Month

Year

Posts:

Fund manager

Funds:

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

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Robin Geffen

Avoiding dividend risk – Imperial Brands

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
Stuart Steven

Little value in ‘extremely expensive’ index-linked debt

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
Stuart Steven

QE – what is it good for?

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
Mike Appleby

The realities of a lower carbon world

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
Donald Phillips

What does the government bond rally mean for high yield?

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
James Inglis-Jones

Yield curve inversion – why we’re not worried, yet

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
Stuart Steven

Credit remains attractive despite bumpy Brexit ride

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
Chris Foster

Will a cashless society pay off?

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
Mike Appleby

The materials challenge – from linear to circular

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
Phil Milburn

Quarterly review – stimulus wave continues in ‘bad news is good’ period

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