Month

Year

Posts:

Fund manager

Funds:

Liontrust Strategic Bond Fund

May 2019 review

Appetite for government bonds rise as markets suffer from a tariff tantrum. Read more

Liontrust GF Strategic Bond Fund

May 2019 review

Appetite for government bonds rise as markets suffer from a tariff tantrum. Read more

Liontrust UK Smaller Companies Fund

May 2019 review

Positive company newsflow helps Fund buck market decline. Read more

Liontrust UK Micro Cap Fund May 2019 review

Fund participates in essensys IPO. 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

Liontrust UK Growth Fund

May 2019 review

Engineers Renishaw and Wood Group weigh on Fund returns. Read more

Liontrust Special Situations Fund

May 2019 review

YouGov and Kainos help Fund weather turbulent month. Read more

Liontrust GF UK Growth Fund

May 2019 review

Engineers Renishaw and Wood Group weigh on Fund returns. Read more

Liontrust GF Special Situations Fund

May 2019 review

YouGov and Kainos help Fund weather turbulent month. Read more

Liontrust GF European Strategic Equity Fund

May 2019 review

Investors shun risk assets as trade tensions return. 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

The Multi-Asset Process

May 2019 Market Review

The strongest start to a year for equities since late 1980s ran up against familiar roadblocks in May as trade and political conflicts spooked investors. Read more
Shashank Savla

The early take on Indian elections

As the Indian election results roll in, Shashank Savla gives his take on what they mean for investors. 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

Liontrust Macro Equity Income Fund

April 2019 review

Stock and sector specifics drive portfolio in absence of all-encompassing macro narrative. Read more

Liontrust Macro UK Growth Fund

April 2019 review

Stock and sector specifics drive portfolio in absence of all-encompassing macro narrative. Read more

Liontrust UK Smaller Companies Fund

April 2019 review

AB Dynamics and Trifast – both of which count the auto industry among key customers – provide portfolio highlights. Read more

Liontrust UK Micro Cap Fund

April 2019 review

Upbeat investor updates from AB Dynamics and Solid State outweigh K3 Capital profit warning. Read more

Liontrust Special Situations Fund

April 2019 review

Holdings in Industrials sector, including RWS and PageGroup, drive Fund higher. Read more

Liontrust UK Growth Fund

April 2019 review

Strong showing from engineers and support services stocks more than offsets Indivior’s tumble. Read more

Liontrust GF UK Growth Fund

April 2019 review

Strong showing from engineers and support services stocks more than offsets Indivior’s tumble. Read more

Liontrust GF Special Situations Fund

April 2019 review

Holdings in Industrials sector, including RWS and PageGroup, drive Fund higher. Read more

Liontrust Global Income Fund

April 2019 review

Defensive stock picks limit Fund gains. Read more

Liontrust European Growth Fund

April 2019 review

Cyclical sectors rally as European equities post fourth consecutive month of gains. Read more

Liontrust European Income Fund

April 2019 review

Large exposure to financials a positive as European cyclicals rally; asset manager Amundi the highlight. Read more

Liontrust European Enhanced Income Fund

April 2019 review

Large exposure to financials a positive as European cyclicals rally; asset manager Amundi the highlight. Read more

Liontrust GF European Smaller Companies Fund

April 2019 review

Cyclical sectors rally as European equities post fourth consecutive month of gains. Read more

Liontrust GF European Strategic Equity Fund

April 2019 review

Short book performance holds back Fund as equity markets continue rally. Read more

Liontrust Strategic Bond Fund

April 2019 review

Zero emerging market exposure and positive selection adds value. Read more

Liontrust GF Strategic Bond Fund

April 2019 review

Zero emerging market exposure and positive selection adds value. 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

The Multi-Asset Process

April 2019 Market Review

Markets continue to scamper up wall of worry amid quiet April. 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

Liontrust UK Ethical Fund

Q1 2019 review

Top performers in a solid quarter included familiar names such as Softcat and Worldpay. Read more

Liontrust SF UK Growth Fund

Q1 2019 review

Top contributors over a much healthier quarter included GQ Pharmaceuticals, Softcat and Worldpay, all recovering from a tough Q4. Read more

Liontrust GF SF Pan-European Growth Fund

Q1 2019 review

Banking exposure key as several names contribute to returns over Q1. Read more

Liontrust SF Managed Fund

Q1 2019 review

Fund added money back into equities and credit over Q1. Read more

Liontrust SF Global Growth Fund

Q1 2019 review

Equities bounce back strongly over the period as markets climb proverbial “wall of worry”. Read more

Liontrust SF European Growth Fund

Q1 2019 review

Top contributors over a solid quarter included Roche, Fresenius and Siemens Gamesa. Read more

Liontrust GF SF European Corporate Bond Fund

Q1 2019 review

Sector allocation in core areas of banks, insurance and telecoms positive over Q1 as asset classes rallies. Read more

Liontrust SF Cautious Managed Fund

Q1 2019 review

Markets bounced in Q1 as risk of policy error and trade war abate. Read more

Liontrust SF Defensive Managed Fund

Q1 2019 review

Top performers over solid first quarter include Cadence Design, SS&C and IQVIA. Read more

Liontrust SF Corporate Bond Fund

Q1 2019 review

Credit and government bonds enjoy strong Q1 on back of dovish central banks. Read more

Liontrust SF Absolute Growth Fund

Q1 2019 review

Managers cut cash from 15% to 4% over the quarter, citing overly negative consensus on Brexit and trade. Read more

Liontrust Monthly Income Bond Fund

Q1 2019 review

Fund took advantage of new issuance at attractive valuations over quarter. Read more

Liontrust European Enhanced Income Fund

March 2019 review

Global bond yields dip on Federal Reserve U-turn, presenting headwind to Fund’s financial stocks; covered call overlay tactically paused. Read more

Liontrust European Income Fund

March 2019 review

Global bond yields dip on Federal Reserve U-turn, presenting headwind to Fund’s financial stocks. Read more

Liontrust GF UK Growth Fund

March 2019 review

Large-cap names feature prominently among risers as FTSE 100 significantly outstrips FTSE 250 return. Read more