Emerging Markets

LGM Monthly Commentary - August 2019

India’s growth moderated to 5% in the first quarter of their 2020 financial year, to a 25 quarter low on the back of a slowdown led by (a lack of) consumption and investment.
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International Equities

Tariff talk leads to a turbulent August

Markets during August were given the washing machine treatment – tumbling this way and that with a long-term trend being counted in minutes.
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Emerging Markets

LGM Monthly Commentary - June 2019

June saw the portfolio deliver a decent absolute return, although it trailed a stronger benchmark.
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