Month

Year

Posts:

Fund manager

Funds:

Laurie Don

How healthcare and pharma are fighting the COVID-19 war

Laurie Don examines how companies held by the Liontrust Sustainable Investment team are contributing to the fight against Coronavirus, from providing PPE equipment and helping towards vaccines, to re-purposing drugs already in the market. Read more
George Boyd-Bowman

What is the outlook for US dividends?

George Boyd-Bowman examines why the degree of dividend cuts may differ in the US from the UK. Read more
James Dowey

The bull and bear cases for the stock market

James Dowey explains the policy measures required to make the bull case for global stock markets and why he believes preventing the bear case is not beyond our capacity. Read more
Olly Russ

Taking stock of the coronavirus fallout so far

The impact on financial markets from the outbreak of coronavirus has been broad-based with even safe haven assets failing to provide resilience. Olly Russ looks at some of the more eye-catching moves of the last week and explains his current outlook. Read more
John Husselbee

Surviving the Coronavirus bear market: lessons from history

As investors consider how best to get through the Coronavirus bear market, John Husselbee looks at what history can teach us. Read more
Mark Williams

Our response to rising economic activity in China

With two successive days of no domestic COVID-19 cases in China, indicators suggest that economic activity is rising. The Asia team explain which areas of the market may present investment opportunities if the recovery continues and detail the changes made to the portfolio so far. Read more

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
Mike Appleby

75% less carbon emitted by Liontrust SF Funds

Mike Appleby reveals the carbon footprint of the SF funds, showing much lower emissions than mainstream benchmarks and substantial holdings in companies working to reduce CO2 emissions. Read more
David Roberts

Fed makes the same mistake again

Following the Fed’s second emergency cut in rates, David Roberts explains why the US central bank has badly mis-timed purported shock and awe. Read more
Phil Milburn

Be nervous and buy risk

Phil Milburn assesses bond markets amid the ongoing Coronavirus outbreak, refuting concerns we are facing another 2007-09 style existential crisis. Read more
Donald Phillips

A good entry point for high yield

With recent events causing high yield bond spreads to spike above 6%, Donald Phillips explains why investing at this level has historically offered investors stronger returns. 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
David Roberts

Did they jump or were they pushed?

The Federal Reserve announced a surprise 50 basis point rate cut in response to the economic risks of coronavirus. However, David Roberts thinks that monetary policy is a spent force and aggressive fiscal spending may be required to avoid a recession. 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
Jamie Clark

How to benefit from a rise in fiscal spending

Long read: In the second part of this article, Jamie Clark explains the two ways for investors to try to profit from the rediscovery of the money tree and the increase in government spending. Read more
Jamie Clark

Growing money trees

Long read: In the first part of a long-read article, Jamie Clark analyses the economic theory behind the switch of focus from monetary to fiscal policy to stimulate economic growth Read more
David Roberts

What if the fiscal forecasts are wrong?

Projections of government spending and debt-to-GDP ratios are a key influence on bond yields. But what if they are wrong? David Roberts challenges some of these forecasts and highlights the bonds that could prove to be most mispriced. Read more
Olly Russ

European insurance – the ‘boring’ sector making premium returns

European insurance may not be deemed to be exciting or glamorous but it has been the best performing sector since March 2009. Olly Russ explains what has driven these strong returns and why he still favours the European insurance sector. 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
David Roberts

An end to NIRP?

In January, Sweden’s government bonds moved back to zero after five years in negative territory. David Roberts analyses the impact of the NIRP and whether this might signal the end of negative interest paying bonds. Read more
Laurie Don

Unbottling the gene genie

Gene therapy has the potential to transform the healthcare sector of the future. Laurie Don explains how, and what are the opportunities for investors. 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