Liontrust European Enhanced Income Fund February 2020 review Market weakness feeds through portfolio during coronavirus-driven sell-off. Read more Liontrust European Income Fund February 2020 review Market weakness feeds through portfolio during coronavirus-driven sell-off. Read more Liontrust Macro Equity Income Fund February 2020 review Fund declines amid broad-based market weakness; Redrow added to Infrastructure Spending theme. Read more Liontrust Macro UK Growth Fund February 2020 review Fund declines amid broad-based market weakness. Read more Liontrust Global Income Fund February 2020 review Travel companies issue warnings as coronavirus outbreak widens. Read more Liontrust GF European Strategic Equity Fund February 2020 review Mining and oil stocks weigh on long book amid coronavirus-driven sell-off. Read more Liontrust GF European Smaller Companies Fund February 2020 review Coronavirus rout hits WH Smith shares. Read more Liontrust European Growth Fund February 2020 review Adidas sees business activity slump in China. Read more Liontrust Global Dividend Fund February 2020 review Markets finish February with heavy indiscriminate selling amid coronavirus outbreak. Read more Liontrust GF Asia Income Fund February 2020 portfolio changes The Asia Income team has made minimal portfolio changes as a result of the Coronavirus outbreak but they have added two stocks they identified before the crisis and that could benefit from Chinese efforts to revive the economy. Read more Liontrust Asia Income Fund February 2020 portfolio changes The Asia Income team has made minimal portfolio changes as a result of the Coronavirus outbreak but they have added two stocks they identified before the crisis and that could benefit from Chinese efforts to revive the economy. Read more Liontrust UK Smaller Companies Fund February 2020 review The portfolio of profitable companies with robust balance sheets should prove more resilient than the average small cap to any demand downturn. Read more Liontrust UK Micro Cap Fund February 2020 review Two new stocks added to Fund: Inspecs and Churchill China. Read more Liontrust UK Growth Fund February 2020 review Cash weighting reduced as market dislocation used to top-up positions in holdings. Read more Liontrust Special Situations Fund February 2020 review The investment process has served the Fund well during previous bouts of turbulence and its characteristics could prove important again. Read more Liontrust GF UK Growth Fund February 2020 review Cash weighting reduced as market dislocation used to top-up positions in holdings. Read more Liontrust GF Special Situations Fund February 2020 review The investment process has served the Fund well during previous bouts of turbulence and its characteristics could prove important again. Read more The Multi-Asset Process February 2020 Market Review John Husselbee reviews the economic and market impact of Coronavirus, looking at what this might mean for investors. Read more Liontrust GF Strategic Bond Fund February 2020 review The Fund had enough duration, approximately 2.75 years, to provide mitigation to the generic credit widening seen throughout the market. Read more Liontrust Strategic Bond Fund February 2020 review The Fund had enough duration, approximately 2.75 years, to provide mitigation to the generic credit widening seen throughout the market. Read more Liontrust UK Smaller Companies Fund January 2020 review Nasstar exits portfolio on completion of takeover. Read more Liontrust UK Micro Cap Fund January 2020 review Frenkel Topping jumps following bid interest. Read more Liontrust UK Growth Fund January 2020 review Mixed bag of portfolio updates during busy stockmarket period for trading statements; BAE Systems rallies on acquisitions. Read more Liontrust 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 GF UK Growth Fund January 2020 review Mixed bag of portfolio updates during busy stockmarket period for trading statements; BAE Systems rallies on acquisitions. Read more 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 European Income Fund January 2020 review Defensive sectors soar amid coronavirus outbreak. Read more Liontrust European Enhanced Income Fund January 2020 review Defensive sectors soar amid coronavirus outbreak. 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 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 Macro Equity Income Fund January 2020 review The Bank of England’s late-month decision to keep rates on hold tells us that a post-election economic bounce, however shallow, is presently underway. This bodes well for our value-rated UK banks, life insurers, housebuilders and building materials businesses. Read more Liontrust Macro UK Growth Fund January 2020 review The Bank of England’s late-month decision to keep rates on hold tells us that a post-election economic bounce, however shallow, is presently underway. This bodes well for our value-rated UK banks, life insurers, housebuilders and building materials businesses. 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 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 Liontrust GF Asia Income Fund Q4 2019 review ‘Phase one’ agreement sees a shift in US-China trade relations. 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 UK Opportunities Fund Q4 2019 review We continue to see exciting opportunities to invest in undervalued companies in the smaller part of the market. Read more Liontrust UK Mid Cap Fund Q4 2019 review Strong performance over the quarter came from a long-term holding, Consort Medical, which announced it had been approached to be bought at a significant premium. 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