Month

Year

Posts:

Fund manager

Funds:

Liontrust GF European Smaller Companies Fund

August 2018 review

Mining stocks weigh on Fund returns. Read more

Liontrust European Growth Fund

August 2018 review

Fund resilient in down market following market beating results from Peab and SimCorp. Read more
Mike Appleby

Assessing the social side of ESG

Social is the toughest of the ESG trio to analyse but with growing client demand for data on how companies affect people’s everyday lives, Mike Appleby highlights the team’s developing work with social indicators. Read more

Lehman Brothers – 10 years on: lessons learnt

In the third and final instalment of a series marking the 10-year anniversary of Lehman Brothers’ collapse, Liontrust fund managers reflect on the lessons learnt from the Global Financial Crisis (GFC) and how close we are to it happening again. Read more
Jack Willis

Opportunities coming down the line for telecoms

With the telecoms sector returning to growth, Jack Willis explains why this is one of the favoured areas for the Liontrust Monthly Income Bond Fund and where they are finding investment opportunities. Read more
Matt Tonge

How we’re playing the video gaming market

Liontrust UK Micro Cap co-manager Matt Tonge explains how he’s playing the video gaming market. Read more

Liontrust Asia Income Fund

August 2018 portfolio changes

Portfolio changes include sale of Kingbaord Laminates, one of the few holdings which is vulnerable to a protracted US-China trade war. Read more
Peter Michaelis

How our themes are evolving

Every summer, the Sustainable Investment team analyses and challenges all its themes to ensure they can drive performance in the future. Peter Michaelis explains how the latest review has led to the removal of four themes and the addition of two new ones. Read more

The Multi-Asset Process

August 2018 Market Review

The usual tranquillity associated with August was shattered this year by a rate rise in the UK, volatility in Turkey and trade wars along with the usual fun and games surrounding Trump and the Brexit negotiations. John Husselbee looks at who are some of the winners and losers. Read more

Lehman Brothers – 10 years on: the policy response

Phil Milburn, Olly Russ, James Inglis-Jones, Anthony Cross & Jamie Clark

In the second of a three-part series to mark the 10-year anniversary of Lehman Brothers’ collapse, Liontrust fund managers discuss the policy response to the Global Financial Crisis (GFC), the impact on capital markets and the outlook now as the emergency policy measures for developed markets are being withdrawn. Read more
David Roberts

10 alternative trades I could have done in summer

Following on from revealing ten potential summer trades last month, David Roberts has gone back to his ideas book to find ten further opportunities for the more risk tolerant bond investors out there. Read more
Martyn Jones

An ocean of opportunity (in fishing nets and carpets)

With plastic pollution continuing to dominate headlines, Martyn Jones highlights a recent stock addition to our SF funds that is making waves in the growing area of regenerated materials. Read more
John Husselbee

Jellyfish, roast Turkey and a lucky gold ring

John Husselbee surveys the investment landscape as summer draws to a close, with recent months reinforcing the importance of riding out short-term market stings. Read more
David Roberts

Trio of concerns start to bite

With markets growing jittery as QE fears, Italian debt worries and emerging market selloffs start to bite, David Roberts outlines his current thinking. Read more

Lehman Brothers – 10 years on

Jamie Clark, Phil Milburn, Peter Michaelis, Julian Fosh & Olly Russ

Ten years on from the collapse of Lehman Brothers, Liontrust’s fund managers look back at the defining moment of the Global Financial Crisis (GFC), how it unfolded, and why it still matters. Here, in the first of a three-part series, our investment teams discuss its impact on the banking sector. Read more
Victoria Stevens

The bittersweet taste of company takeovers

Stock-picking success or fund managers’ frustration? Victoria Stevens, fund manager in the Economic Advantage team, takes a look at the sometimes bittersweet experience of takeover approaches on fund holdings. Read more
Kenny Watson

What does the new environment for bonds mean for investors?

With central banks finally tightening after a decade of loose policy, Kenny Watson examines this much-changed and more challenging backdrop for bonds and what investors can expect from the asset class. Read more
John Husselbee

Why comparing bull markets is baseless

With much being made of the S&P 500 hitting its longest ever bull run, John Husselbee considers what this record means and how much further it could go. Read more

Liontrust UK Growth Fund

July 2018 review

Large caps star as pound slips to 2018 low. Read more

Liontrust GF Special Situations Fund

July 2018 review

Large caps star as pound slips to 2018 low. Read more

Liontrust Special Situations Fund

July 2018 review

Large caps star as pound slips to 2018 low. Read more

Liontrust UK Micro Cap Fund

July 2018 review

Fund participates in Nucleus Financial IPO. Read more

Liontrust UK Smaller Companies Fund

July 2018 review

dotDigital is strongest performer amid heavy corporate newsflow. Read more
Donald Phillips

The pitfalls of being too benchmark aware

Turkey comprises just 2% of the global high yield market and yet accounted for close to 90% of its (negative) return in the first half of August. Donald Phillips analyses why investing relative to a benchmark is fraught with danger. Read more

Liontrust Asia Income Fund

July 2018 portfolio changes

Switching out of Gigabyte and into Wistron, a Taiwanese tech stock with strong earnings momentum. Read more

Liontrust GF European Smaller Companies Fund

July 2018 review

Robust interim results from a number of portfolio holdings. Read more

Liontrust European Growth Fund

July 2018 review

Peugeot rises on interim results and hopes of improvement in US/Europe trade dispute. Read more

Liontrust Global Income Fund

July 2018 review

Financials sector holdings account for around half of portfolio’s gain. Read more
Phil Milburn

The equilibrium interest rate (r*) in the UK

Why have equilibrium UK rates fallen so much? Read more

Liontrust GF European Strategic Equity Fund

July 2018 review

European autos boosted after US, EU trade agreement. Read more

The Multi-Asset Process

July 2018 Market Review

No respite from Trade and Brexit worries as we enter holiday season. Read more

Liontrust GF Strategic Bond Fund

July 2018 review

Fund captures reversal of risk-off sentiment. Read more

Liontrust Strategic Bond Fund

July 2018 review

Fund captures reversal of risk-off sentiment. Read more
David Roberts

10 potential summer trades for bond investors

The great advantage for active bond investors is that rates cycles are messed up at present and differentials between major markets are extreme. David Roberts highlights 10 potential trades for bond investors in the current market environment. Read more

Liontrust Asia Income Fund

Q2 2018 review

US, China trade dispute escalates but benign outcome still expected. Read more

Liontrust UK Ethical Fund

Q2 2018 review

Fund sells Melrose during quarter, as acquisition of GKN ups defence exposure. Read more

Liontrust SF UK Growth Fund

Q2 2018 review

Stocks highlighted include Oxford BioMedica and GW Pharma. Read more

Liontrust SF Managed Fund

Q2 2018 review

Fund continues to be overweight equity and credit and underweight cash and government bonds. Read more

Liontrust SF Global Growth Fund

Q2 2018 review

In a strong quarter, stocks highlighted include Kingspan and Intuit. Read more

Liontrust SF European Growth Fund

Q2 2018 review

Volatile Q2 for Europe, both politically and in terms of markets. Read more

Liontrust SF Defensive Managed Fund

Q2 2018 review

UK and Global ex-UK portfolios thrive despite political volatility. Read more
Donald Phillips

Moving the target

Donald Phillips outlines why the team has opted to use a new performance target to measure success on the Liontrust GF High Yield Bond Fund. Read more

Liontrust SF Corporate Bond Fund

Q2 2018 review

Fund adds SCOR, Allianz and Telecom Italia over quarter. Read more

Liontrust SF Cautious Managed Fund

Q2 2018 review

Underlying business fundamentals remain strong in favoured areas. Read more

Liontrust SF Absolute Growth Fund

Q2 2018 review

Increasing equity exposure in March bears fruit in Q2. Read more

Liontrust Monthly Income Bond Fund

Q2 2018 review

Spreads widen in face of political volatility and trade war fears. Read more

Luxcellence-Liontrust SF Pan European Equity Fund

Q2 2018 review

Stocks highlighted include Kingspan and Informa. Read more
David Roberts

Why I remain bearish on gilts (despite supportive data)

As weak headline data in the UK continue to support gilts, David Roberts explains why he is reluctant to invest in the asset class and predicts more turbulence to come for all things British as Brexit rumbles on. Read more
Mike Appleby

Reappraising the social networks

Given the rapid development of social networks across multiple areas, Mike Appleby says close scrutiny is required to ensure these businesses have a positive impact on society and are suitable for sustainable investors. The answer, for certain names, appears to be no at this stage. Read more

Liontrust GF European Smaller Companies Fund

June 2018 review

Investors flee to defensive sectors as trade tensions escalate. Read more