Month

Year

Posts:

Fund manager

Funds:

Liontrust Special Situations Fund

January 2018 review

UK equities fall, but Fund benefits from low bond-proxy exposure. Read more

Liontrust UK Growth Fund

January 2018 review

UK equities fall, but Fund benefits from low bond-proxy exposure. Read more

Liontrust UK Smaller Companies Fund

January 2018 review

Upbeat portfolio newsflow – including takeover deal – helps drive positive return. Read more

Liontrust GF Special Situations Fund

January 2018 review

UK equities fall, but Fund benefits from low bond-proxy exposure. Read more

Liontrust UK Micro Cap Fund

January 2018 review

Upbeat portfolio newsflow helps drive positive return. Read more

Liontrust European Growth Fund

January 2018 review

Financial holdings shine as cyclical sectors outperform. Read more

Liontrust Global Income Fund

January 2018 review

Fund outperforms as global equities slow amid bond sell-off. Read more

Liontrust GF European Smaller Companies Fund

January 2018 review

Scandic Hotels profit warning weighs on performance. Read more
David Roberts

Finding relative value in bonds (or what to do when the world is against you)

Investors may believe the general level of prices in fixed income markets look a bit steep but David Roberts highlights three of the “macro” imbalances that he believes they can currently benefit from exploiting. Read more

Liontrust Asia Income Fund

January 2018 portfolio changes

Three new positions initiated – Beijing Enterprises Water, Land & Houses and Bank of China. Read more

Liontrust GF European Strategic Equity Fund

January 2018 review

Positive returns held back by short book weakness. Read more
Stuart Steven

Two themes for 2018 – steeper yields and avoiding expensive CoCos

Fixed income investors face two key themes this year. First, how to navigate rising interest rates and a steepening yield curve and, second, whether investors are being compensated for the risk of investing in CoCos. Stuart Steven, Head of the Sustainable Fixed Income team at Liontrust, explains the implications for investors. Read more
John Husselbee

Thoughts on a long-awaited correction

The stock market falls of the past few days appear to be driven by fear of rising inflation and interest rates. John Husselbee provides his thoughts on the long-awaited correction. Read more

The Multi-Asset Process

January 2018 market review

As has become the norm over the last year, we had market highs and political chaos during January. Read more
David Roberts

Why markets have been pitched a curveball

The market falls of the past few days have been sparked by the worry that US interest rates will rise faster than expected. David Roberts, Head of Global Fixed Income at Liontrust, argues that the shape of the yield curve is in fact a superior forecaster and explains what it is telling us about the outlook for the economy. Read more

2018: what should investors expect this year?

Anthony Cross, Carolyn Chan, Neil Brown, John Husselbee, Olly Russ, Samantha Gleave & Stephen Bailey

In this short video, Liontrust fund managers discuss the potential opportunities, biggest risks and which events to look out for this year. Read more

Liontrust UK Ethical Fund

Q4 2017 review

Stocks highlighted include Softcat, Hargreaves Lansdown, Crest Nicholson and Cineworld. Read more

Liontrust SF UK Growth Fund

Q4 2017 review

Stocks highlighted include GW Pharmaceuticals, Softcat, GlaxoSmithKline and CVS. Read more

Liontrust SF Managed Fund

Q4 2017 review

Fund maintains overweight equities and credit and underweight gilt positions. Read more

Liontrust SF Global Growth Fund

Q4 2017 review

Stocks highlighted include Kyudenko, Kerry, and banks First Republic and DNB. Read more

Liontrust SF European Growth Fund

Q4 2017 review

Stocks highlighted include Kerry, new position Umicore, DNB and Inditex. Read more

Liontrust SF Defensive Managed Fund

Q4 2017 review

Stocks highlighted include Kyudenko, Kerry, and banks First Republic and DNB. Read more

Liontrust SF Corporate Bond Fund

Q4 2017 review

Established positives remain in place for credit, namely favourable technicals and a supportive economic backdrop. Read more

Liontrust SF Cautious Managed Fund

Q4 2017 review

Fund maintains overweight equities and credit and underweight gilt positions. Read more

Liontrust SF Absolute Growth Fund

Q4 2017 review

Cash weighting rises to 12% after a strong year for equity markets, with some consolidation possible in early 2018. Read more

Liontrust Monthly Income Bond Fund

Q4 2017 review

Stock selection within financial services, banks, telecoms and utilities continued to drive returns in Q4. Read more

Liontrust Asia Income Fund

Q4 2017 review

Asia equity performance underpinned by improving earnings expectations, China resilience. Read more

Liontrust UK Smaller Companies Fund

December 2017 review

Heavy fall for IDOX but positive fund return overall. Read more

Liontrust UK Micro Cap Fund

December 2017 review

Two new stocks added. Read more

Liontrust UK Growth Fund

December 2017 review

Fund lags ‘Santa rally’ as large caps – and miners in particular – dominate. Read more

Liontrust Special Situations Fund

December 2017 review

Fund lags ‘Santa rally’ as large caps – and miners in particular – dominate. Read more

Liontrust GF Special Situations Fund

December 2017 review

Fund lags ‘Santa rally’ as large caps – and miners in particular – dominate. Read more

Liontrust Global Income Fund

December 2017 review

South African stocks and materials sector holdings the bright spots in December. Read more

Liontrust European Growth Fund

December 2017 review

European market gains led by small caps. Read more

Liontrust GF European Smaller Companies Fund

December 2017 review

Holdings in materials and energy sectors experience good gains. Read more

Liontrust GF European Strategic Equity Fund

December 2017 review

Strong long-book returns outstrip MSCI Europe and outweigh short book losses. Read more

The Multi-Asset Process

December 2017 market review

Last year ended on a familiar note to the rest of 2017, with Brexit and Trump dominating the headlines and stock markets hitting record highs. John Husselbee, Head of Multi-Asset at Liontrust, evaluates where investors might find value in 2018. Read more

Reasons to be cheerful in 2018

John Husselbee, Olly Russ, Jamie Clark, Mark Williams, Anthony Cross, Peter Michaelis & James Inglis-Jones

Stock markets reached record highs in 2017 as the second longest bull market in history continued. This strong equity performance was generated in spite of another year of global political uncertainty and rises in interest rates in the US and the UK. Can this positive environment for stock markets continue? Liontrust fund managers highlight data, trends and analysis that provide reason for investor optimism in 2018. Read more

Liontrust UK Smaller Companies Fund

November 2017 review

Fund outperforms as small and micro caps hold up better than wider market. Read more

Liontrust Special Situations Fund

November 2017 review

UK equities edge lower, led by large-caps. Read more

Liontrust UK Growth Fund

November 2017 review

UK equities edge lower, led by large-caps. Read more

Liontrust UK Micro Cap Fund

November 2017 review

Fund outperforms as small and micro caps hold up better than wider market. Read more

Liontrust GF Special Situations Fund

November 2017 review

UK equities edge lower, led by large-caps. Read more

Driving to a safer future

Neil Brown

Government figures show that more than 27,000 people were killed or seriously injured on UK roads over the 12 months to the end of June 2017, with more than 176,000 incidents in total. Read more
Martyn Jones

Learning the value of education

Education plays a part in four of the UN’s Sustainable Development Goals and benefits countries financially, with every $1 invested yielding $10 in economic returns. Martyn Jones of the Liontrust Sustainable Investment team explains how investors may also benefit from the expected growth in spending on education around the world. Read more

Liontrust Global Income Fund

November 2017 review

Big 5 Sporting Goods stands out as consumer sectors rally. Read more

Liontrust European Growth Fund

November 2017 review

Weakness in cyclical sectors weighs on Fund. Read more

Liontrust GF European Smaller Companies Fund

November 2017 review

European equities fall as earnings take centre stage. Read more
Martyn Jones

Healthy investing

Martyn Jones explains how companies can help people achieve a better lifestyle through healthier eating and physical activity, while also potentially benefitting financially. Read more
John Husselbee

2017 in review – and a glance towards 2018

As many predicted, the twin forces of Brexit and Donald Trump have dominated headlines in a year of elections, nuclear sabre rattling and, for the most part, rising markets. John Husselbee looks back at the key events of 2017 and forward to next year – with more Trump, more Brexit and a side order of policy normalisation to keep things exciting. Read more