Month

Year

Posts:

Fund manager

Funds:

Liontrust SF Managed Fund

Q4 2018 review

Fund remains neutrally weighted on equities and overweight corporate bonds. Read more

Liontrust SF Global Growth Fund

Q4 2018 review

During challenging period, stronger holdings included American Tower, Roche and Eli Lilly. Read more

Liontrust GF SF European Corporate Bond Fund

Q4 2018 review

Bund allocation helps offset tough quarter for core overweights in credit. Read more

Liontrust SF Defensive Managed Fund

Q4 2018 review

Stocks covered include Alexion, Prudential and Hella. Read more

Liontrust SF Corporate Bond Fund

Q4 2018 review

Fund takes short-term defensive gilt position ahead of Brexit activity in January. Read more

Liontrust SF Absolute Growth Fund

Q4 2018 review

Fund upped cash to 15% in December, expecting tougher period for equities. Read more

Liontrust Monthly Income Bond Fund

Q4 2018 review

Fund continues to repatriate US dollar holdings into sterling or euro equivalents. Read more

Liontrust SF European Growth Fund

Q4 2018 review

Top performers in a challenging quarter included Roche, Puma and RELX. Read more

Liontrust SF Cautious Managed Fund

Q4 2018 review

Pharma exposure key over quarter, with Roche and Eli Lilly among best performers and Alexion struggling. Read more
Phil Milburn

Are we nearly there yet?

Bond market reaction to yesterday’s dovish Fed comments suggests this new policy stance is wrong given current data. Wages are rising, inflation near target; Phil Milburn discusses how this is not the time to stop tightening and increases the risk of sharp correction. Read more
John Husselbee

How to avoid FOMO investing

With fear of missing out tendencies driving investor behaviour over recent years, John Husselbee stresses the importance of ignoring market noise. Read more

Liontrust Global Income Fund

December 2018 review

Miners offer some relief during market rout. Read more

Liontrust European Growth Fund

December 2018 review

Oil holdings among heaviest hit in December sell-off. Read more
David Roberts

Where is the emergency?

Following yesterday’s ECB meeting, David Roberts questions why emergency policy rates are needed when Super Mario has our back. Read more

Liontrust Asia Income Fund

Q4 2018 review

The decision to increase exposure to exporters in Q3 boosted the Fund this quarter, with Taiwanese holdings a particular highlight. Read more

Liontrust GF European Smaller Companies Fund

December 2018 review

Oil holdings among heaviest hit in December sell-off. Read more

Liontrust UK Growth Fund

December 2018 review

Fund caught up in market sell-off as ongoing macro uncertainties weigh on investor sentiment. Read more

Liontrust UK Smaller Companies Fund

December 2018 review

Stocks with ambitious growth profiles hit hardest during market sell-off. Read more

Liontrust Special Situations Fund

December 2018 review

Fund caught up in market sell-off as ongoing macro uncertainties weigh on investor sentiment. Read more

Liontrust GF Special Situations Fund

December 2018 review

Fund caught up in market sell-off as ongoing macro uncertainties weigh on investor sentiment. Read more

Liontrust UK Micro Cap Fund

December 2018 review

Stocks with ambitious growth profiles hit hardest during market sell-off. Read more

Liontrust GF Absolute Return Bond Fund

Q4 2018 review

Alpha sources cancel each other out (allocation positive, selection negative, rates flat); carry component make positive contribution. Read more

Liontrust Strategic Bond Fund

December 2018 review

Duration reduced as flight-to-quality stretches government bond valuations; high yield credit still looks attractive. Read more

Liontrust GF Strategic Bond Fund

December 2018 review

Duration reduced as flight-to-quality stretches government bond valuations; high yield credit still looks attractive. Read more

Liontrust GF High Yield Bond Fund

Q4 2018 review

After a difficult 2018, the global high yield market now offers attractive valuations; the Fund has been adding risk. Read more

The Multi-Asset Process

December 2018 Market Review

Markets end year on naughty list as Santa rally fails to materialise. Read more

Liontrust GF European Strategic Equity Fund

December 2018 review

Short book outperformance helps Fund avoid market rout. Read more

Liontrust’s Seven New Year Opportunities

Mike Appleby, David Roberts, Olly Russ, Mark Williams, Jamie Clark, John Husselbee & Victoria Stevens

Market turbulence kept investors on their toes at the end of 2018. Amid all the uncertainty, see what opportunities Liontrust fund managers are finding in 2019. Read more

Liontrust UK Micro Cap Fund

November 2018 review

Fund holding Bioquell agrees takeover offer by Ecolab. Read more

Liontrust UK Smaller Companies Fund

November 2018 review

Fund holding Bioquell agrees takeover offer by Ecolab. Read more

Liontrust UK Growth Fund

November 2018 review

Falling oil prices extend market weakness. Read more

Liontrust GF Special Situations Fund

November 2018 review

Healthcare exposure helps Fund avoid market gloom. Read more

Liontrust Special Situations Fund

November 2018 review

Healthcare exposure helps Fund avoid market gloom. Read more
David Roberts

What to expect from bonds in 2019

There have been few safe havens in bonds in 2018. In a long read, David Roberts reviews 2018 and discusses prospects and opportunities for bond markets next year. Read more

The Multi-Asset Process

November 2018 Market Review

Trade thaw and Fed calm markets after Red October. Read more

Liontrust GF European Smaller Companies Fund

November 2018 review

High exposure to weak materials and energy sectors a negative in falling small-cap market. Read more

Liontrust European Growth Fund

November 2018 review

Energy sector sell-off and rotation away from cyclicals present headwinds. Read more

Liontrust Global Income Fund

November 2018 review

New Zealand stocks stand out, but low position to US holds back gains. Read more

Liontrust Asia Income Fund

November 2018 portfolio changes

Australian financial AMP sold on deterioration in earnings visibility. Read more

Liontrust Strategic Bond Fund

November 2018 review

Duration managed intra-month to target alpha; high yield weighting tripled. Read more

Liontrust GF Strategic Bond Fund

November 2018 review

Duration managed intra-month to target alpha; high yield weighting tripled. Read more

Liontrust GF European Strategic Equity Fund

November 2018 review

Energy sector weakness and rotation away from cyclicals hurts long book. Read more
Matt McLoughlin

Liontrust’s traders go Christmas shopping

With the season very much upon us, Liontrust’s Head of Trading Matt McLoughlin, outlines what Christmas shopping and the day job have in common. Read more
David Roberts

Opportunity knocks in high yield

Why we have tripled our high yield exposure in our Strategic Bond funds. Read more
Simon Clements

Simon Clements’ letter from America

As those across the Atlantic gear up for a day of feasting, “football” and family this Thanksgiving Thursday, Simon Clements reflects on his recent trip to the US, and the investment opportunities arising in Boston, Chicago and Milwaukee. Read more

Liontrust UK Smaller Companies Fund

October 2018 review

Sentiment rather than fundamentals drive share price falls; Fund adds to 26 positions on weakness. Read more

Liontrust UK Micro Cap Fund

October 2018 review

Sentiment rather than fundamentals drive share price falls; Fund buys into weakness on over half its holdings and initiates one new postion. Read more

Liontrust UK Growth Fund

October 2018 review

Fund declines in line with market as sentiment softens; share price falls not reflective of fundamental newsflow. Read more

Liontrust Special Situations Fund

October 2018 review

Fund declines in line with market as sentiment softens; share price falls not reflective of fundamental newsflow. Read more

Liontrust GF Special Situations Fund

October 2018 review

Fund declines in line with market as sentiment softens; share price falls not reflective of fundamental newsflow. Read more