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Emerging Markets Equities

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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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’.
READ MORE
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.
READ MORE
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.
READ MORE
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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