Month

Year

Posts:

Fund manager

Funds:

Liontrust Asia Income Fund

Q1 2019 review

Biggest portfolio positives came from Taiwan, including Taiwan Cement and technology stocks Wistron, Lotes and Taiwan Semiconductor Manufacturing Company. Read more

Liontrust GF European Strategic Equity Fund

March 2019 review

Long and short book contribute to returns as market continues year-to-date strength. Read more

Eight investment lessons from Game of Thrones

David Roberts, Simon Clements, Matt Tonge, John Husselbee, Carolyn Chan, Jamie Clark, James Inglis-Jones and Olly Russ

Millions of people will be gripped by the battle for the Iron Throne in the final season of Game of Thrones. As the fantasy saga enters its final phase, Liontrust fund managers highlight eight investment lessons from key characters in Westeros. Read more
Donald Phillips

Looking through a zombie apocalypse

With growing focus on the so-called ‘zombie’ end of the high yield market, kept alive by years of loose monetary policy, Donald Phillips considers the impact on the sector – and the opportunity – if these walking dead were wiped out. Read more

The Multi-Asset Process

March 2019 Market Review

Cracks appear in Fed’s flexible friend persona. Read more

Liontrust Strategic Bond Fund

March 2019 review

Managing the Fund to cope with the madness of market pricing. Read more

Liontrust GF Strategic Bond Fund

March 2019 review

Managing the Fund to cope with the madness of market pricing. Read more

Liontrust GF Absolute Return Bond Fund

Q1 2019 review

Credit selection strong with largest contributions from Rabobank, Reynolds and JP Morgan floating rate notes. Read more

Liontrust GF High Yield Bond Fund

Q1 2019 review

Global high yield market produces third best Q1 on record. Read more
David Roberts

Ten trades to put a spring in your step

Ahead of the first anniversary of the Liontrust Strategic Bond and GF Strategic Bond Funds, David Roberts outlines 10 trades where he sees opportunities for investors over the coming months. Read more
Mike Appleby

Aligning our funds with the UN Sustainable Development Goals

The UN’s Sustainable Development Goals (SDGs) are a comprehensive way of thinking about and reporting on sustainable investing. Mike Appleby explains how the Liontrust Sustainable Investment team aligns its themes with the SDGs and the impact of doing so. Read more
Phil Milburn

This is what it sounds like when doves coo

Having warned of ‘screaming markets’ under over-zealous Fed tightening, Phil Milburn analyses the friendlier noises emanating from the newly dovish central bank and the opportunities in such an environment. Read more
David Roberts

Fed entering the danger zone

With further dovish noises from the Federal Reserve, David Roberts considers the possible consequences of kicking the policy normalisation can down the road. Read more

Liontrust Global Income Fund

February 2019 review

Poor returns from telecoms and real estate stocks hold back Fund’s participation in market rise. Read more

Liontrust European Growth Fund

February 2019 review

Good financial reports from Mediobanca, Dassault Aviation and Simcorp offset weaker returns in materials sector. Read more

Liontrust Asia Income Fund

February 2019 portfolio changes

Weichai Power – China’s top diesel engine marker – added to the portfolio Read more
John Husselbee

Husselbee on Axa UK Select Opportunities

With long-term Axa UK Select Opportunities manager Nigel Thomas retiring this month, John Husselbee explains why he is keeping the fund in his portfolios. Read more

Liontrust GF European Smaller Companies Fund

February 2019 review

Good financial reports from Moneysupermarket.com and Simcorp offset weaker returns in materials sector. Read more
Mike Appleby

Investing to reduce carbon emissions

How we generate and consume energy is undergoing huge change but the science is telling us to act ever faster to reduce greenhouse gas emissions. Mike Appleby explains how our Sustainable funds are emitting less carbon than the markets in which they invest and the potential benefits for investors. Read more

Liontrust GF Special Situations Fund

February 2019 review

Fourth quarter updates from AstraZeneca and Weir Group help drive Fund gains. Read more

Liontrust Special Situations Fund

February 2019 review

Fourth quarter updates from AstraZeneca and Weir Group help drive Fund gains. Read more

Liontrust UK Smaller Companies Fund

February 2019 review

Poor Proactis and Accesso news offset by strong updates by other portfolio holdings. Read more

Liontrust UK Growth Fund

February 2019 review

Fourth quarter updates from AstraZeneca and Weir Group help drive Fund gains. Read more

Liontrust UK Micro Cap Fund

February 2019 review

Fund adds secure payment product provider Eckoh to the portfolio. Read more

The Multi-Asset Process

February 2019 Market Review

Progress on trade and flexible Fed lifts markets in February. Read more
Victoria Stevens

Victoria Stevens reflects on three years co-managing Liontrust UK Micro Cap

As the Liontrust UK Micro Cap Fund hits its 3 Year Anniversary - and on International Women’s Day - co-manager Victoria Stevens reflects on her first three years running investments. Read more

Liontrust GF European Strategic Equity Fund

February 2019 review

Evraz and Reliance Steel & Aluminium lead long book as 2018 results boosted by favourable conditions. Read more

Liontrust GF Strategic Bond Fund

February 2019 review

Calm returns to markets, but are investor underestimating chances of interest rate increases? Read more

Liontrust Strategic Bond Fund

February 2019 review

Calm returns to markets, but are investor underestimating chances of interest rate increases? Read more
John Husselbee

Dunn’s Law – more fuel for the active/passive fire?

John Husselbee runs the rule over Dunn’s Law, a theory out of the US increasingly used to stoke the active/passive debate. Read more

Liontrust Special Situations Fund

January 2019 review

Savills and Smart Metering Systems stand out as stocks recover from Q4 weakness. Read more

Liontrust UK Smaller Companies Fund

January 2019 review

Gately Holdings largest contributor in strong month for small caps. Read more

Liontrust UK Micro Cap Fund

January 2019 review

Micro cap growth stocks recover from Q4 de-rating; Solid State top riser after raising forecasts. Read more

Liontrust UK Growth Fund

January 2019 review

Savills and Brooks Macdonald results provide highlights in newsflow-heavy month. Read more

Liontrust GF Special Situations Fund

January 2019 review

Savills and Smart Metering Systems stand out as stocks recover from Q4 weakness. Read more
John Husselbee

Thoughts on a no deal Brexit

John Husselbee, Head of Multi-Asset at Liontrust, has been asked by many clients recently what changes he and Paul Kim will make to their portfolios in the event of a no-deal Brexit. Click here to read what they are telling clients as the clock ticks down towards 11pm on 29 March. Read more

Liontrust GF European Smaller Companies Fund

January 2019 review

Auto sector rebounds amid US-China trade optimism. Read more

Liontrust Global Income Fund

January 2019 review

Fund participates in global equity rebound. Read more

Liontrust European Growth Fund

January 2019 review

Consumer discretionary stocks help Fund outperform. Read more

Liontrust’s long-term relationships

Matt Tonge, Mike Appleby, Olly Russ, Carolyn Chan, Stephen Bailey & Samantha Gleave

Ahead of Valentine’s Day, our fund managers discuss the long-term relationships they’ve had with companies they invest in and why, even after years together, they still find them attractive. Read more
Jack Willis

Fallen angel risk – not all BBB bonds are created equal

Recent comments from Big Short guru Steve Eisman about growing risk in the BBB bond space have understandably raised concerns. Jack Willis argues that the increasing size and scope of this sector precludes sweeping judgements and explains how an active approach can sidestep the higher-risk segments. 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

Liontrust GF European Strategic Equity Fund

January 2019 review

Long book rallies as market rebounds from Q4 losses. Read more

Liontrust GF Strategic Bond Fund

January 2019 review

Investment grade exposure was increased early-month before gains were then locked-in after spreads tightened significantly. Read more

Liontrust Strategic Bond Fund

January 2019 review

Investment grade exposure was increased early-month before gains were then locked-in after spreads tightened significantly. Read more

The Multi-Asset Process

January 2019 Market Review

Three Rs to determine story of 2019: rates, recession and resolution. Read more
David Roberts

Reconciling eurozone inflation and a German budget surplus

David Roberts suggests European Central Bank policy to keep interest rates at emergency levels – despite stable inflation – continues to distort markets. Read more

Liontrust UK Ethical Fund

Q4 2018 review

Top performers in challenging quarter included John Laing Group and Renewables Infrastructure Group, which both have low correlation to equities. Read more

Liontrust SF UK Growth Fund

Q4 2018 review

Top performers over tough quarter included BTG, which was acquired by Boston Scientific at a 37% premium. Read more

Liontrust GF SF Pan-European Growth Fund

Q4 2018 review

Stocks covered include Roche, Fresenius, Abcam and Smurfit Kappa. Read more