Month

Year

Posts:

Fund manager

Funds:

Liontrust GF European Strategic Equity Fund

November 2019 review

Short book limits strong long book performance. Read more

Liontrust Global Income Fund

November 2019 review

Target, Amgen and Detusche Pfandbriefbank all raise guidance during busy third quarter reporting season. Read more

Liontrust GF European Smaller Companies Fund

November 2019 review

Judges Scientific and SimCorp among the highlights as Fund extends gains. Read more

Liontrust European Growth Fund

November 2019 review

Fund adds SocGen and sells Technogym. Read more

Liontrust Global Dividend Fund

October 2019 review

During October, the Fund returned 6.0% compared to the benchmark of 2.5% and the IA global income sector of 2.1%. Read more
Mark Martin

UK’s productivity threats and opportunities in three charts

Mark Martin, manager of the Liontrust UK Mid Cap and UK Opportunities Funds, explains why those companies who have resisted the siren call of short-termism and reinvested in their businesses are giving opportunity to investors. Read more

Liontrust UK Micro Cap Fund

November 2019 review

StatPro and Synnovia exit portfolio as takeovers complete. Read more

Liontrust Special Situations Fund

November 2019 review

Against a risk-on backdrop, there were strong rallies in some stocks previously weighed down by global growth worries. Read more

Liontrust UK Smaller Companies Fund

November 2019 review

Clipper Logistics receives takeover offer. Read more

Liontrust UK Growth Fund

November 2019 review

Against a risk-on backdrop, there were strong rallies in some stocks previously weighed down by global growth worries. Read more

Liontrust GF Special Situations Fund

November 2019 review

Against a risk-on backdrop, there were strong rallies in some stocks previously weighed down by global growth worries. Read more

Liontrust GF UK Growth Fund

November 2019 review

Against a risk-on backdrop, there were strong rallies in some stocks previously weighed down by global growth worries. Read more

The Multi-Asset Process

November 2019 Market Review

It feels like we are enduring a global Groundhog Day with trade disputes continuing, another election in the UK and continued moves towards trying to impeach President Trump. John Husselbee reviews the political and market volatility and looks forward to potential clarity in 2020. Read more
John Husselbee

A case for bonds – why hold a negative-yielding asset class?

Amid all the talk of inverted yield curves, why should investors still own bonds? Read more
John Husselbee

Rather a buyer than a seller be?

Why do fund managers tend to be better buyer than sellers and what does that say about investor psychology? Read more

Liontrust Asia Income Fund

November 2019 portfolio changes

One portfolio addition – Pacific Textiles – and two sales: G8 Education and Silverlake. Read more

Liontrust GF Asia Income Fund

November 2019 portfolio changes

One portfolio addition – Pacific Textiles – and two sales: G8 Education and Silverlake. Read more

Liontrust GF Strategic Bond Fund

November 2019 review

Fund remains significantly underweight duration in face of horrendously over-priced government bond markets. Read more

Liontrust Strategic Bond Fund

November 2019 review

Fund remains significantly underweight duration in face of horrendously over-priced government bond markets. Read more
Phil Milburn

Kicking the UK’s fiscal tyres

As the UK prepares to go back to the polls on 12 December, Phil Milburn takes a look at the state of government finances and analyses some of the promises we can expect over the weeks of campaigning. Read more
Donald Phillips

10 things everyone should know about high yield bonds

The high yield bond market is currently being ignored by investors, but we believe there are a number of reasons why this asset class should be included in portfolios. In this article, we provide 10 key points to remember about high yield (as well as our own GF High Yield Bond Fund). Read more
Shashank Savla

India’s stockmarket performance at odds with economic slowdown

Indian equities trade at a hefty premium to other Asian equities – one that is not justified by economic trends. With recent GDP data showing the lowest growth rate since 2013, Shashank Savla highlights the reasons for the slowdown and the attempts to reverse this. Read more
Phil Milburn

FRNs – they’ll be there for you

Floating Rate Notes (FRNs) have been a very useful asset management tool for the Global Fixed Income team this year. Phil Milburn looks at the investment characteristics of these bonds and explains why they have been so attractive in 2019. Read more
William Geffen

At what point is a company a “tech” company?

How do you define a tech company? Will Geffen explains how the Global Equity team identifies such companies and why they believe Disney can make investors dreams come true. Read more
William Geffen

The Tech Disrupters: Cars, Frozen and deep data. How Disney became a tech titan

The Liontrust Global Equity team explains Disney’s tech opportunity and why the company has been added to their funds. Read more
John Husselbee

Active failings should not give passives a free ride

Beware the active bad/passive good narrative growing in the wake of recent controversies. Read more
John Husselbee

The perils of market timing

The best active funds typically owe their performance to a small number of months – so why do so many investors still try to time the market? Read more
John Husselbee

A case for bonds – why hold a negative-yielding asset class?

Amid all the talk of inverted yield curves, why should investors still own bonds? Read more
John Husselbee

Rather a buyer than a seller be?

Why do fund managers tend to be better buyer than sellers and what does that say about investor psychology? Read more

Liontrust UK Smaller Companies Fund

October 2019 review

Arbuthnot Banking and CareTech lead portfolio higher following strong Q3 results. Read more

Liontrust UK Micro Cap Fund

October 2019 review

Murgitroyd becomes the sixth fund holding to receive bid interest in 2019. Totally another big riser on new contracts and new business unit. Read more

Liontrust UK Growth Fund

October 2019 review

Weakness in FTSE100 stocks pushes fund lower, as sterling strengthens on Brexit developments. Domino’s Pizza and WH Smith rise on announcements but Hargreaves and consumer staples stocks drop. Read more

Liontrust Special Situations Fund

October 2019 review

Domino’s Pizza rallies on Q3 trading and decision to exit international markets, but weakness in Hargreaves and Reckitts pushes fund to small loss. Read more

Liontrust GF UK Growth Fund

October 2019 review

Weakness in FTSE100 stocks pushes fund lower, as sterling strengthens on Brexit developments. Domino’s Pizza and WH Smith rise on announcements but Hargreaves and consumer staples stocks drop. Read more

Liontrust GF Special Situations Fund

October 2019 review

Domino’s Pizza rallies on Q3 trading and decision to exit international markets, but weakness in Hargreaves and Reckitts pushes fund to small loss. Read more

Liontrust European Income Fund

October 2019 review

New holding in SIG Combibloc, a packaging specialist with a strong economic moat, high barriers to entry, a robust balance sheet, and a progressive dividend policy. Read more

Liontrust European Enhanced Income Fund

October 2019 review

New holding in SIG Combibloc, a packaging specialist with a strong economic moat, high barriers to entry, a robust balance sheet, and a progressive dividend policy. Read more

Liontrust European Growth Fund

October 2019 review

Sterling strength leads to negative returns from European equities; Fund in-line with market following mixed batch of Q3 earnings. Read more

Liontrust GF European Strategic Equity Fund

October 2019 review

Strong long book performance helps Fund outstrip rising market despite only 68% net market exposure. Read more

Liontrust Global Income Fund

October 2019 review

Fund lower as Telenor, Severstal and Kimberly-Clark slip despite solid quarterly results. Read more

Liontrust GF European Smaller Companies Fund

October 2019 review

UK stocks the biggest gainers – WH Smith and Big Yellow Group both rise on expansion plans. Read more

Liontrust Macro UK Growth Fund

October 2019 review

Portfolio rise driven by skew to value companies and UK-centric businesses. Read more

Liontrust Macro Equity Income Fund

October 2019 review

Portfolio rise driven by skew to value companies and UK-centric businesses. Read more

The Multi-Asset Process

October 2019 Market Review

Amid a calmer month for markets than October has often provided, John Husselbee reflects on an imminent UK election and his recent trip to China as we see long-awaited trade progress. Read more
Laurie Don

Cannabinoid approval supports GW’s strategy

With GPs now able to prescribe two cannabis-based medicines from GW Pharmaceuticals, Laurie Don runs the rule over this long-term holding in the Liontrust SF Funds. Read more

Liontrust Strategic Bond Fund

October 2019 review

Sterling duration kept close to zero but tactically adjusted to target opportunities from Brexit noise. Read more

Liontrust GF Strategic Bond Fund

October 2019 review

Sterling duration kept close to zero but tactically adjusted to target opportunities from Brexit noise. Read more
Phil Milburn

Global Fixed Income Quarterly review – rates valuations remain hard to fathom

The Liontrust Global Fixed Income team are more sanguine about the economic outlook than the consensus view and do not agree with current central bank policy. Phil Milburn explains the reasons for the team’s contrarian views and what this means for their portfolios. Read more

Liontrust Asia Income Fund

October 2019 portfolio changes

CK Hutchison position sold. Read more
David Roberts

Seven questions to ask a bond fund manager

These are dangerous times for investors in fixed income markets. David Roberts poses seven questions to ask bond fund managers to understand whether their portfolios are positioned to take advantage of the selective opportunities available and to avoid excessive risk in the market. Read more