Month

Year

Posts:

Fund manager

Funds:

Donald Phillips

Transatlantic valuation blues

With central bank manipulation continuing to skew bond markets, Donald Phillips says now is an opportune time to be reducing exposure to European high yield. Read more

Liontrust 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
David Roberts

The Kiwi conundrum

What does a small, flightless bird have to do with markets? 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

The Multi-Asset Process

July 2019 Market Review

Central bank largesse enough to balance economic scales – for now. Read more
David Roberts

730 billion reasons to be cheerful

Following last night’s US rate cut, David Roberts explains why he thinks US policymakers are too pessimistic and reveals that consumers actually have 730 billion reasons to be cheerful”. Read more
David Roberts

Sterling hits new lows - so why is everyone rushing to buy gilts?

As no-deal Brexit concerns push sterling down to fresh lows, David Roberts questions the logic behind the simultaneous rally in UK government bonds. Read more
Mike Appleby

A climate of positive change?

The environmental damage of climate change is the most prominent consequence of the world’s consumption fuelling the unsustainable exploitation of resources. Mike Appleby highlights the other serious impacts of this unsustainable exploitation and the investment opportunities from seeking to tackle these issues. Read more

Liontrust SF Corporate Bond Fund

Q2 2019 review

Bonds post another solid quarter as banks prolong economic cycle. Read more

Liontrust GF SF European Corporate Bond Fund

Q2 2019 review

Managers up duration short to Germany as yields hit all-time lows. Read more

Liontrust Monthly Income Bond Fund

Q2 2019 review

Managers reduce UK duration short amid heightened political uncertainty. Read more

Liontrust UK Ethical Fund

Q2 2019 review

Kingspan, London Stock Exchange and Softcat feature in strongest performers. Read more

Liontrust SF UK Growth Fund

Q2 2019 review

Kingspan, Abcam and Learning Technologies Group among top contributors to returns. Read more

Liontrust SF European Growth Fund

Q2 2019 review

Cellnex, Banca Generali and SAP among top contributors in second quarter. Read more

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Liontrust SF Cautious Managed Fund

Q2 2019 review

Structural dynamics, such as the shift to a digital economy and the need to improve efficiency, continue to drive earnings. Read more

Liontrust SF Defensive Managed Fund

Q2 2019 review

Underlying business fundamentals for team’s favoured areas of the global market remain strong. Read more

Liontrust SF Managed Fund

Q2 2019 review

Managers reduced equity overweight and cash underweight in face of rising risks. Read more

Liontrust SF Global Growth Fund

Q2 2019 review

Names including Cellnex, Abcam, IQVIA and Ecolab among top contributors to returns. Read more

Liontrust GF SF Pan-European Growth Fund

Q2 2019 review

Danish utility services company Ørsted among additions to portfolio over quarter. Read more

Liontrust SF Absolute Growth Fund

Q2 2019 review

Managers up cash position in face of rising risks. Read more
Phil Milburn

Thinking inside the box

Phil Milburn outlines the latest position on the Liontrust Global Fixed Income funds, a rare ‘box trade’ capturing current pricing anomalies between French and German debt. Read more

Liontrust UK Micro Cap Fund

June 2019 review

Fund avoids the decline in the micro cap market. Read more

Liontrust UK Smaller Companies Fund

June 2019 review

Video gaming stocks Sumo and Team17 among Fund highlights in June. Read more

Liontrust Special Situations Fund

June 2019 review

Small cap companies underperform as ‘no deal’ Brexit chances increase. Read more

Liontrust UK Growth Fund

June 2019 review

Large cap stocks shine amid central bank easing signals. Read more

Liontrust GF UK Growth Fund

June 2019 review

Large cap stocks shine amid central bank easing signals. Read more

Liontrust GF Special Situations Fund

June 2019 review

Small cap companies underperform as ‘no deal’ Brexit chances increase. Read more

Liontrust European Growth Fund

June 2019 review

Stocks rally as ECB and Fed hint at additional stimulus measures. Read more

Liontrust Global Income Fund

June 2019 review

Mining stocks drive gains amid iron ore supply constraints. Read more

Liontrust GF European Smaller Companies Fund

June 2019 review

Stocks rally as ECB and Fed hint at additional stimulus measures. Read more

Liontrust Asia Income Fund

Q2 2019 review

Trade wars have gone on for longer than expected. Read more

Liontrust Strategic Bond Fund

June 2019 review

Should the Fed cut remains key question for bond markets. Read more

Liontrust GF Strategic Bond Fund

June 2019 review

Should the Fed cut remains key question for bond markets. Read more

Liontrust GF High Yield Bond Fund

Q2 2019 review

Solid quarter as market remains hyper sensitive to central bank activity. Read more

Liontrust GF Absolute Return Bond Fund

Q2 2019 review

Soothing words from central bankers cement idea of policy put. Read more

Liontrust GF European Strategic Equity Fund

June 2019 review

Mining stocks drive long book gains amid iron ore supply constraints. Read more

The Multi-Asset Process

June 2019 Market Review

The performance of stock markets this year may prompt investors to think of Ella Fitzgerald singing about how the livin’ is easy during summertime. John Husselbee, however, reviews the myriad uncertainties presented by politics, trade wars and central bank policies. Read more
John Husselbee

Chart Of The Month

July 2019

In July’s Chart Of The Month we take a look at liquidity. It has quickly become a trending topic post the suspension of Neil Woodford’s Equity Income fund – but the detail is getting lost and we are rapidly approaching ‘liquidity good, illiquidity bad’ territory. Read more
Simon Clements

A digital postcard from San Francisco

As the US celebrates Independence Day, Liontrust’s Simon Clements reflects on his recent visit to the US, and explains how companies such as Paypal are helping make the world a safer and more efficient place. Read more
Mike Appleby

Getting on the right side of the energy transition

Mike Appleby explores the increasing tailwinds behind renewable energy, and what this means for sustainable investment. Read more

Seven stocks to invest in for a cleaner, safer and more efficient economy

Liontrust Sustainable Investment Team

As London Climate Action Week continues, Liontrust’s Sustainable Investment team highlights seven stocks to invest in for a cleaner, safer and more efficient planet. Read more
Mike Appleby

The realities of a lower carbon world

With the UK committed to net zero emissions by 2050, Mike Appleby looks at a few changes all of us in the UK can make to significantly reduce our carbon footprint in a matter of days. 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
David Roberts

Central banks exacerbate extraordinary bond markets

Following another round of vacillating central bank meetings last week, David Roberts asks whether officials are managing monetary policy to support the economy or simply to boost the value of financial assets. Read more

Liontrust Global Income Fund

May 2019 review

De La Rue disappoints after profit warning. Read more

Liontrust GF European Smaller Companies Fund

May 2019 review

Small Cap stocks feel brunt of market sell-off. Read more

Liontrust European Growth Fund

May 2019 review

Fund’s growth bias unhelpful as investors rotate into defensive sectors. Read more

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