The Multi-Asset Process November 2017 market review John Husselbee casts an eye over developments over the month, with a thin Budget announcement in the UK and controversy surrounding proposed tax cuts in the US. Read more Liontrust GF European Strategic Equity Fund November 2017 review Short book unable to offset broad market weakness. Read more Banking on returns Chris Foster Chris Foster describes how banks can drive shareholder returns by being a powerful force for good for their customers. Read more Winning by not losing: parking the fund management bus John Husselbee Defensive tactics in football often come under fire but can form the basis of a title-winning campaign. A key part of our investment approach is winning by not losing, meaning we focus as much on avoiding losses as we do on generating gains, and we believe this can help to produce long-term wealth creation. Read more Lower CO2 emissions from Liontrust Sustainable Future Funds Mike Appleby Analysis shows the Liontrust Sustainable Future Funds continue to emit significantly less CO2 – on average emitting 65% less carbon dioxide from their operations than their benchmarks, as the illustration and chart show. Read more The investment opportunity in ‘Fossil Fuel Free’ Neil Brown Neil Brown discusses how Liontrust’s Sustainable Future Funds benefit from investing in businesses that are profiting from the ‘Fossil Free’ movement. Read more Liontrust Special Situations Fund October 2017 review Craneware leads strong contribution from Fund’s mid and small-caps. Read more Liontrust UK Growth Fund October 2017 review Domino’s Pizza Q3 statement reassures after sales growth slowdown earlier in year. Read more Liontrust UK Micro Cap Fund October 2017 review Contrasting fortunes for Vianet and Netcall as investors digest acquisitions. Read more Liontrust UK Smaller Companies Fund October 2017 review Bullish dotdigital, Learning Technologies updates help Fund outperform. Read more Liontrust GF Special Situations Fund October 2017 review Craneware leads strong contribution from Fund’s mid and small-caps. Read more Road to prosperity Neil Brown The United Nations has targets to halve the number of deaths and injuries from road traffic accidents by 2020. This is not only the right thing to do but is also profitable for those companies that can develop the technologies that will deliver this target. Read more Liontrust Asia Income Fund October 2017 portfolio changes Adding a position in market leading Chinese clothing company. Read more Liontrust GF European Smaller Companies Fund October 2017 review Energy holdings rally as oil hits two year high. Read more Liontrust Global Income Fund October 2017 review US and Japanese equity rally causes Fund returns to lag. Read more Liontrust European Growth Fund October 2017 review ECB’s QE plans help lift European stocks. Read more The Multi-Asset Process October 2017 market review The Bank of England and Federal Reserve have wrestled some of the news agenda away from political uncertainty with a rise in interest rates and a new chair. John Husselbee looks at the implications. Read more Is it worth waiting for a correction? John Husselbee Last week’s first interest rate rise in the UK for 10 years was widely trumpeted as a boon for savers, with deposit rates having been pinned close to zero since 2009. Read more How the Sustainable Future funds are aligned with the Sustainable Development Goals Mike Appleby We have been asked by clients to show how the companies we invest in for our Sustainable Future range of funds are aligned with the United Nations’ Sustainable Development Goals (SDG). Read more Liontrust GF European Strategic Equity Fund October 2017 review Energy holdings rally as oil hits two year high. Read more The investment case for “doing good” Peter Michaelis Sustainable investment is not only for investors who want their investments to “do good” and benefit society. We believe there is also a compelling investment case for all investors taking this approach. This is because long-term transformative developments, such as technological and medical advancements, not only have positive impacts on society, they have the potential to deliver attractive returns for investors as well. Read more Liontrust’s Ghoulish Gallery Matt Tonge, Mike Appleby, Stephen Bailey, Olly Russ, John Husselbee, Mark Williams & James Inglis-Jones Our fund managers highlight the charts, stats and facts with the potential to spook investors this Halloween and explain how their portfolios are positioned to withstand them. Read more Sustainable business Mike Appleby Sustainable investment offers business opportunities to advisers because we believe that interest in and demand for this area will only continue to grow. Read more Investing for tomorrow, today Peter Michaelis Sustainability is an increasingly important theme for today’s consumers, who want what they wear, eat and even drive to both benefit themselves and have a positive impact on the world around them. Sustainable investment also has the potential to have positive impacts on society and to deliver attractive returns for investors as well. Read more Liontrust UK Ethical Fund Q3 to end September 2017 review Porvair sold down in a strong Q3 due to animal testing criteria. Read more Liontrust SF UK Growth Fund Q3 to end September 2017 review Sophos, Worldpay and RPC were key holdings in Q3, with Gym Group a new addition to the portfolio. Read more Liontrust SF Managed Fund Q3 to end September 2017 review Stock selection adds value over the quarter, with names including ASML and Sophos leading the charge. Read more Liontrust SF Global Growth Fund Q3 to end September 2017 review ASML, Keyence and Alexion play key roles in returns over Q3. Read more Liontrust SF European Growth Fund Q3 to end September 2017 review ASML, DNB and Kingspan contribute towards returns in Q3. Read more Liontrust SF Defensive Managed Fund Q3 to end September 2017 review Stock selection adds value over the quarter, with outperformance from names including ASML and Sophos but a weaker period for Acuity Brands. Read more Liontrust SF Corporate Bond Fund Q3 to end September 2017 review Overweight in insurance and underweight duration positions were key in Q3. Read more Liontrust SF Cautious Managed Fund Q3 to end September 2017 review Overweights to global and UK equities, and underweights to cash and government bonds, remain key asset allocation decisions. Read more Liontrust SF Absolute Growth Fund Q3 to end September 2017 review In a strong quarter for equities overall, Keyence and Alexion have been standouts. Read more Liontrust European Growth Fund September 2017 review Energy stocks dominate risers as oil price gains 10%. Read more Liontrust Global Income Fund September 2017 review Rise in bond yields hurts some high-yield equity sectors. Read more Liontrust GF European Smaller Companies Fund September 2017 review Benign small cap backdrop allows gains for many holdings. Read more Liontrust GF European Strategic Equity Fund September 2017 review Long book participates in market rally but short book sees weakness. Read more Liontrust Asia Income Fund Q3 2017 review South Korea provided the biggest contribution to the Fund’s strong quarterly return, followed by Taiwan. Read more Liontrust Monthly Income Bond Fund Q3 to end September 2017 review Performance drivers include stock selection in the bank, utility, insurance and telecom sectors. Read more Liontrust Special Situations Fund September 2017 review Integrated oil & gas, engineering and support services stocks benefit from oil price rally. Read more Liontrust UK Growth Fund September 2017 review Integrated oil & gas, engineering and support services stocks benefit from oil price rally. Read more Liontrust UK Micro Cap Fund September 2017 review Bioventix tops portfolio risers after raising profit guidance. Read more Liontrust UK Smaller Companies Fund September 2017 review Accesso Technology defies adverse weather conditions to post strong interim results. Read more The Multi-Asset Process September 2017 market review John Husselbee discusses the Federal Reserve’s tapering announcement in September: bears have long claimed this could deflate markets but history suggests there could be plenty left in the equity tank. Read more The PRI 12 years on Peter Michaelis 'We must work to make companies do more to respect human rights; to allow collective bargaining; we must develop ways to reduce inequality, to curtail CEO pay; we must accelerate decarbonisation; rein in the tech giants and ensure we achieve the Sustainable Development goals.' Read more Liontrust Special Situations Fund August 2017 review Fall in AA shares restricts Fund’s gains. Read more Liontrust UK Growth Fund August 2017 review Fall in AA shares restricts Fund’s gains. Read more Liontrust UK Smaller Companies Fund August 2017 review Company newsflow drives four biggest share price moves. Read more Liontrust UK Micro Cap Fund August 2017 review Bioquell biggest mover on raised profit forecast. Read more What does the BoE’s rate hint mean for stock pickers? Samantha Gleave “…monetary policy could need to be tightened by a somewhat greater extent over the forecast period than current market expectations.” Monetary Policy Committee Decision, 14 September 2017. Read more