Macro Views

Macro Update - 10 August 2020

Vaccine to bail out the bulls
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Global Equities

Strategy ESG metrics

BMO Responsible Global Equity Strategy ESG Profile and Impact Report 2020
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Macro Views

Life after lockdown: what’s next for markets?

Steven Bell Webinar – 30 July 2020
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5 min read

Responsible Finance

BMO Responsible Global Emerging Markets Equity Strategy ESG Profile and Impact Report 2020

5 min read

Active ESG investing in emerging markets

Emerging markets are often seen as exotic, niche, risky parts of the market. While it’s certainly true that they are often more volatile versus their developed market peers; it’s also true that they offer potentially huge opportunities for long-term investors.

4 min read

India research: the economic backdrop

Over the past few quarters, we have witnessed a rapid deceleration in consumption patterns and growth in India, but Indian policymakers have started to take action to tackle this slowdown.

4 min read

India research: healthcare and financial inclusion

India’s vast untapped market for healthcare and financial services offers significant growth prospects for companies looking to serve it.

4 min read

Redefining the purpose of a corporation

In August, the Business Roundtable (“BR”), an association of chief executive officers of the leading US companies, made a...

10 min read

Responsible Global Emerging Markets Strategy

The team at LGM provide their regular update on responsible investing in emerging markets. This quarter’s issue covers the below topics.

3 min read

ESG Viewpoint: Access for Growth in India

An insight on companies providing responsible access to healthcare and finance in India

10 min read

Responsible Global Emerging Markets - Q2 2019 Investor Note

The team at LGM provide their regular update on responsible investing in emerging markets.

10 min read

Trip notes: Vietnam - the emerging China?

It’s very hard to visit Vietnam and not get excited about the opportunity.

4 min read

Trip notes: Thailand and Malaysia

Read about our recent visits to Thailand and Malaysia, as well as some of the companies we met with.

6 min read

India: a positive outlook

Our long-term outlook for India remains unchanged. It is the largest democracy in the world and is among the fastest growing

7 min read

ESG Viewpoint - Corporate Governance in India

An overview of the local governance framework and our trip to India with the ACGA

6 min read

China in focus

Historically, we have not been able to find many interesting, really high quality companies in China

9 min read

Brazil: Being disciplined on value

Our key takeaway: impressive companies in a tough environment – but we won’t overpay for them.

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