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Fund manager

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David Roberts

Central banks exacerbate extraordinary bond markets

Following another round of vacillating central bank meetings last week, David Roberts asks whether officials are managing monetary policy to support the economy or simply to boost the value of financial assets. Read more
Donald Phillips

Measuring success in high yield

With the GF High Yield Bond Fund passing its first year anniversary, co-manager Donald Phillips explains why measuring performance against traditional indices has limitations and why the Fund is pursuing a no-junk, anti-thematic approach. Read more
John Husselbee

What I learnt from my US visit

Following a recent visit to Chicago for the annual Morningstar Investment Conference, John lists his key takeaways from this influential event. Read more
John Husselbee

Chart Of The Month

May 2019

May’s Chart Of The Month shows US outperformance relative to the rest of the world during John Husselbee's 30+ year career. Read more
James Inglis-Jones

Why we’ve raised our net exposure

The Liontrust GF European Strategic Equity Fund has almost doubled its market exposure from 35% to 67%. James Inglis-Jones and Samantha Gleave explain what has driven this change. Read more
David Roberts

Has the Fed taken away the punchbowl?

Following interest rates being kept on hold last night, markets reacted strongly to the Chair of the Federal Reserve, Jerome Powell, reiterating his view that the next move will be data dependent and they could go up or down. David Roberts looks at whether this changes anything for markets and investors. Read more
Mike Appleby

Investing towards a net zero emissions world

The government’s official advisers, the Committee on Climate Change (CCC), have recommended this morning that the UK’s greenhouse gas emissions should fall to net zero by 2050. Mike Appleby explains the implications for investors, how the Sustainable Investment team’s portfolios are invested in ingenious, efficient businesses whose profits grow in line with demand for their solutions for greenhouse gases and how investing in this way can help the move to a healthier and cleaner world. Read more
Mike Appleby

Increasing tailwinds behind renewables

With wind and solar now the UK’s cheapest forms of electricity, Mike Appleby posits renewables will be virtually impossible to compete against economically as early as 2025. Read more

Where next for interest rates in the US, Europe and UK?

Olly Russ, Phil Milburn, David Roberts, Jamie Clark and Stuart Steven

With the direction of interest rates looking very much up in the air, we asked some of our fund managers what we should expect from US, European and UK central banks this year. Read more

Eight investment lessons from Game of Thrones

David Roberts, Simon Clements, Matt Tonge, John Husselbee, Carolyn Chan, Jamie Clark, James Inglis-Jones and Olly Russ

Millions of people will be gripped by the battle for the Iron Throne in the final season of Game of Thrones. As the fantasy saga enters its final phase, Liontrust fund managers highlight eight investment lessons from key characters in Westeros. Read more
Donald Phillips

Looking through a zombie apocalypse

With growing focus on the so-called ‘zombie’ end of the high yield market, kept alive by years of loose monetary policy, Donald Phillips considers the impact on the sector – and the opportunity – if these walking dead were wiped out. Read more
David Roberts

Ten trades to put a spring in your step

Ahead of the first anniversary of the Liontrust Strategic Bond and GF Strategic Bond Funds, David Roberts outlines 10 trades where he sees opportunities for investors over the coming months. Read more
Mike Appleby

Aligning our funds with the UN Sustainable Development Goals

The UN’s Sustainable Development Goals (SDGs) are a comprehensive way of thinking about and reporting on sustainable investing. Mike Appleby explains how the Liontrust Sustainable Investment team aligns its themes with the SDGs and the impact of doing so. Read more
Phil Milburn

This is what it sounds like when doves coo

Having warned of ‘screaming markets’ under over-zealous Fed tightening, Phil Milburn analyses the friendlier noises emanating from the newly dovish central bank and the opportunities in such an environment. Read more
David Roberts

Fed entering the danger zone

With further dovish noises from the Federal Reserve, David Roberts considers the possible consequences of kicking the policy normalisation can down the road. Read more
John Husselbee

Husselbee on Axa UK Select Opportunities

With long-term Axa UK Select Opportunities manager Nigel Thomas retiring this month, John Husselbee explains why he is keeping the fund in his portfolios. Read more
Mike Appleby

Investing to reduce carbon emissions

How we generate and consume energy is undergoing huge change but the science is telling us to act ever faster to reduce greenhouse gas emissions. Mike Appleby explains how our Sustainable funds are emitting less carbon than the markets in which they invest and the potential benefits for investors. Read more
Victoria Stevens

Victoria Stevens reflects on three years co-managing Liontrust UK Micro Cap

As the Liontrust UK Micro Cap Fund hits its 3 Year Anniversary - and on International Women’s Day - co-manager Victoria Stevens reflects on her first three years running investments. Read more
John Husselbee

Dunn’s Law – more fuel for the active/passive fire?

John Husselbee runs the rule over Dunn’s Law, a theory out of the US increasingly used to stoke the active/passive debate. Read more
John Husselbee

Thoughts on a no deal Brexit

John Husselbee, Head of Multi-Asset at Liontrust, has been asked by many clients recently what changes he and Paul Kim will make to their portfolios in the event of a no-deal Brexit. Click here to read what they are telling clients as the clock ticks down towards 11pm on 29 March. Read more

Liontrust’s long-term relationships

Matt Tonge, Mike Appleby, Olly Russ, Carolyn Chan, Stephen Bailey & Samantha Gleave

Ahead of Valentine’s Day, our fund managers discuss the long-term relationships they’ve had with companies they invest in and why, even after years together, they still find them attractive. Read more
Jack Willis

Fallen angel risk – not all BBB bonds are created equal

Recent comments from Big Short guru Steve Eisman about growing risk in the BBB bond space have understandably raised concerns. Jack Willis argues that the increasing size and scope of this sector precludes sweeping judgements and explains how an active approach can sidestep the higher-risk segments. Read more
Mike Appleby

The materials challenge – from linear to circular

While plastic pollution continues to dominate the news agenda, Mike Appleby explains how a more nuanced look at the broader materials sector can potentially reap rewards for investors. Read more
David Roberts

Reconciling eurozone inflation and a German budget surplus

David Roberts suggests European Central Bank policy to keep interest rates at emergency levels – despite stable inflation – continues to distort markets. Read more
Phil Milburn

Are we nearly there yet?

Bond market reaction to yesterday’s dovish Fed comments suggests this new policy stance is wrong given current data. Wages are rising, inflation near target; Phil Milburn discusses how this is not the time to stop tightening and increases the risk of sharp correction. Read more
John Husselbee

How to avoid FOMO investing

With fear of missing out tendencies driving investor behaviour over recent years, John Husselbee stresses the importance of ignoring market noise. Read more
David Roberts

Where is the emergency?

Following yesterday’s ECB meeting, David Roberts questions why emergency policy rates are needed when Super Mario has our back. Read more

Liontrust’s Seven New Year Opportunities

Mike Appleby, David Roberts, Olly Russ, Mark Williams, Jamie Clark, John Husselbee & Victoria Stevens

Market turbulence kept investors on their toes at the end of 2018. Amid all the uncertainty, see what opportunities Liontrust fund managers are finding in 2019. Read more
David Roberts

What to expect from bonds in 2019

There have been few safe havens in bonds in 2018. In a long read, David Roberts reviews 2018 and discusses prospects and opportunities for bond markets next year. Read more
Matt McLoughlin

Liontrust’s traders go Christmas shopping

With the season very much upon us, Liontrust’s Head of Trading Matt McLoughlin, outlines what Christmas shopping and the day job have in common. Read more
David Roberts

Opportunity knocks in high yield

Why we have tripled our high yield exposure in our Strategic Bond funds. Read more
Simon Clements

Simon Clements’ letter from America

As those across the Atlantic gear up for a day of feasting, “football” and family this Thanksgiving Thursday, Simon Clements reflects on his recent trip to the US, and the investment opportunities arising in Boston, Chicago and Milwaukee. Read more

Europe acts to tackle single-use plastics

Neil Brown

Neil Brown highlights boost for companies tackling plastic pollution as European politicians look to ban worst single-use products. Read more
Phil Milburn

End of the beginning?

Does the recent volatility mean this is the end of the beginning or the beginning of the end? Phil Milburn analyses where we are in the market cycle and what this means for investors. Read more

Liontrust’s Ghoulish Gallery

David Roberts, Jamie Clark, Mike Appleby, Mark Williams, Olly Russ, James Inglis-Jones, Victoria Stevens & John Husselbee

We have put together 8 scary investment charts for Hallowe’en. If you feel brave enough, brace yourself and enter our fund managers’ ghoulish gallery. Read more
Stuart Steven

Managing funds in a more volatile market

Global bond markets are experiencing increased volatility and therefore the heightened potential for macro shocks. Stuart Steven, co-manager of the Liontrust Monthly Income Bond Fund, explains the tools that can be used to seek to manage volatility and mitigate against macro shocks. Read more
David Roberts

Why we continue to avoid Italy

Any investors shorting Italian government bonds will have suffered during September. David Roberts explains that while Italian debt will begin to look attractive again, he is yet to start investing. Read more

How we're investing in a fast changing world

Peter Michaelis, Simon Clements & Neil Brown

Our five themes for Good Money Week Read more
David Roberts

A change of tack for Super Mario

With cracks starting to appear in core European debt, David Roberts reflects on an apparent change of tone for ECB President Mario Draghi Read more
Simon Clements

Constructing a revolution

Design errors on large construction projects can cost millions to fix and waste huge amounts of time. Simon Clements outlines advances in Building Information Modelling (BIM), which is revolutionising how these projects are managed, and the investment opportunities this is presenting. Read more
Mike Appleby

Assessing the social side of ESG

Social is the toughest of the ESG trio to analyse but with growing client demand for data on how companies affect people’s everyday lives, Mike Appleby highlights the team’s developing work with social indicators. Read more

Lehman Brothers – 10 years on: lessons learnt

In the third and final instalment of a series marking the 10-year anniversary of Lehman Brothers’ collapse, Liontrust fund managers reflect on the lessons learnt from the Global Financial Crisis (GFC) and how close we are to it happening again. Read more
Jack Willis

Opportunities coming down the line for telecoms

With the telecoms sector returning to growth, Jack Willis explains why this is one of the favoured areas for the Liontrust Monthly Income Bond Fund and where they are finding investment opportunities. Read more
Matt Tonge

How we’re playing the video gaming market

Liontrust UK Micro Cap co-manager Matt Tonge explains how he’s playing the video gaming market. Read more
Peter Michaelis

How our themes are evolving

Every summer, the Sustainable Investment team analyses and challenges all its themes to ensure they can drive performance in the future. Peter Michaelis explains how the latest review has led to the removal of four themes and the addition of two new ones. Read more

Lehman Brothers – 10 years on: the policy response

Phil Milburn, Olly Russ, James Inglis-Jones, Anthony Cross & Jamie Clark

In the second of a three-part series to mark the 10-year anniversary of Lehman Brothers’ collapse, Liontrust fund managers discuss the policy response to the Global Financial Crisis (GFC), the impact on capital markets and the outlook now as the emergency policy measures for developed markets are being withdrawn. Read more
David Roberts

10 alternative trades I could have done in summer

Following on from revealing ten potential summer trades last month, David Roberts has gone back to his ideas book to find ten further opportunities for the more risk tolerant bond investors out there. Read more
Martyn Jones

An ocean of opportunity (in fishing nets and carpets)

With plastic pollution continuing to dominate headlines, Martyn Jones highlights a recent stock addition to our SF funds that is making waves in the growing area of regenerated materials. Read more
John Husselbee

Jellyfish, roast Turkey and a lucky gold ring

John Husselbee surveys the investment landscape as summer draws to a close, with recent months reinforcing the importance of riding out short-term market stings. Read more
David Roberts

Trio of concerns start to bite

With markets growing jittery as QE fears, Italian debt worries and emerging market selloffs start to bite, David Roberts outlines his current thinking. Read more