Liontrust SF Managed Fund Q1 2020 review Structural growth focus shields fund from worst-hit sectors. Read more Liontrust SF Global Growth Fund Q1 2020 review Fund tops up PayPal and Visa as digital economy trend likely to accelerate. Read more Liontrust SF European Growth Fund Q1 2020 review Managers confident in long-term prospects across portfolio holdings. Read more Liontrust SF Defensive Managed Fund Q1 2020 review Fund remains overweight credit and infrastructure amid volatile quarter. Read more Liontrust SF Corporate Bond Fund Q1 2020 review Managers confident in rally potential in hard-hit banks and insurers. Read more Liontrust SF Cautious Managed Fund Q1 2020 review Managers slowly adding to equities by the end of a volatile quarter. Read more Liontrust Monthly Income Bond Fund Q1 2020 review Fund reduces duration short in the face of falling government yields. Read more Liontrust Asia Income Fund Q1 2020 review While Asia was first into the coronavirus crisis, it is now showing some signs that it may be the first to emerge from it. We are not turning defensive but instead are looking to play into the region’s expected economic recovery. Read more Investing for a sustainable future Peter Michaelis Before the spread of COVID-19 around the globe, Lawrence Gosling of Bonhill questioned Peter Michaelis about the growing demand for sustainable investing and why he was optimistic about the trends making our environment cleaner, our quality of life better and our societies more resilient. Amidst the pandemic, Peter believes these trends are still valid and the world can continue to look to the longer term future with optimism. Read more Liontrust Special Situations Fund March 2020 review Fund displays some insulation from worst of sell-off, helped by low financials exposure and good stock selection in consumer sector. Read more Liontrust UK Micro Cap Fund March 2020 review FRP Advisory Group bought via IPO and Churchill China added after it dipped into the Fund’s buying range; cash levels remain high. Read more Liontrust UK Growth Fund March 2020 review Fund displays some insulation from worst of sell-off, helped by low financials exposure and good stock selection in consumer sector. Read more Liontrust UK Smaller Companies Fund March 2020 review The portfolio consists of profitable companies with solid balance sheets and the Fund’s high cash levels give the opportunity to support companies if equity issues are needed. Read more Liontrust GF Special Situations Fund March 2020 review Fund displays some insulation from worst of sell-off, helped by low financials exposure and good stock selection in consumer sector. Read more Liontrust GF UK Growth Fund March 2020 review Fund displays some insulation from worst of sell-off, helped by low financials exposure and good stock selection in consumer sector. Read more Liontrust Strategic Bond Fund March 2020 review Central banks unleash fresh stimulus as bond market liquidity dries up. Read more Liontrust GF Strategic Bond Fund March 2020 review Central banks unleash fresh stimulus as bond market liquidity dries up. Read more Liontrust GF High Yield Bond Fund Q1 2020 review Government support measures stop high yield market from marking worst month on record. Read more Liontrust GF Absolute Return Bond Fund Q1 2020 review Credit curve inverts during coronavirus fallout. Read more Trend reversal? Tactical asset allocation post-Coronavirus John Husselbee As asset allocators consider how best to position portfolios over 2020 and beyond, John Husselbee asks whether recent trends of US, growth and large-cap outperformance will continue. Read more The Multi-Asset Process March 2020 Market Review John Husselbee reflects on the rapid descent from the long bull market into a bear market with the ongoing spread of Coronavirus and what this means for portfolios. Read more How healthcare and pharma are fighting the COVID-19 war Laurie Don Laurie Don examines how companies held by the Liontrust Sustainable Investment team are contributing to the fight against Coronavirus, from providing PPE equipment and helping towards vaccines, to re-purposing drugs already in the market. Read more What is the outlook for US dividends? George Boyd-Bowman George Boyd-Bowman examines why the degree of dividend cuts may differ in the US from the UK. Read more The bull and bear cases for the stock market James Dowey James Dowey explains the policy measures required to make the bull case for global stock markets and why he believes preventing the bear case is not beyond our capacity. Read more Surviving the Coronavirus bear market: lessons from history John Husselbee As investors consider how best to get through the Coronavirus bear market, John Husselbee looks at what history can teach us. Read more 75% less carbon emitted by Liontrust SF Funds Mike Appleby Mike Appleby reveals the carbon footprint of the SF funds, showing much lower emissions than mainstream benchmarks and substantial holdings in companies working to reduce CO2 emissions. Read more Fed makes the same mistake again David Roberts Following the Fed’s second emergency cut in rates, David Roberts explains why the US central bank has badly mis-timed purported shock and awe. Read more Be nervous and buy risk Phil Milburn Phil Milburn assesses bond markets amid the ongoing Coronavirus outbreak, refuting concerns we are facing another 2007-09 style existential crisis. Read more A good entry point for high yield Donald Phillips With recent events causing high yield bond spreads to spike above 6%, Donald Phillips explains why investing at this level has historically offered investors stronger returns. Read more Liontrust Global Income Fund February 2020 review Travel companies issue warnings as coronavirus outbreak widens. Read more Liontrust GF European Strategic Equity Fund February 2020 review Mining and oil stocks weigh on long book amid coronavirus-driven sell-off. Read more Liontrust GF European Smaller Companies Fund February 2020 review Coronavirus rout hits WH Smith shares. Read more Liontrust European Growth Fund February 2020 review Adidas sees business activity slump in China. Read more Liontrust Global Dividend Fund February 2020 review Markets finish February with heavy indiscriminate selling amid coronavirus outbreak. Read more Liontrust Asia Income Fund February 2020 portfolio changes The Asia Income team has made minimal portfolio changes as a result of the Coronavirus outbreak but they have added two stocks they identified before the crisis and that could benefit from Chinese efforts to revive the economy. Read more Liontrust UK Smaller Companies Fund February 2020 review The portfolio of profitable companies with robust balance sheets should prove more resilient than the average small cap to any demand downturn. Read more Liontrust UK Micro Cap Fund February 2020 review Two new stocks added to Fund: Inspecs and Churchill China. Read more Liontrust UK Growth Fund February 2020 review Cash weighting reduced as market dislocation used to top-up positions in holdings. Read more Liontrust Special Situations Fund February 2020 review The investment process has served the Fund well during previous bouts of turbulence and its characteristics could prove important again. Read more Liontrust GF UK Growth Fund February 2020 review Cash weighting reduced as market dislocation used to top-up positions in holdings. Read more Liontrust GF Special Situations Fund February 2020 review The investment process has served the Fund well during previous bouts of turbulence and its characteristics could prove important again. Read more Did they jump or were they pushed? David Roberts The Federal Reserve announced a surprise 50 basis point rate cut in response to the economic risks of coronavirus. However, David Roberts thinks that monetary policy is a spent force and aggressive fiscal spending may be required to avoid a recession. Read more The Multi-Asset Process February 2020 Market Review John Husselbee reviews the economic and market impact of Coronavirus, looking at what this might mean for investors. Read more Liontrust GF Strategic Bond Fund February 2020 review The Fund had enough duration, approximately 2.75 years, to provide mitigation to the generic credit widening seen throughout the market. Read more Liontrust Strategic Bond Fund February 2020 review The Fund had enough duration, approximately 2.75 years, to provide mitigation to the generic credit widening seen throughout the market. Read more What if the fiscal forecasts are wrong? David Roberts Projections of government spending and debt-to-GDP ratios are a key influence on bond yields. But what if they are wrong? David Roberts challenges some of these forecasts and highlights the bonds that could prove to be most mispriced. Read more Liontrust UK Smaller Companies Fund January 2020 review Nasstar exits portfolio on completion of takeover. Read more Liontrust UK Micro Cap Fund January 2020 review Frenkel Topping jumps following bid interest. Read more Liontrust UK Growth Fund January 2020 review Mixed bag of portfolio updates during busy stockmarket period for trading statements; BAE Systems rallies on acquisitions. Read more Liontrust Special Situations Fund January 2020 review Mixed bag of portfolio updates during busy stockmarket period for trading statements; Savills gains on post-election rebound in real estate investor confidence. Read more