Liontrust Asia Income Fund Q3 2018 review Markets have reacted to a deterioration in the US-China trade spat by shunning risk assets; we are seeing increasing opportunities thrown up by the sell-off. Read more Liontrust GF Asia Income Fund Q3 2018 review Markets have reacted to a deterioration in the US-China trade spat by shunning risk assets; we are seeing increasing opportunities thrown up by the sell-off. Read more Liontrust UK Growth Fund September 2018 review Four new stocks added: Coats, Sage, Synthomer and TI Fluid Systems. Read more Liontrust UK Micro Cap Fund September 2018 review Mixed fortunes for a number of companies reporting mid-year results. Read more Liontrust Special Situations Fund September 2018 review Three new stocks added: Coats, Sage and TI Fluid Systems. Read more Liontrust UK Smaller Companies Fund September 2018 review Large gains for Craneware and Learning Technologies. Read more Liontrust GF European Strategic Equity Fund September 2018 review Long and short book both contribute to positive performance. Read more Liontrust Macro Equity Income Fund September 2018 review Market and Fund returns pivot on two late-month political events: the EU’s rejection of the ‘Chequers Plan’ and the Italian government’s budget proposals. Read more Liontrust Macro UK Growth Fund September 2018 review Market and Fund returns pivot on two late-month political events: the EU’s rejection of the ‘Chequers Plan’ and the Italian government’s budget proposals. Read more The Multi-Asset Process September 2018 Market Review To tariff or not to tariff? As Donald Trump adds a new verb to the economic lexicon, John Husselbee explains how familiar concerns are creating opportunities for investors seeking cheaper assets. Read more Liontrust GF Absolute Return Bond Fund Q3 2018 review Some of the Fund’s market carry was eroded but its alpha sources added value. Read more Liontrust GF High Yield Bond Fund Q3 2018 review Maintaining conviction that US dollar-denominated high yield bonds offer better value than euro-denominated bonds. Read more Liontrust GF Strategic Bond Fund September 2018 review Duration lengthened slightly to take advantage of improved value. Read more Liontrust Strategic Bond Fund September 2018 review Duration lengthened slightly to take advantage of improved value. Read more Liontrust European Income Fund August 2018 review Telecoms and finance holdings follow sectors lower, but Komax provides a bright spot. Read more Liontrust European Enhanced Income Fund August 2018 review Telecoms and finance holdings follow sectors lower, but Komax provides a bright spot. Read more Liontrust GF Strategic Bond Fund August 2018 review Three main themes created volatility that the Fund was able to exploit: President Trump’s ongoing trade wars, a growing emerging markets’ crisis in Turkey and Argentina, and the continued political tensions ahead of Italy’s budget setting. Read more Liontrust Strategic Bond Fund August 2018 review Three main themes created volatility that the Fund was able to exploit: President Trump’s ongoing trade wars, a growing emerging markets’ crisis in Turkey and Argentina, and the continued political tensions ahead of Italy’s budget setting. Read more Liontrust UK Micro Cap Fund August 2018 review Bioquell and Pennant International drive positive returns. Read more Liontrust UK Smaller Companies Fund August 2018 review Two largest contributors to monthly performance – Bioquell and Statpro – both issue half-year results. Read more Liontrust UK Growth Fund August 2018 review Good half-year results from Aggreko and Wood Group help fund prove resilient to market weakness. Read more Liontrust Special Situations Fund August 2018 review Imimobile added to portfolio while Fidessa exits following takeover. Read more Liontrust GF Special Situations Fund August 2018 review Imimobile added to portfolio while Fidessa exits following takeover. Read more Liontrust Global Income Fund August 2018 review US stocks rally despite emerging market and trade concerns. Read more Liontrust GF European Strategic Equity Fund August 2018 review Emerging market and trade concerns weigh on European equity returns. Read more Liontrust GF European Smaller Companies Fund August 2018 review Mining stocks weigh on Fund returns. Read more Liontrust European Growth Fund August 2018 review Fund resilient in down market following market beating results from Peab and SimCorp. Read more Liontrust GF Asia Income Fund August 2018 portfolio changes Portfolio changes include sale of Kingbaord Laminates, one of the few holdings which is vulnerable to a protracted US-China trade war. Read more Liontrust Asia Income Fund August 2018 portfolio changes Portfolio changes include sale of Kingbaord Laminates, one of the few holdings which is vulnerable to a protracted US-China trade war. Read more Liontrust Macro UK Growth Fund August 2018 review ‘Avoiding Tobacco’ macro-theme and low general exposure to bond-proxies provides some protection against weakness. Read more Liontrust Macro Equity Income Fund August 2018 review ‘Avoiding Tobacco’ macro-theme and low general exposure to bond-proxies provides some protection against weakness. Read more The Multi-Asset Process August 2018 Market Review The usual tranquillity associated with August was shattered this year by a rate rise in the UK, volatility in Turkey and trade wars along with the usual fun and games surrounding Trump and the Brexit negotiations. John Husselbee looks at who are some of the winners and losers. Read more Liontrust UK Growth Fund July 2018 review Large caps star as pound slips to 2018 low. Read more Liontrust GF Special Situations Fund July 2018 review Large caps star as pound slips to 2018 low. Read more Liontrust Special Situations Fund July 2018 review Large caps star as pound slips to 2018 low. Read more Liontrust UK Micro Cap Fund July 2018 review Fund participates in Nucleus Financial IPO. Read more Liontrust UK Smaller Companies Fund July 2018 review dotDigital is strongest performer amid heavy corporate newsflow. Read more Liontrust European Enhanced Income Fund July 2018 review Takeover interest boosts Italian phone-mast operator EI Towers. Read more Liontrust European Income Fund July 2018 review Banks and pharma sector holdings prominent as earnings season dominates. Read more Liontrust GF Asia Income Fund July 2018 portfolio changes Switching out of Gigabyte and into Wistron, a Taiwanese tech stock with strong earnings momentum. Read more Liontrust Asia Income Fund July 2018 portfolio changes Switching out of Gigabyte and into Wistron, a Taiwanese tech stock with strong earnings momentum. Read more Liontrust GF European Smaller Companies Fund July 2018 review Robust interim results from a number of portfolio holdings. Read more Liontrust European Growth Fund July 2018 review Peugeot rises on interim results and hopes of improvement in US/Europe trade dispute. Read more Liontrust Global Income Fund July 2018 review Financials sector holdings account for around half of portfolio’s gain. Read more Liontrust Macro Equity Income Fund July 2018 review Global Pharma theme receives boost from Q2 earnings season. Read more Liontrust Macro UK Growth Fund July 2018 review Global Pharma theme receives boost from Q2 earnings season. Read more Liontrust GF European Strategic Equity Fund July 2018 review European autos boosted after US, EU trade agreement. Read more The Multi-Asset Process July 2018 Market Review No respite from Trade and Brexit worries as we enter holiday season. Read more Liontrust GF Strategic Bond Fund July 2018 review Fund captures reversal of risk-off sentiment. Read more Liontrust Strategic Bond Fund July 2018 review Fund captures reversal of risk-off sentiment. Read more