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 High yield should remain on the radar for 2021 Donald Phillips 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 2020: Words of this unprecedented year John Husselbee 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 Where can income investors go for dividend growth? Storm Uru 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 Ongoing evolution of our Sustainable Investment themes Peter Michaelis 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 Encouraging sustainable leisure – introducing our new theme Martyn Jones 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 Avoiding the crowds Samantha Gleave 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 12 Myths of Bondmas David Roberts 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 1.5 Degree Transition Challenge: engagement update Mike Appleby 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 Early detection and ongoing innovation key in cancer fight Laurie Don 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 The case for sustainable insurance Aitken Ross 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 5 technology trends for a “normal” world William Geffen 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