Goodbye to an old friend – GW Pharma to leave Sustainable funds after 20 years Peter Michaelis 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 The Year of the Ox: Three themes for growth in China Ruth Chambers 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 Stonks, GameStop and Robinhood – a brave new world of investing? John Husselbee 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 Six small cap stocks investing in growth for 2021 Alex Wedge 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 In a world of negative interest rates, can bond investors still expect positive returns? 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 How to find real yield in 2021 John Husselbee 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 Are we wasting energy by looking for eurozone inflation? David Roberts 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 Tactical Asset Allocation update: Q4 2020 John Husselbee 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