aitken Ross Aitken Ross explains how investing in bonds of companies that benefit society and the environment can potentially enhance returns and reduce volatility. Read more Liontrust Sustainable team challenges companies on zero carbon emissions strategy The Liontrust Sustainable Investment team to challenge companies on zero carbon emissions strategy. The team asks how and when they will decarbonise their businesses. Read more Sizing up the Smaller Companies opportunity in 2020 Matt Tonge Matt Tonge explains what drove last year’s very healthy small cap returns and takes a look at what investors should expect from 2020. Read more Liontrust Asia Income Fund Q4 2019 review ‘Phase one’ agreement sees a shift in US-China trade relations. Read more Liontrust US Opportunities Fund Q4 2019 review We are concerned over what investors may be relying on as ‘safe assets’ ‒ especially in the consumer staples space – that are anything but. Read more Liontrust US Income Fund Q4 2019 review Healthcare defied its typically defensive characteristics and lead the rally over the quarter. 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