Month

Year

Posts:

Fund manager

Funds:

Peter Michaelis

Goodbye to an old friend – GW Pharma to leave Sustainable funds after 20 years

One of the longest held companies in the Sustainable Future funds is to exit the portfolios with the acquisition of GW Pharma completing in Q2. Peter Michaelis explains how this innovative healthcare business encapsulates what the team look for in sustainable companies. Read more

Liontrust Special Situations: A year of resilience

Anthony Cross & Julian Fosh

Anthony Cross and Julian Fosh were happy with how the majority of companies in Liontrust Special Situations fared during 2020 and this was reflected in the strong relative performance of the Fund in a turbulent year. In this article, the managers analyse the different phases of last year and what drove performance. Read more
Ruth Chambers

The Year of the Ox: Three themes for growth in China

As China has moved from the Year of the Rat to the Ox, the economy is growing at a similar rate to pre-Covid-19 and life has largely returned to normal in much of the country. Ruth Chambers highlights three areas that can drive growth for China over the year ahead. Read more

Liontrust UK Smaller Companies Fund

January 2021 review

Next Fifteen and dotdigital benefiting from the accelerated shift to a digital economy. Read more

Liontrust GF UK Growth Fund

January 2021 review

Indivior shares surge after reaching settlement with former parent Reckitt Benckiser. Read more

Liontrust UK Micro Cap Fund

January 2021 review

Attraqt and Science Group among the Fund’s highlights during busy month of trading updates. Read more

Liontrust Special Situations Fund

January 2021 review

Next Fifteen and dotdigital benefiting from the accelerated shift to a digital economy. Read more

Liontrust GF Special Situations Fund

January 2021 review

Next Fifteen and dotdigital benefiting from the accelerated shift to a digital economy. Read more

Liontrust UK Growth Fund

January 2021 review

Indivior shares surge after reaching settlement with former parent Reckitt Benckiser. Read more

Liontrust Global Dividend Fund Fund

January 2021 review

We firmly maintain the view that investing in the most innovative businesses will deliver strong investment returns and outperformance over the coming years. As such, we continue to seek out and buy these businesses. Read more

Liontrust GF European Smaller Companies Fund

January 2021 review

Q4 updates drive portfolio moves; Impax Asset Management a top riser but Danish Jeweller Pandora gives up some group. Read more

Liontrust GF European Strategic Equity Fund

January 2021 review

Having fared very well towards the end of 2020 as market conditions evolved favourably for the portfolio’s value tilt, January saw a setback for both the long book and short books. Read more

Liontrust Global Income Fund

January 2021 review

Q4 updates drive portfolio moves; Seagate Technology rises on broad-based trading improvement, but travel industry stocks fall. Read more

Liontrust European Growth Fund

January 2021 review

Q4 updates drive portfolio moves; ASML a top riser but Danish Jeweller Pandora gives up some group. Read more

Liontrust GF Strategic Bond Fund

January 2021 review

Democrat clean sweep opens door for significant fiscal plan. Read more

Liontrust Strategic Bond Fund

January 2021 review

Democrat clean sweep opens door for significant fiscal plan. Read more
John Husselbee

Stonks, GameStop and Robinhood – a brave new world of investing?

With a struggling video game retailer at the vanguard of major changes to the investment industry, John Husselbee examines what the GameStop revolution could mean for the future of financial markets. Read more

The Multi Asset Process

January 2021 Market Review

With Trump and Brexit in the rear-view mirror, John Husselbee looks past a tough January to a brighter 2021, with a few timely lessons on herd investing along the way. Read more
Alex Wedge

Six small cap stocks investing in growth for 2021

Companies used stock market listings to access capital for emergencies or to fund acquisitions and investments for growth in 2020. Fund manager Alex Wedge highlights six small and micro cap stocks whose 2021 prospects have been boosted by significant recent investment. Read more

Can bond investors still expect positive returns in a world of negative interest rates?

David Roberts

Global bond yields have been falling for decades, so much so that G7 bonds would now provide you with a negative real return. David Roberts explains how taking a flexible approach to current bond markets can take advantage of the investment opportunities available. Read more
David Roberts

In a world of negative interest rates, can bond investors still expect positive returns?

Global bond yields have been falling for decades, so much so that G7 bonds would now provide you with a negative real return. David Roberts explains how taking a flexible approach to current bond markets can take advantage of the investment opportunities available. Read more
John Husselbee

How to find real yield in 2021

With ongoing concerns about equity dividends and worsening conditions for bonds, John Husselbee presses the case for real assets as a source of income. Read more
David Roberts

Are we wasting energy by looking for eurozone inflation?

With the recovery in energy prices set to feed through to higher inflation, David Roberts asks whether the ECB will drop any of its ultra-loose monetary policies. Read more

US equities in 2021 – Biden bounce or priced-to-perfection growth stocks and impeachment?

Liontrust Multi-Asset team

In this article, we ask whether the US can create fresh highs under the new President and highlight US funds held by the team. Read more
John Husselbee

Tactical Asset Allocation update: Q4 2020

John Husselbee explains the Multi-Asset team’s current TAA and how this has been impacted by the 4th quarter of 2020, along with an update on their view on Bitcoin. Read more

Liontrust Global Technology Fund

Q4 2020 review

Many technology companies continue to be a fantastic place to invest, both benefiting from and driving trends that have been taking place for many years and, while accelerated during the pandemic, will continue to grow for many years to come. Read more

Liontrust Japan Equity Fund

Q4 2020 review

In a continuation of the previous quartertly market trading patterns, the Fund’s underlying equity portfolio collectively outperformed due principally to the Fund’s exposure to the previously hard hit more cyclical areas. Read more

Liontrust US Opportunities Fund

Q4 2020 review

The majority of the performance has been from stock specific factors but in general, given the market backdrop, our smaller market cap holdings and companies in sectors and industries that were most impacted by the crisis performed strongly. Read more

Liontrust Income Fund

Q4 2020 review

Investor sentiment improved markedly in the final quarter, with most turning their attention to lowly-rated companies that had suffered the most during the first three quarters of the year. Read more

Liontrust US Income Fund

Q4 2020 review

US Income strategies in general have struggled this year in the face of a market dominated by technology and particularly mega-tech companies. Read more

Liontrust Latin America Fund

Q4 2020 review

Portfolio returns were helped by the performance of consumer discretionary and utilities in Brazil, and financials in Mexico and Chile. Read more

Liontrust Japan Opportunities Fund

Q4 2020 review

This quarter, the major contributors were the semiconductor silicon suppliers that leapt on the news of further consolidation within the sector as well as booming IT equipment sales relating to Covid’s boosting of remote working. Read more

Liontrust India Fund

Q4 2020 review

The final quarter of 2020 saw Indian equities continue the strong upsurge from the March lows, driven by rapidly improving sentiment both at home and abroad. Read more

Liontrust Global Dividend Fund

Q4 2020 review

The Biden presidency and new structure of the Senate will provide investors with increased policy certainty over the next four years, so we see this as a positive development for markets. Read more

Liontrust Global Alpha Fund

Q4 2020 review

The true long-term economic cost of the pandemic remains difficult to fathom at this stage. As such, we believe it is vital investors remain vigilant and we expect volatility to be a key feature of the months ahead. Read more

Liontrust European Opportunities Fund

Q4 2020 review

Global markets rallied in the fourth quarter as vaccine announcements led to hopes that mass vaccination will allow for a return to normalcy, despite coronavirus cases rising across the world. Read more

Liontrust Emerging Markets Fund

Q4 2020 review

The outperformance was predominantly driven by strong stock selection, with key highlights being in China/Hong Kong, where China Resources Beer and Haier Electronics rallied firmly as the economy continued to open up. Read more

Liontrust China Fund

Q4 2020 review

Strong performance relative to the MSCI benchmark was supported by the renewables exposure in our portfolio, which continued to benefit from President Xi’s announcement of China’s goal to be carbon neutral by 2060. Read more

Liontrust Balanced Fund

Q4 2020 review

The Fund handed back some relative performance in Q4, a period during which value stocks enjoyed a considerable rebound. This was buoyed by news of a vaccine, with more cyclical/physical economy stocks leading markets. Read more

Liontrust Global Equity Fund

Q4 2020 review

The growing prospect of an economic return to normality – though the path is sure to contain various twists and turns – favoured stocks during the quarter worst hit so far during the crisis. Read more

Liontrust Global Smaller Companies Fund

Q4 2020 review

We believe global small caps are also worth considering now because of their relatively cheap valuations and their potential for economic growth as we come out of this crisis. Read more

Liontrust Russia Fund

Q4 2020 review

The majority of the underperformance during the quarter came from our underweight in the energy sector, as well as our overweights in gold miners and technology stocks. Read more

Liontrust UK Ethical Fund

Q4 2020 review

Trainline and National Express among top names as transport sector rallies on vaccine news. Read more

Liontrust SF European Growth Fund

Q4 2020 review

Financial names including Q3 addition Avanza and DNB key to Q4 outperformance. Read more

Liontrust GF SF European Corporate Bond Fund

Q4 2020 review

Banking exposure key as sector responds well to extended stimulus measures. Read more

Liontrust SF Defensive Managed Fund

Q4 2020 review

Asset allocation positive over quarter, with overweight equity and infrastructure positions beneficial. Read more

Liontrust SF Corporate Bond Fund

Q4 2020 review

Strong technical backdrop continues for credit, with low issuance, enhanced support packages and rising demand for yield. Read more

Liontrust SF Managed Growth Fund

Q4 2020 review

New additions over Q4 included Spotify and Illumina. Read more

Liontrust SF Managed Fund

Q4 2020 review

Semiconductor names among best Q4 performers, include Cadence, ASML and Infineon. Read more

Liontrust SF Cautious Managed Fund

Q4 2020 review

Familiar names such as Autodesk, Infineon and ASML among top performers in fourth quarter. Read more