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Global Investment Forum

An outlook for the economy and markets in 2019 and beyond.

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Market and Economic
10/14/2019
Substantial Phase One Deal By all accounts, trade discussions between the US and China last week were a positive step, with at least temporary de-escalation of trade tensions.
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Multi-Asset
10/08/2019
There’s politics and then there’s everything else We believe the direct market impact from impeachment is low but the secondary implications could cascade into trade discussions and the 2020 election field.
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U.S. Fixed Income
10/01/2019
October 2019 Fixed Income Market Update We continue to believe U.S. fixed income will remain supported by relatively strong economic activity in the U.S.
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International Equities
10/14/2019
Is this the new normal? Pyrford International provide a snapshot of the UK economy as it inches closer to Brexit.
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International Equities
09/04/2019
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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Multi-Asset
09/04/2019
Collapsing Yield Curve: Are recession fears valid? Between an escalation of trade wars and Fed Chair Powell’s disappointing messaging on “mid-cycle-adjustments”, investors have been spooked by the recession bogeyman for well over a year
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U.S. Fixed Income
09/03/2019
September 2019 Fixed Income Market Update In our view, though market focus has been on the reinvigorated trade dispute between the U.S. and China as well as the monetary policy transition in the U.S.. lost in the mix has been resilience of the U.S. economy.
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U.S. Fixed Income
08/27/2019
Did the Fed just go Minority Report? We believe the Federal Reserve is taking a risk — one we hope works — in shifting from reactive to preemptive monetary policy.
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Emerging Markets Equities
08/22/2019
Country visit: India The LGM team visited India - an exciting time to visit the country after recent elections. We believe the quality of local businesses is very high.
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Emerging Markets Equities
08/19/2019
Alignment of interests in emerging markets The “principal agent problem,” also known as the “agency problem,” has existed since the dawn of civilization. There is a fundamental issue when the ‘agent’ is authorized to make decisions on behalf of the ‘principal’.
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International Equities
08/06/2019
Crazy global environment merits cautious approach The IMF believes the world has too much debt, trade wars are destabilizing and anti-growth, monetary policy has run its course and productivity remains below historic norms.
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U.S. Equities
08/05/2019
Q2 2019 Disciplined Equities Market Update U.S. equities posted gains during the second quarter, despite a steep sell-off in May due to mounting concerns over trade wars between the U.S. and China.
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