Liontrust SF Managed Fund Q3 2019 review Neutral equity position reflects less solid economic backdrop. Read more Liontrust GF SF Pan-European Growth Fund Q3 2019 review Amid a more volatile quarter, strongest contributors included Puma and Cellnex. Read more Liontrust SF UK Growth Fund Q3 2019 review LSE and LTG among stronger names amid a volatile quarter. Read more Liontrust Global Income Fund September 2019 review Fund’s financial sector holdings perform well amid market’s swing to value stocks. Read more Liontrust European Growth Fund September 2019 review Amid Middle East tensions and value rally, Fund’s energy stocks exhibit strength. Read more Liontrust GF European Smaller Companies Fund September 2019 review Cyclical value stocks such as CIE Automotive and Bovis Homes rise. Read more Liontrust GF European Strategic Equity Fund September 2019 review Long book returns beat market average while short book shows limited participation in the rise. Read more Liontrust GF Strategic Bond Fund September 2019 review German curve position proves right, but for the wrong reasons. Read more Liontrust GF High Yield Bond Fund Q3 2019 review Slowdown likely to lead to earnings squeeze rather than material increase in default risk. Read more Liontrust GF Absolute Return Bond Fund Q3 2019 review Carry component provides majority of alpha with duration kept low in order to protect against extreme valuations. Read more Liontrust Strategic Bond Fund September 2019 review German curve position proves right, but for the wrong reasons. Read more The Multi-Asset Process September 2019 Market Review With the ongoing threat of a global economic slowdown, trade wars and a non-deal Brexit, John Husselbee looks at the actions of central banks during September. Read more Article title goes here Read more Avoiding dividend risk – Imperial Brands Robin Geffen Around 60% of UK equity income funds own Imperial Brands. But Robin Geffen explains why the company is a perfect example of the dangers currently facing income investors: a stock with a high yield and yet a lowly covered dividend. Read more Little value in ‘extremely expensive’ index-linked debt Stuart Steven Despite recent outperformance from index-linked bonds, Stuart Steven highlights an expensive asset class with considerable duration risk and negative returns if held to maturity. Read more Liontrust UK Smaller Companies Fund August 2019 review Clipper Logistics and Pennant International shares fall as they warn that full-year results are likely to miss expectations. Read more Liontrust UK Micro Cap Fund August 2019 review Fund participates in Brickability Group IPO. Read more Liontrust UK Growth Fund August 2019 review Defensive large cap stocks shine as investors seek safe havens. Read more Liontrust Special Situations Fund August 2019 review Industrial holdings take a hit in risk-off environment. Read more Liontrust GF UK Growth Fund August 2019 review Defensive large cap stocks shine as investors seek safe havens. Read more Liontrust GF Special Situations Fund August 2019 review Industrial holdings take a hit in risk-off environment. Read more Liontrust GF European Strategic Equity Fund August 2019 review Short book excels as stocks hit by US-China trade war. Read more Liontrust Global Income Fund August 2019 review Target delivers upbeat results against a weak sector backdrop. Read more Liontrust GF European Smaller Companies Fund August 2019 review Belimo Holding warns that trade tensions could squeeze margins. Read more Liontrust European Growth Fund August 2019 review Clothing brands suffer as investors rotate out of cyclical sectors. Read more QE – what is it good for? Stuart Steven As the European Central Bank announces open-ended money printing from November, Stuart Steven questions the impact of further quantitative easing on the real economy. Read more Are we nearing ‘peak car’? Neil Brown With congestion rising across our cities we look at the investment opportunities arising from a ‘peak car’ world. Read more The realities of a lower carbon world Mike Appleby Insulation, electric cars and a new energy provider: the realities of carbon neutrality. Read more Liontrust GF Strategic Bond Fund August 2019 review There is too much priced into the markets for the central banking “put” and not enough for trend-like inflation. Read more Liontrust Strategic Bond Fund August 2019 review There is too much priced into the markets for the central banking “put” and not enough for trend-like inflation. Read more Liontrust Asia Income Fund August 2019 portfolio changes Chinese food and beverage specialist Dali Foods added to portfolio. Read more The Multi-Asset Process August 2019 Market Review John Husselbee takes stock of markets as Brexit, trade wars and an inverted yield curve in the US continue to spook investors. Read more What does the government bond rally mean for high yield? Donald Phillips After the rally in rates markets since late last year, Donald Phillips investigates what we can expect from high yield returns over the coming months. Read more Yield curve inversion – why we’re not worried, yet James Inglis-Jones Are bond markets predicting a recession and a negative environment for equities? James Inglis-Jones explains why proprietary measures of investor anxiety present a brighter outlook. Read more Credit remains attractive despite bumpy Brexit ride Stuart Steven Stuart Steven looks through current macro risks and sees a solid longer term outlook for corporate bonds – although crash helmets might be required in run up to 31 October. Read more Will a cashless society pay off? Chris Foster Debate continues to rage about the diminishing role of cash in society and whether this risks leaving swathes of the population behind. Chris Foster says the shift to digital payment brings net positives overall, highlighting the potential reduction in tax evasion and exposing the shadow economy. Read more The materials challenge – from linear to circular Mike Appleby While plastic pollution continues to dominate the news agenda, Mike Appleby explains how a more nuanced look at the broader materials sector can potentially reap rewards for investors. Read more Quarterly review – stimulus wave continues in ‘bad news is good’ period Phil Milburn Long read: Waves of monetary stimulus continues over a quarter in which we returned to the days of ‘bad news is good’. Read more Liontrust Global Income Fund July 2019 review Markets rise in the run up to US interest rate cut. Read more Liontrust European Growth Fund July 2019 review Recordati and ASML Holdings are the highlights amid Q2 reporting. Read more Liontrust GF European Smaller Companies Fund July 2019 review AG Barr, Eramet and Moneysupermarket weigh on Fund returns during busy reporting month. Read more Liontrust GF European Strategic Equity Fund July 2019 review Fund lags as Federal Reserve cuts interest rates. Read more Liontrust UK Smaller Companies Fund July 2019 review Robert Walters warns of exposure to Brexit-related loss of customer confidence but overall portfolio holds up well against weak small cap backdrop – Bango, Accesso and Quixant all register large double-digit percentage gains. Read more Liontrust UK Micro Cap Fund July 2019 review Jaywing warns of falling activity levels due to macro uncertainties; Instem (+19%) and Sopheon (-25%) have opposing experiences of shift in client demand to Software-as-a-Service. Read more Liontrust Special Situations Fund July 2019 review Portfolio movements driven first-half reports; good numbers for GlobalData, Compass Group, GlaxoSmithKline and AstraZeneca offset by tentative outlook comments from PageGroup, Spectris and Sage. Read more Liontrust UK Growth Fund July 2019 review Bounce in Indivior and strong results from pharma holdings GlaxoSmithKline and AstraZeneca boost Fund, although slightly behind index for the month. Read more Liontrust GF UK Growth Fund July 2019 review Bounce in Indivior and strong results from pharma holdings GlaxoSmithKline and AstraZeneca boost Fund, although slightly behind index for the month. Read more Liontrust GF Special Situations Fund July 2019 review Portfolio movements driven first-half reports; good numbers for GlobalData, Compass Group, GlaxoSmithKline and AstraZeneca offset by tentative outlook comments from PageGroup, Spectris and Sage. Read more Liontrust GF Strategic Bond Fund July 2019 review Alpha generation from short position in Canadian bonds vs US offsets impact of portfolio’s low duration. Read more Liontrust Asia Income Fund July 2019 portfolio changes Position added in Merry Electronics, the Taiwanese headphones and speakers specialist. Read more