Month

Year

Posts:

Fund manager

Funds:

Liontrust Monthly Income Bond Fund

Q4 2020 review

Solid period for credit as vaccine news drives rally in risk assets. Read more

Liontrust SF Global Growth Fund

Q4 2020 review

Financials including Avanza, Charles Schwab and First Republic among top contributors over quarter. Read more

Liontrust SF UK Growth Fund

Q4 2020 review

Ceres Power and several financial names lead performance over fourth quarter. Read more

Liontrust GF SF Global Growth Fund

Q4 2020 review

Financials including Avanza, Charles Schwab and First Republic among top contributors over quarter. Read more

Liontrust GF SF Pan-European Growth Fund

Q4 2020 review

Consumer names including Trainline and Basic-Fit among top holdings, rewarding call to add to these in Q3. Read more

Liontrust Global Dividend Fund

December 2020 review

Alongside the positive news surrounding a number of Covid-19 vaccines, the Biden presidency and new structure of the Senate will provide investors with increased policy certainty over the next four years, which we see as a positive development for markets. Read more

Liontrust Asia Income Fund

Q4 2020 review

Reassertion of company fundamentals underpins good 2021 outlook for Asian markets. Read more

Liontrust GF UK Growth Fund

December 2020 review

Contrasting investor reactions to Halma and Sage Group business reorganisations. Read more

Liontrust UK Growth Fund

December 2020 review

Contrasting investor reactions to Halma and Sage Group business reorganisations. Read more

Liontrust Special Situations Fund

December 2020 review

IMImobile shares jump on Cisco takeover approach. Read more

Liontrust GF Special Situations Fund

December 2020 review

IMImobile shares jump on Cisco takeover approach. Read more

Liontrust UK Smaller Companies Fund

December 2020 review

IMImobile shares jump on Cisco takeover approach. Read more

Liontrust UK Micro Cap Fund

December 2020 review

Nucleus Financial Group confirms takeover approach and D4t4 Solutions wins two significant contracts. Read more

Liontrust GF Strategic Bond Fund

December 2020 review

Yield curve steepening theme is an important theme for 2021; we are likely to continue to oscillate in a 2.5 to 3-year duration range until the US 2s10s yield curve widens to 125 basis points. Read more

Liontrust Strategic Bond Fund

December 2020 review

Yield curve steepening theme is an important theme for 2021; we are likely to continue to oscillate in a 2.5 to 3-year duration range until the US 2s10s yield curve widens to 125 basis points. Read more

Liontrust GF High Yield Bond Fund

Q4 2020 review

Quarter finishes with rally in low-quality bonds of the type the Fund avoids, but the portfolio outlook for 2021 is positive. Read more

Liontrust GF Absolute Return Bond Fund

Q4 2020 review

Weightings in the Carry Component and Selection have been trimmed in favour of targeting Rates alpha, a reflection of the market’s tight credit spreads. Read more

Liontrust GF European Strategic Equity Fund

December 2020 review

Long book drives Fund performance as vaccine roll-out begins. Read more

Liontrust Global Income Fund

December 2020 review

Rise in iron ore prices supports mining holdings. Read more

Liontrust GF European Smaller Companies Fund

December 2020 review

Strong cash management sees improvement in Vistry’s outlook. Read more

Liontrust European Growth Fund

December 2020 review

Moncler and Pandora among group of consumer stocks to rally in December. Read more
Donald Phillips

High yield should remain on the radar for 2021

Donald Phillips of the Liontrust Global Fixed Income team says a 4% to 5% base case for high yield bond returns in 2021 stacks up well against other asset classes, with the benefits of non-negotiable interest payments and the team seeking to limit default risk. Read more

The Multi Asset Process

December 2020 Market Review

After a torrid year, 2021 promises no more Trump, Brexit and, hopefully, Covid-19. John Husselbee warns of tough months ahead but says the end of these forces should mean more clarity for markets and broader performance than the tech domination of recent years. Read more

Reasons to be Cheerful in 2021

Samantha Gleave, Victoria Stevens, Phil Milburn, Robin Geffen, Storm Uru and the Multi-Asset team

While 2020 was a year that no one will forget, mainly for the wrong reasons, there is cause for optimism in 2021. Liontrust fund managers highlight investment ideas that give them reasons to be cheerful for the year ahead. Read more

Why own bonds in 2021?

Liontrust Global Fixed Income Team

Investors are facing three challenges when investing in bond markets at the moment – in aggregate they look expensive, there is a lack of yield and they have higher interest rate risk. The Liontrust Global Fixed Income team explains why there are still opportunities to take advantage of market inefficiencies and generate relatively attractive levels of income. Read more

Liontrust GF European Smaller Companies Fund

November 2020 review

Vistry Group and Bekaert issue bullish outlooks as trading improves. Read more

Liontrust European Growth Fund

November 2020 review

Vaccine rally provides a boost for value stocks. Read more

Liontrust GF European Strategic Equity Fund

November 2020 review

Long book participates in vaccine rally as energy and financial stocks shine. Read more

Liontrust Global Income Fund

November 2020 review

IAG and Carnival amongst the top performers after vaccine news sparks sharp upturn for equities. Read more
John Husselbee

2020: Words of this unprecedented year

John Husselbee tracks the linguistic developments of a year that made the world all too aware of the difference between an epidemic and a pandemic and looks ahead to 2021. Read more
Storm Uru

Where can income investors go for dividend growth?

Despite a bleak outlook for income investors, Storm Uru explains that over the next decade income investing will not be about chasing yield but buying an increasing number of companies that are well-positioned to drive dividend growth for investors. Read more
Peter Michaelis

Ongoing evolution of our Sustainable Investment themes

The Sustainable Investment team have added a new leisure theme and updated three others as part of their annual review. Peter Michaelis explains the reasoning behind and opportunities for these themes. Read more
Martyn Jones

Encouraging sustainable leisure – introducing our new theme

With leisure activities seen as a fundamental human need and increasingly important for a healthier future, Martyn Jones introduces the Sustainable Investment team’s newest theme and some of the stocks exposed to it. Read more

Liontrust GF UK Growth Fund

November 2020 review

WH Smith the largest portfolio riser on hopes of post-vaccine trading recovery. Read more

Liontrust UK Growth Fund

November 2020 review

WH Smith the largest portfolio riser on hopes of post-vaccine trading recovery. Read more

Liontrust Special Situations Fund

November 2020 review

Oil & gas holdings give some exposure to market’s rally on vaccine news, as sector rises 30%. Read more

Liontrust GF Special Situations Fund

November 2020 review

Oil & gas holdings give some exposure to market’s rally on vaccine news, as sector rises 30%. Read more

Liontrust UK Micro Cap Fund

November 2020 review

Around half of portfolio registers double-digit percentage rises amid vaccine rally and busy month for company updates. Read more

Liontrust UK Smaller Companies Fund

November 2020 review

Fund adds holding in Inspecs, a designer, manufacturer and distributor of eyewear frames. Read more
Samantha Gleave

Avoiding the crowds

Taking a contrarian investment view may seem like an added risk after all the uncertainty this year but Samantha Gleave explains why investors should consider avoiding the crowds. Read more

The Multi Asset Process

November 2020 Market Review

Vaccine news and the promise of calmer political waters drove a record month for equities in November. John Husselbee highlights reasons for hope after a difficult 2020 although the long-term Covid scarring suggested by grim economic forecasts should give some pause to runaway markets. Read more
David Roberts

12 Myths of Bondmas

There are many misconceptions about the bond market and the forces that drive it. In this article, Global Fixed Income team fund manager David Roberts tackles 12 of the biggest current myths of investing in bonds. Read more

Liontrust Global Dividend Fund

November 2020 review

Positive vaccine developments combined with the reduced US election uncertainty have provided a positive backdrop to equity prices leading to a broad rally across global equities. Read more

Liontrust Strategic Bond Fund

November 2020 review

A lot of the recent good macro news is now baked into credit spreads; we therefore trimmed credit risk towards neutral levels. Read more

Liontrust GF Strategic Bond Fund

November 2020 review

A lot of the recent good macro news is now baked into credit spreads; we therefore trimmed credit risk towards neutral levels. Read more
Mike Appleby

1.5 Degree Transition Challenge: engagement update

At the start of 2020, the Liontrust Sustainable Investment team called for all companies within its equity and bond funds to explain how they plan to decarbonise their businesses to limit global warming to 1.5 degrees. Mike Appleby gives a progress report on the engagement activity. Read more

Q4 Strategy – How Steep Can Curves Go?

Liontrust Global Fixed Income Team

With economic prospects looking strong for the second half of 2021 and inflationary pressures likely to rise, the Global Fixed Income team explain how their portfolios are positioned for next year. Read more
Laurie Don

Early detection and ongoing innovation key in cancer fight

With many cancers detected too late for treatment, Laurie Don highlights ongoing work in the field of liquid biopsy as the kind of innovation that continues to attract the Sustainable Investment team to the healthcare sector. Read more
Aitken Ross

The case for sustainable insurance

While insurance is unlikely to be the first area that comes to mind for ESG investors, with attractive sustainable credentials, fundamentals and valuations, the sector demands a core position in the SF Bond portfolios. Read more
William Geffen

5 technology trends for a “normal” world

Covid-19 prompted an acceleration of technological trends, leading to strong returns for the sector in aggregate. But with a return towards normality likely in the next few months, Will Geffen analyses which of these trends might be sustained. Read more