Presentations (8)
Asset Management Fourth quarter 2016 Fixed income insights Alexa, invest in Fixed Income One of the hottest gifts of the recent holiday season was the Amazon Echo, which offers to ease the lives of customers by directing the system with its famous command “Alexa…” This move toward the automation of a greater percentage of our lives has a parallel in the...
Asset Management March 2017 LGM Emerging Markets Risk: what really matters LGM Investments Recent months have been unusually eventful, characterized by a swing in the global political landscape, U.S. dollar strength, geopolitical flash points, demonetization in India and military coups in Turkey (among many others), all feeding into general market nervousness and a significant rise in...
First quarter 2017 Global Investment Insights Unabashedly unaffordable: Global housing markets on the edge Talking about the housing market always evokes a strong, and often emotional, reaction. This is usually because the powerful vested interests (owners, investors, speculators, politicians, lenders, real estate agents and other intermediaries) can’t bear to think of the...
Asset Management First quarter 2017 Fixed income insights Is the Fed Moonlighting or are we still in La La Land? The envelope please... The start to 2017 has been filled with high profile snafus, from blown soft drink commercials, to overbooked flights gone viral. None were more visible than the Oscars. French elections? North Korea? Syria? Yeah, yeah, but did you see the Oscars? In the...
Pyrford International May 2017 Monthly Commentary For professional investors only It would be pleasing to see a month go by without a terrorist atrocity somewhere in the world but, sadly, May was not going to be one of those months. The Manchester abomination is just one more in a string of similar attacks. It is difficult for the authorities anywhere to protect citizens from extremists...
