The Multi-Asset Process October 2018 Market Review In the latest Multi- Asset monthly review, John Husselbee explains what drove the downturn, the impact and what this means for investors. Read more Liontrust Global Income Fund October 2018 review Strong US dollar and cyclical tilt weighs on Fund returns. Read more Liontrust GF European Smaller Companies Fund October 2018 review Small-caps hit hardest in market rout. Read more Liontrust European Growth Fund October 2018 review Investors shun cyclical sectors amid market sell-off. Read more Europe acts to tackle single-use plastics Neil Brown Neil Brown highlights boost for companies tackling plastic pollution as European politicians look to ban worst single-use products. Read more Liontrust GF Strategic Bond Fund October 2018 review Market volatility used to adjust duration, buy inflation breakeven protection and increase high yield weight to 25%. Read more Liontrust Strategic Bond Fund October 2018 review Market volatility used to adjust duration, buy inflation breakeven protection and increase high yield weight to 25%. Read more Liontrust GF European Strategic Equity Fund October 2018 review Investors shun cyclical sectors amid market sell-off. Read more End of the beginning? Phil Milburn Does the recent volatility mean this is the end of the beginning or the beginning of the end? Phil Milburn analyses where we are in the market cycle and what this means for investors. Read more Liontrust’s Ghoulish Gallery David Roberts, Jamie Clark, Mike Appleby, Mark Williams, Olly Russ, James Inglis-Jones, Victoria Stevens & John Husselbee We have put together 8 scary investment charts for Hallowe’en. If you feel brave enough, brace yourself and enter our fund managers’ ghoulish gallery. Read more Liontrust SF European Growth Fund Q3 2018 review Another tough quarter for Europe, with trade wars and Italy prevalent. Read more Liontrust SF Corporate Bond Fund Q3 2018 review Economic data and corporate earnings trends remain supportive for credit. Read more Liontrust Monthly Income Bond Fund Q3 2018 review New issuance picked up following summer lull. Read more Liontrust UK Ethical Fund Q3 2018 review Standout event for over Q3 was the acquisition of Jardine Lloyd Thompson by Marsh & McLennan. Read more Liontrust SF UK Growth Fund Q3 2018 review Stocks highlighted include Learning Technology Group, GW Pharma and Cineworld. Read more Liontrust GF Sustainable Future Pan-European Growth Fund Q3 2018 review Stocks highlighted include DNB, 3i and Handelsbanken. Read more Liontrust GF SF European Corporate Bond Fund Q3 2018 review Dollar-denominated bonds key as this credit outperforms. Read more Liontrust SF Cautious Managed Fund Q3 2018 review Underlying business fundamentals remain strong in favoured areas. Read more Liontrust SF Defensive Managed Fund Q3 2018 review Healthcare-focused themes were key drivers over the period. Read more Liontrust SF Managed Fund Q3 2018 review Fund moves neutral in global equities and ups credit overweight. Read more Liontrust SF Global Growth Fund Q3 2018 review In a strong quarter, stocks highlighted include IQVIA and Perkin Elmer. Read more Liontrust SF Absolute Growth Fund Q3 2018 review Managers up cash weighting in face of risk building over coming year. Read more Liontrust European Growth Fund September 2018 review Rising oil prices help counter trade wars and emerging markets concerns. Read more Liontrust GF European Smaller Companies Fund September 2018 review Gains from mining stocks boost Fund. Read more Liontrust Global Income Fund September 2018 review Fund suffers headwind from low US weighting as S&P 500 reaches new record high. Read more Liontrust Asia Income Fund Q3 2018 review Markets have reacted to a deterioration in the US-China trade spat by shunning risk assets; we are seeing increasing opportunities thrown up by the sell-off. Read more Managing funds in a more volatile market Stuart Steven Global bond markets are experiencing increased volatility and therefore the heightened potential for macro shocks. Stuart Steven, co-manager of the Liontrust Monthly Income Bond Fund, explains the tools that can be used to seek to manage volatility and mitigate against macro shocks. Read more Liontrust UK Growth Fund September 2018 review Four new stocks added: Coats, Sage, Synthomer and TI Fluid Systems. Read more Liontrust UK Micro Cap Fund September 2018 review Mixed fortunes for a number of companies reporting mid-year results. Read more Liontrust Special Situations Fund September 2018 review Three new stocks added: Coats, Sage and TI Fluid Systems. Read more Liontrust UK Smaller Companies Fund September 2018 review Large gains for Craneware and Learning Technologies. Read more Liontrust GF European Strategic Equity Fund September 2018 review Long and short book both contribute to positive performance. Read more The Multi-Asset Process September 2018 Market Review To tariff or not to tariff? As Donald Trump adds a new verb to the economic lexicon, John Husselbee explains how familiar concerns are creating opportunities for investors seeking cheaper assets. Read more Liontrust GF Absolute Return Bond Fund Q3 2018 review Some of the Fund’s market carry was eroded but its alpha sources added value. Read more Liontrust GF High Yield Bond Fund Q3 2018 review Maintaining conviction that US dollar-denominated high yield bonds offer better value than euro-denominated bonds. Read more Liontrust GF Strategic Bond Fund September 2018 review Duration lengthened slightly to take advantage of improved value. Read more Liontrust Strategic Bond Fund September 2018 review Duration lengthened slightly to take advantage of improved value. Read more Why we continue to avoid Italy David Roberts Any investors shorting Italian government bonds will have suffered during September. David Roberts explains that while Italian debt will begin to look attractive again, he is yet to start investing. Read more How we're investing in a fast changing world Peter Michaelis, Simon Clements & Neil Brown Our five themes for Good Money Week Read more A change of tack for Super Mario David Roberts With cracks starting to appear in core European debt, David Roberts reflects on an apparent change of tone for ECB President Mario Draghi Read more Constructing a revolution Simon Clements Design errors on large construction projects can cost millions to fix and waste huge amounts of time. Simon Clements outlines advances in Building Information Modelling (BIM), which is revolutionising how these projects are managed, and the investment opportunities this is presenting. Read more Liontrust GF Strategic Bond Fund August 2018 review Three main themes created volatility that the Fund was able to exploit: President Trump’s ongoing trade wars, a growing emerging markets’ crisis in Turkey and Argentina, and the continued political tensions ahead of Italy’s budget setting. Read more Liontrust Strategic Bond Fund August 2018 review Three main themes created volatility that the Fund was able to exploit: President Trump’s ongoing trade wars, a growing emerging markets’ crisis in Turkey and Argentina, and the continued political tensions ahead of Italy’s budget setting. Read more Liontrust UK Micro Cap Fund August 2018 review Bioquell and Pennant International drive positive returns. Read more Liontrust UK Smaller Companies Fund August 2018 review Two largest contributors to monthly performance – Bioquell and Statpro – both issue half-year results. Read more Liontrust UK Growth Fund August 2018 review Good half-year results from Aggreko and Wood Group help fund prove resilient to market weakness. Read more Liontrust Special Situations Fund August 2018 review Imimobile added to portfolio while Fidessa exits following takeover. Read more Liontrust GF Special Situations Fund August 2018 review Imimobile added to portfolio while Fidessa exits following takeover. Read more Liontrust Global Income Fund August 2018 review US stocks rally despite emerging market and trade concerns. Read more Liontrust GF European Strategic Equity Fund August 2018 review Emerging market and trade concerns weigh on European equity returns. Read more