Responsible investing is at our core informing everything we do
We use cookies to provide a user-friendly experience. By continuing to browse this site you give consent for cookies to be used. To find out more or to set your own preferences please read our cookie policy.
Responsible investing is at our core informing everything we do
BMO Universal MAP and BMO Sustainable Universal MAP ranges
Fully engaged – Investment thinking in extraordinary times
We want to keep you updated about what we are doing to address COVID-19.
The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested.
Discover what positive and negative ESG issues apply to Bitcoin and whether the cryptocurrency is a responsible investment.
Historically difficult for investors to define and quantify, social issues are now among the most pressing issues for companies globally – discover our engagement on some of these issues, including antimicrobial resistance in Q4 2020.
Looking beyond lockdown. In this month’s update, Chief Economist, Steven Bell, takes a look at the prospects for the pandemic and highlights the differences in the prospects for the US, UK and European economies. And when looking at the prospects for the markets, he examines a crucial question: will bond yields keep on rising, and do they threaten to end the bull market in equities? He also covers the vaccine roll-outs, the upcoming UK budget, the new Italian Prime Minister, Mario Draghi, and the new US president.
Quick to get the pandemic under control, with stronger and more decisive action than the majority of other nations, China’s economy has recovered faster and stronger than most. While challenges remain, China continues to diversify their economy and the spending power of the middle class continues to grow. There are many reasons why the outlook is bright for China, not least the most recent Five-Year-Plan with an increased focus on sustainability. Opportunities abound for long-term investors to capture the returns generated by businesses that benefit from these structural changes.
Going back to basics, the price of a stock is determined by two key factors: 1. The future cash flows of that company; and 2. The price investors are willing to pay for it. At LGM, we do not categorize ourselves in the value or growth camp; our goal is simply to grow the capital we are entrusted with (yours and ours) as sustainably as possible by investing in high-quality companies. In this quarter/year end, we want to walk through some of our considerations around investing and how we see our opportunity set evolving. We will finish with our annual ‘lessons learnt’ section, this time talking broadly about errors of omission while specifically highlighting two names that have been brought up by both current and potential investors.
Macro Update 22 February 2021
Keep up to date with responsible investing in our monthly roundup of highlights – interesting events, articles we’re reading, podcasts and more.
Macro Update 8 February 2021
