UE-EN Institutional

Emerging Markets Equities

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LGM Investments is an emerging market equities specialist operating as part of BMO Global Asset Management. With investment teams based in London and Hong Kong, LGM takes an active bottom-up approach to investment seeking out high-quality businesses trading at attractive valuations. The emphasis is on areas where the impact of drivers like urbanization and growing personal wealth are at their most potent – a bias that results greater exposure to domestically orientated businesses.

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Pursuing stability and predictability

We seek to invest in stable, predictable business models, which exhibit quality characteristics such as strong cash flow generation, robust balance sheets, proven management teams and alignment with majority shareholders.

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Long-term focus

We invest with a long-term, strategic perspective and do not engage in opportunistic behaviors

About

Unconstrained, bottom-up approach

Our bottom-up approach to portfolio construction yields benchmark agnostic portfolios with high active share.

Emerging markets equities insights

Global Equities
Woman wearing white face mask in public
August 2021

Diverging vaccination rates a concern for emerging markets

The recovery in emerging markets has taken a turn for the worse over the last two months. The IMF downgraded its GDP forecast for emerging economies by 0.4%.
Global Equities
Checking charts on the screen
July 2021

The stock market is in perpetual motion

And so the merry-go-round continues. Government debt piles up whilst interest rates sink well below the prevailing rate of inflation. Real yields? A fading memory.
Fixed Income
Coronavirus vaccine
June 2021

June 2021 BMO Fixed Income Market Update

We witnessed significantly higher inflation than expected, including the highest monthly core inflation print in four decades, as well as a jobs report that underwhelmed projections so badly it shifted the narrative on unemployment policy.
Global Equities
Business professionals group meeting

Economic growth rebounds but government support expected to roll off

The recovery continues to pick up speed, particularly in the U.S. and the U.K. where both nations have successfully vaccinated a majority of the population.
Fixed Income
Young man wearing mask on the street
May 2021

May 2021 BMO Fixed Income Market Update

While there has been dramatic spread tightening within the riskiest portion of the credit universe, opportunities may remain within the higher quality segments of high yield.
Responsible Investment
People walking in masks in the underground passage
March 2021

International Women’s Day: Women at the heart of the COVID-19 recovery

To build back better post-COVID in support of a more resilient economy and businesses, we need to put the interests of women at the heart of the recovery.
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Investing in emerging markets can be riskier than investing in well-established foreign markets.