Month

Year

Posts:

Fund manager

Funds:

Phil Milburn

How much duration?

Phil Milburn explains the importance of managing absolute duration risk and not chasing the most expensive risks in the market in running the new Liontrust GF Strategic Bond Fund. Read more
John Husselbee

How our strategic asset allocation is changing

John Husselbee lifts the lid on the scientific side of multi-asset investing, outlining the impact of our annual strategic asset allocation review. Read more
David Roberts

Italian politics – a renewed threat to the Goldilocks scenario?

David Roberts comments on current election turmoil in Italy – is this a renewed threat to the Goldilocks scenario? Read more
David Roberts

What do 3% US bond yields mean for investors?

With US 10-year bond yields breaching the 3% level today for the first time since 2014, David Roberts examines what this means for fixed income markets. Read more

Liontrust UK Ethical Fund

Q1 2018 review

Stocks highlighted include Softcat, Worldpay, LSE and TruFin. Read more

Liontrust SF UK Growth Fund

Q1 2018 review

Stocks highlighted include Softcat, Abcam, Worldpay and TruFin. Read more

Liontrust SF Managed Fund

Q1 2018 review

Overall economic momentum remains strong and we believe a trade war between China and the US is not in either country’s interest. Read more

Liontrust SF Global Growth Fund

Q1 2018 review

Stocks highlighted include SS&C, Adobe and ThermoFisher. Read more

Liontrust SF European Growth Fund

Q1 2018 review

Stocks highlighted include Naturex, ASML, Hella and Valeo. Read more

Liontrust SF Defensive Managed Fund

Q1 2018 review

Portfolio ends quarter overweight equities and credit and underweight cash and Gilts. Read more

Liontrust SF Corporate Bond Fund

Q1 2018 review

Fund’s overweight to credit was a positive amid a tough quarter, primarily through allocations to telecoms and banks. Read more

Liontrust SF Cautious Managed Fund

Q1 2018 review

Stocks highlighted include SS&C, ThermoFisher, Softcat and Abcam. Read more

Liontrust SF Absolute Growth Fund

Q1 2018 review

Cash weighting falls in March as managers take advantage of market correction. Read more

Liontrust Monthly Income Bond Fund

Q1 2018 review

Underweight position to interest rate risk was main contributor to performance over Q1. Read more
David Roberts

Brexit caution should not delay rate hikes

Yesterday’s comments from Mark Carney suggest an interest rate hike in May is not a done deal. David Roberts argues that with ‘good’ and ‘bad’ Brexit scenarios both ultimately resulting in inflation, rates need to rise. Read more

Ending plastic pollution – an ocean of opportunity

Neil Brown

Earth Day 2018 is focused on global solutions to plastic pollution as waste continues to clog up our oceans. As sustainable investors, we see the financial value, the environmental and social impacts and, therefore, the benefit to our clients in companies that can help deliver this transition. Read more

Liontrust GF European Smaller Companies Fund

March 2018 review

Sector trends reverse as European markets succumb to trade war concerns. Read more

Liontrust Global Income Fund

March 2018 review

Trade war jitters lead global markets lower. Read more

Liontrust European Growth Fund

March 2018 review

Good returns on consumer sector holdings take edge off market weakness. Read more

Liontrust UK Micro Cap Fund

March 2018 review

Very strong debut for GRC International, a new holding which joined the AIM market in March. Read more

Liontrust UK Smaller Companies Fund

March 2018 review

KTC and Simplybiz added to the Fund via initial public offerings. Read more

Liontrust UK Growth Fund

March 2018 review

NEX and Shire rise on takeover news. Read more

Liontrust Special Situations Fund

March 2018 review

Takeover approaches help Fund to flat return against weak market backdrop. Read more

Liontrust GF Special Situations Fund

March 2018 review

Takeover approaches help Fund to flat return against weak market backdrop. Read more

Liontrust GF European Strategic Equity Fund

March 2018 review

Trade war jitters weigh on long book holdings. Read more

Liontrust Asia Income Fund

Q1 2018 review

Trade spat between the US and China marks a deterioration, but is unlikely to escalate into a longer-term trade war. Read more

The Multi-Asset Process

March 2018 market review

With the tariff trade-off between the US and China dragging markets down in March, John Husselbee looks at what another weak month means for investors. Read more
Phil Milburn

The wary canary and the LIBOR OIS spread

The US 3 month LIBOR OIS spread has widened since the start of the year, prompting questions about whether this is a sign of stress in the market for the wholesale liability financing of US banks. Phil Milburn analyses what has driven the widening and what this means for investors. Read more
Kenny Watson

Is green the new black for bonds?

There was record issuance of green bonds last year and levels are expected to exceed $250bn in 2018. Kenny Watson analyses the investment case for this part of the fixed income market. Read more
Simon Clements

A postcard from Asia

Fresh from seeing companies across Japan, Hong Kong and China, Simon Clements reports back on a region increasingly embracing the idea that ESG can drive long-term success. Read more
John Husselbee

All eyes on the dollar

Tracking the dollar over the next 12 months and beyond will likely give a better perspective on markets than daily newsflow, according to John Husselbee. Read more
John Husselbee

Time to re-board the value train?

John Husselbee highlights a potential opportunity in value stocks this year after a long period out of favour since the financial crisis. Read more
John Husselbee

Winning by not losing in 2018 and beyond

Following another busy asset management conference season, John Husselbee picks out key talking points for the rest of 2018. Read more

Liontrust UK Smaller Companies Fund

February 2018 review

Upbeat newsflow helps Fund avoid worst of small cap weakness. Read more

Liontrust UK Micro Cap Fund

February 2018 review

Fund holds up well amid broad-based weakness in micro-cap stocks. Read more

Liontrust UK Growth Fund

February 2018 review

Another setback for AA, but Fidessa rises on takeover approach. Read more

Liontrust Special Situations Fund

February 2018 review

Another setback for AA, but Fidessa rises on takeover approach. Read more

Liontrust Global Income Fund

February 2018 review

Rise in South African rand aids performance. Read more

Liontrust GF European Smaller Companies Fund

February 2018 review

Strong Q4 company updates help Fund avoid worst of equity sell-off. Read more

Liontrust European Growth Fund

February 2018 review

Strong Q4 company updates help Fund avoid worst of equity sell-off. Read more
David Roberts

Trump trumps Italy?

David Roberts considers how Donald Trump’s trade war threats and a troubled Italian election could affect bond markets. Read more

Liontrust GF European Strategic Equity Fund

February 2018 review

Fund bucks European equity weakness with strong long and short book contributions. Read more

Calorie reduction targets lead drive towards healthier food

Neil Brown

With tough calorie reduction targets announced for the next five years, Neil Brown highlights stocks well placed to benefit from a move towards healthier eating. Read more

The Multi-Asset Process

February 2018 market review

John Husselbee reviews the state of global markets after the long-awaited correction in equities in early February. Read more

Liontrust Asia Income Fund

February 2018 portfolio changes

Within Thailand allocation, Ratchaburi Electricity switched into Land & Houses due to superior earnings growth potential. Read more
David Roberts

What the new Fed Chair means for bond markets

Jerome Powell has signalled that the US central bank is likely to raise rates by another 1% during 2018. In light of this, David Roberts outlines his core views on bond markets. Read more

Bullish predictions on electric cars too conservative

Neil Brown

Valeo has predicted this week that electric vehicles will comprise 10% of car sales by 2025. While this would represent major growth from the current 1%, Liontrust’s Neil Brown believes this estimate could ultimately prove to be conservative. Read more
Aitken Ross

Where is the value in bond markets as rates rise?

With predictions of the end of the bond bull market and interest rates expected to continue to move upwards, Aitken Ross highlights where the Liontrust Sustainable Investment Fixed Income team see opportunities in what may be a tougher environment. Read more
Phil Milburn

Securitisations, alignment of interests and a recent DC Court ruling on CLO risk retention

Now if that catchy title does not tickle your fancy then you are still a functioning human and have not descended fully into the world of being a bond geek! However, the ruling does have some small ramifications for the US high yield bond market and is a sign of the retrenchment in regulation we are witnessing in the US. Read more
David Roberts

They think it’s all over, it isn’t yet

Following the yield curve flattening aggressively in January 2018, we have seen a “bear-steepener”: all bonds falling in price and longer dated ones suffering more. David Roberts explains what this might mean for investors. Read more