Month

Year

Posts:

Fund manager

Funds:

Liontrust Macro Equity Income Fund

January 2020 review

The Bank of England’s late-month decision to keep rates on hold tells us that a post-election economic bounce, however shallow, is presently underway. This bodes well for our value-rated UK banks, life insurers, housebuilders and building materials businesses. Read more

Liontrust Macro Equity Income Fund

December 2019 review

The Fund’s spread of UK housebuilders, building materials businesses and financials performed strongly as political certainty refreshed investor appetite for value-rated companies with explicit UK exposure. Read more

Liontrust Macro Equity Income Fund

November 2019 review

Trading updates from Direct Line and Persimmon provide portfolio highlights. Read more

Liontrust Macro Equity Income Fund

October 2019 review

Portfolio rise driven by skew to value companies and UK-centric businesses. Read more

Liontrust Macro Equity Income Fund

September 2019 review

Value rally provides broad boost for Fund holdings. Read more

Liontrust Macro Equity Income Fund

August 2019 review

Fund’s value positioning presents a strong headwind as macro events lead to a ‘risk-off’ environment and expectations of more monetary stimulus. Read more

Liontrust Macro Equity Income Fund

July 2019 review

Weak pound a portfolio headwind as UK-facing cyclicals fall while defensive industries hold up well. Read more

Liontrust Macro Equity Income Fund

June 2019 review

Team have added a raft of new holdings. Read more

Liontrust Macro Equity Income Fund

May 2019 review

European election results see echoes of Brexit effect for the pound. Read more

Liontrust Macro Equity Income Fund

April 2019 review

Stock and sector specifics drive portfolio in absence of all-encompassing macro narrative. Read more

Liontrust Macro Equity Income Fund

March 2019 review

Market and portfolio dynamics driven by trajectory of global interest rates and the convolutions of Brexit. Read more

Liontrust Macro Equity Income Fund

February 2019 review

Bank holdings in the Rising Rates theme rise on robust earnings. Read more

Liontrust Macro Equity Income Fund

January 2019 review

Performance driven by cyclical holdings such as the housebuilders of the Infrastructure Spending Macro Theme. Read more

Liontrust Macro Equity Income Fund

December 2018 review

Easing in Sino-US trade tensions boosts mining constituents of ‘Scare Resource’ theme. Read more

Liontrust Macro Equity Income Fund

November 2018 review

Vodafone’s resurgence boosts Fund against tough market backdrop. Read more

Liontrust Macro Equity Income Fund

October 2018 review

October’s market sell-off strengthens conviction in portfolio’s value tilt; exposure to keenly priced companies broadened during month. Read more

Liontrust Macro Equity Income Fund

September 2018 review

Market and Fund returns pivot on two late-month political events: the EU’s rejection of the ‘Chequers Plan’ and the Italian government’s budget proposals. Read more

Liontrust Macro Equity Income Fund

August 2018 review

‘Avoiding Tobacco’ macro-theme and low general exposure to bond-proxies provides some protection against weakness. Read more

Liontrust Macro Equity Income Fund

July 2018 review

Global Pharma theme receives boost from Q2 earnings season. Read more

Liontrust Macro Equity Income Fund

June 2018 review

New holding, Sabre, makes gains but portfolio’s value tilt leaves it exposed to trade war worries. Read more

Liontrust Macro Equity Income Fund

May 2018 review

Weakness in life insurance shares weighs on Fund but conviction in Rising Rates theme remains high. Read more

Liontrust Macro Equity Income Fund

April 2018 review

Large-cap bias a boon as FTSE 100 leads market higher. Read more

Liontrust Macro Equity Income Fund

March 2018 review

March returns affected by soft showing from bank constituents of ‘Rising Rates’ Macro-Theme. Read more

Liontrust Macro Equity Income Fund

February 2018 review

February pivoted on the key early month US payrolls release. Critically, a solid jobs number was accompanied by confirmation of accelerating earnings growth. Read more

Liontrust Macro Equity Income Fund

January 2018 review

Fund’s 'Rising Rates' Macro-Theme benefits from government bond sell-off. Read more

Liontrust Macro Equity Income Fund

December 2017 review

Commodity price strength offers confirmation of constructive view on global economy but fund returns crimped by Saga warning. Read more

Liontrust Macro Equity Income Fund

November 2017 review

Data Growth holdings lead strong month of returns for Macro-Themes. Read more

Liontrust Macro Equity Income Fund

October 2017 review

Data Growth and Global Pharma themes hold back Fund returns. Read more

Liontrust Macro Equity Income Fund

September 2017 review

Zero weight to oil & gas a headwind, but managers retain conviction that sector’s longer-term prospects are poor. Read more

Liontrust Macro Equity Income Fund

August 2017 review

Building exposure to residential housing. Read more

Liontrust Macro Equity Income Fund

July 2017 review

The July 2017 review for the Fund is available. Read more

Liontrust Macro Equity Income Fund

June 2017 review

The June 2017 review for the Fund is available. Read more

Liontrust Macro Equity Income Fund

May 2017 review

The May 2017 review for the Fund is available. Read more

Liontrust Macro Equity Income Fund

April 2017 review

The April 2017 review for the Fund is available. Read more

Liontrust Macro Equity Income Fund

March 2017 review

The March 2017 review for the Fund is available. Read more

Liontust Macro Equity Income Fund

February 2017 review

The February 2017 review for the Fund is available. Read more

Liontrust Macro Equity Income Fund

January 2017 review

The January 2017 review for the Fund is available. Read more

Liontrust Macro Equity Income Fund

December 2016 review

The December 2016 review for the Fund is available. Read more

Liontrust Macro Equity Income Fund

November 2016 review

The November 2016 review for the Fund is available. Read more

Liontrust Macro Equity Income Fund

October 2016 review

The October 2016 review for the Fund is available. Read more