Month

Year

Posts:

Fund manager

Funds:

John Husselbee

Multi-Asset: why the past five years is not a guide to the future

New research shows multi-asset funds investing purely in passives have outperformed in recent years. John Husselbee highlights the market forces behind this and cautions against assuming it will be the case forever. Read more
Storm Uru

Why income investors shouldn’t run from dividend cuts

Dividend cuts and share price falls over the past few months are presenting opportunities for income investors. Storm Uru, manager of the Liontrust Global Dividend Fund, highlights some examples. Read more
David Roberts

What the Fed’s new ‘flexible’ inflation approach means for bond investors

The US Federal Reserve has introduced a new policy of flexible average inflation targeting. David Roberts looks at what this means for bond markets and explains whether this is an example of Modern Monetary Theory. Read more

Liontrust European Enhanced Income Fund

August 2020 review

Sunrise Communications Group the biggest riser following an acquisition approach by Liberty Global. Read more

Liontrust European Income Fund

August 2020 review

Sunrise Communications Group the biggest riser following an acquisition approach by Liberty Global. Read more

Liontrust European Growth Fund

August 2020 review

AP Moller-Maersk raises guidance following better than expected trading. Read more

Liontrust Global Income Fund

August 2020 review

Travel companies IAG and Carnival see a strong rebound in share prices. Read more

Liontrust GF European Strategic Equity Fund

August 2020 review

William Hill and Aggreko stand out as long book outpaces market. Read more

Liontrust GF European Smaller Companies Fund

August 2020 review

Fund benefits from value outperformance. Read more

Liontrust UK Micro Cap Fund

August 2020 review

Cello Health exits fund after takeover, while two new holdings are added: Tribal Group and Yourgene Health. Read more

Liontrust UK Smaller Companies Fund

August 2020 review

Fund benefits from takeover of pharmaceutical marketing consultant Cello Health. Read more

Liontrust Special Situations Fund

August 2020 review

Next Fifteen Communications and Clipper Logistics rise on strength of trading during pandemic. Read more

Liontrust GF Special Situations Fund

August 2020 review

Next Fifteen Communications and Clipper Logistics rise on strength of trading during pandemic. Read more

Liontrust GF UK Growth Fund

August 2020 review

Next Fifteen Communications rises due to strength of trading while WH Smith gains on back of restructuring plans. Read more

Liontrust UK Growth Fund

August 2020 review

Next Fifteen Communications rises due to strength of trading while WH Smith gains on back of restructuring plans. Read more
Samantha Gleave

Value in a modern economy

Value’s poor run has raised questions about whether the current measures of the investing style are outdated. Samantha Gleave argues that cash flow provides a more holistic way to assess value in the modern company. Read more

Liontrust Asia Income Fund

August 2020 portfolio changes

Adding Mindspace Business Parks REIT, owner of one of India’s largest high-quality office portfolios. Read more

Liontrust GF Asia Income Fund

August 2020 portfolio changes

Adding Mindspace Business Parks REIT, owner of one of India’s largest high-quality office portfolios. Read more
John Husselbee

Revisiting value and small caps

After a long period of weaker performance from value and smaller companies, John Husselbee highlights encouraging signs for both in recent months, including an apparent re-emergence of the small-cap premium. Read more

Multi-Asset market review

August 2020

With the UK the latest country to dip into recession, John Husselbee examines how certain stock markets continue to close their ears to economic malaise as they post the fastest recovery in history. Read more

Liontrust Global Dividend Fund

August 2020 review

As we emerge from this healthcare crisis, characteristics such as a culture of innovation and a robust balance sheet ensure the companies we invest in are well-positioned to execute as the economy returns to a new normal. Read more

Liontrust Macro Equity Income Fund

August 2020 review

Outperformance of value-style equities allowed for strong performances from the Fund’s banks, diversified financials and insurers. Read more

Liontrust Macro UK Growth Fund

August 2020 review

Outperformance of value-style equities allowed for strong performances from the Fund’s banks, diversified financials and insurers. Read more

Liontrust Strategic Bond Fund

August 2020 review

The Fed and inflation averaging – is this Modern Monetary Theory? Read more

Liontrust GF Strategic Bond Fund

August 2020 review

The Fed and inflation averaging – is this Modern Monetary Theory? Read more
Donald Phillips

High yield: all about that income

With 100% of high-yield bond performance driven by income over the last decade, Donald Phillips says this asset class offers an attractive alternative for investors concerned about widespread dividend cuts across equities. Read more
Stuart Steven

Reacting to changes in credit ratings

With BBB debt now accounting for 60% of the investment grade market, close to doubling over the last decade, we are relaxing minimum credit rating restrictions on the Monthly Income Bond Fund. This is designed to ensure flexibility for our Fund and give the managers the best opportunity to perform in future. Read more
Phil Milburn

Quarterly strategy – How we are preparing for the Covid-19 recovery

The recovery from Covid-19 will be uneven by both sector and country and it has never been more important to be selective when choosing the correct rates and credit exposure. Phil Milburn explains what the Global Fixed Income team are expecting during the economic recovery and how they have adjusted their exposure. Read more
Alex Wedge

Recent fundraisings as much a sign of proactivity as panic

Fund manager Alex Wedge takes a look at recent fundraisings by the Economic Advantage team’s smaller companies and finds that - contrary to what might be expected – the majority are using disruption to the business landscape to accelerate market growth opportunities. Read more
Anthony Cross

If cash is king, then the stockmarket is kingmaker in a crisis

Over the last 10 years, the number of companies on the UK Main Market and AIM has dropped from 2,745 to 2,006. While this de-equitisation trend is undesirable, Anthony Cross explains why equity will always have a substantial role to play in company financing, as shown during the coronavirus crisis. Read more

Liontrust Global Dividend Fund

July 2020 review

We seek to avoid those companies who are overleveraged or reducing investment in their businesses because these types of companies are least likely to provide opportunities for sustainable income growth. Read more
Robin Geffen

Finding the FAANGs of the future

The growth of mega tech companies has led the US market and accelerated due to Covid-19. Robin Geffen examines whether global small caps offer more attractive opportunities and the mega tech companies of the future. Read more

Liontrust European Enhanced Income Fund

July 2020 review

Cyclical holdings outshine defensive names during Q2 earnings season. Read more

Liontrust European Income Fund

July 2020 review

Cyclical holdings outshine defensive names during Q2 earnings season. Read more

Liontrust UK Smaller Companies Fund

July 2020 review

Kainos, Gamma Communications and Cohort among Fund’s highlights during earnings season. Read more

Liontrust UK Micro Cap Fund

July 2020 review

Gear4music, the UK’s largest retailer of musical instruments and equipment, added to the portfolio. Read more

Liontrust UK Growth Fund

July 2020 review

Indivior reaches settlement agreement with US DoJ on Suboxone film. Read more

Liontrust GF UK Growth Fund

July 2020 review

Indivior reaches settlement agreement with US DoJ on Suboxone film. Read more

Liontrust Special Situations Fund

July 2020 review

Mid and small cap exposure aids performance after slump in US dollar weighs on large cap stocks. Read more

Liontrust GF Special Situations Fund

July 2020 review

Mid and small cap exposure aids performance after slump in US dollar weighs on large cap stocks. Read more

Liontrust Macro Equity Income Fund

July 2020 review

July returns driven by corporate updates on trading through coronavirus pandemic. Read more

Liontrust Macro UK Growth Fund

July 2020 review

July returns driven by corporate updates on trading through coronavirus pandemic. Read more

Liontrust GF European Strategic Equity Fund

July 2020 review

The long book positions performed better than market but this was offset by continued weak performance in the short book. Read more

Liontrust European Growth Fund

July 2020 review

Royal Unibrew rises on reinstatement of 2020 financial guidance and jeweller Pandora gains on store reopening and improved trading. Read more

Liontrust GF European Smaller Companies Fund

July 2020 review

Royal Unibrew rises on reinstatement of 2020 financial guidance but conditions deteriorate at engineering consultancy group Akka Technologies. Read more

Liontrust Global Income Fund

July 2020 review

Transport stocks weighed on Fund returns with both International Consolidated Airlines Group and Carnival arranging new funding amid the near shutdown of their sectors. Read more

Liontrust Asia Income Fund

July 2020 portfolio changes

Challenger sold from portfolio due to lower-for-longer interest rate outlook. Read more

Liontrust GF Asia Income Fund

July 2020 portfolio changes

Challenger sold from portfolio due to lower-for-longer interest rate outlook. Read more

Liontrust Strategic Bond Fund

July 2020 review

The continued credit spread rally was beneficial, with Citigroup bonds among the largest gainers. Read more

Liontrust GF Strategic Bond Fund

July 2020 review

The continued credit spread rally was beneficial, with Citigroup bonds among the largest gainers. Read more