Liontrust UK Ethical Fund Q3 2018 review Standout event for over Q3 was the acquisition of Jardine Lloyd Thompson by Marsh & McLennan. Read more Liontrust SF UK Growth Fund Q3 2018 review Stocks highlighted include Learning Technology Group, GW Pharma and Cineworld. Read more Liontrust GF Sustainable Future Pan-European Growth Fund Q3 2018 review Stocks highlighted include DNB, 3i and Handelsbanken. Read more Liontrust GF SF European Corporate Bond Fund Q3 2018 review Dollar-denominated bonds key as this credit outperforms. Read more Liontrust SF Cautious Managed Fund Q3 2018 review Underlying business fundamentals remain strong in favoured areas. Read more Liontrust SF Defensive Managed Fund Q3 2018 review Healthcare-focused themes were key drivers over the period. Read more Liontrust SF Managed Fund Q3 2018 review Fund moves neutral in global equities and ups credit overweight. Read more Liontrust SF Global Growth Fund Q3 2018 review In a strong quarter, stocks highlighted include IQVIA and Perkin Elmer. Read more Liontrust SF Absolute Growth Fund Q3 2018 review Managers up cash weighting in face of risk building over coming year. Read more Liontrust European Enhanced Income Fund September 2018 review Covered call strategy reinitiated on 10 holdings. Read more Liontrust European Income Fund September 2018 review French reinsurer SCOR rallies after rejected takeover offer. Read more Liontrust European Growth Fund September 2018 review Rising oil prices help counter trade wars and emerging markets concerns. Read more Liontrust GF European Smaller Companies Fund September 2018 review Gains from mining stocks boost Fund. Read more Liontrust Global Income Fund September 2018 review Fund suffers headwind from low US weighting as S&P 500 reaches new record high. Read more 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