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Global Investment Forum

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

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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
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
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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Multi-Asset
08/02/2019
Brexit update Brexit uncertainty continues in the UK. Leaving without a deal by October 31 is a distinct possibility, an early general election looks even more likely.
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U.S. Fixed Income
August 2019 Fixed Income Market Update In our view, while the market focused on the anticipation of policy easing, fundamental data remained resilient and improved throughout July.
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International Equities
07/15/2019
Geopolitical skirmishes dominating the headlines At the time of writing geopolitical skirmishes dominatethe headlines. It’sprobably easier to list those where calm reigns.
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U.S. Fixed Income
07/01/2019
July 2019 Fixed Income Market Update Given the Fed's reluctance to disappoint markets, absent a positive development, they will likely deliver the rate cut the market expects in July.
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Municipal Fixed Income
06/26/2019
I am the Walrus…goo goo ga joob How did we get to the 10-year Treasury yield closing in on 2.0%, well below the Fed target of 2.25-2.50%? Roll up for the magical mystery tour!
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Emerging Markets Equities
06/19/2019
Country visits: Chile, Peru and Mexico During the first quarter of 2019, the LGM team kicked the tires in Chile, Peru and Mexico.
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Responsible Investment
06/14/2019
Why responsible investing? Only 15% of the world lives in developed countries, yet these countries represent over 40% of the world’s GDP. We consider this a great opportunity.
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International Equities
A global economy far from “normal” The sort of self-sustaining growth that the global economy had enjoyed for generations has disappeared.
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U.S. Fixed Income
06/09/2019
BBB bonds: More Fortnite or Minecraft? The increase in BBB bonds has been popularly framed as akin to the popular video game Fortnite — effectively a battle for survival against the odds. Is it?
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