Emerging Markets

LGM Monthly Commentary - February 2020

Volatility spiked materially higher over the month as fears grew over the economic impacts of the global spread of COVID-19.
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Emerging Markets

LGM Monthly Commentary - January 2020

We started 2020 with the knowledge that a partial resolution to the US-China trade dispute and the never-ending generosity of the world’s central banks would continue to underpin strong equity gains in defiance of slowing world growth. Sadly, the coronavirus has turned this on its head.
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