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Socially Responsible Investing Comes of Age

Global equity markets mostly consolidated sideways last week, although the Dow Jones Industrial average managed to reach a new all-time high of 22,000 after a few of its key constituents reported better-than-expected earnings. Meanwhile, Friday’s closely-watched U.S. employment report came in on the strong side with non-farm payrolls posting an increase of 209,000 jobs. The […]

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Market analysis

LOM Stable Income Fund Manager’s Report Q2 2017

For Q2 2017 the LOM Stable Income Fund ended a positive quarter despite an uptick in interest rates which caused a sell off in longer duration fixed income securities at the end of the June. In this time of gradually rising short term interest rates, dividends distributed from our preferred and common stock positions combined […]

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Market analysis

LOM Equity Growth Fund Manager’s Report Q2 2017

For the second quarter of 2017, the LOM Equity Growth Fund delivered a net total return of 4.16% compared to the MSCI World Stock Index which advanced by 3.38%, representing outperformance of 0.77%. The S&P 500 stock index gained 3.09% for the period. The Fund benefitted from well positioned sector weightings and strong security selection, […]

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Market analysis

LOM Fixed Income Fund Manager’s Report Q2 2017

The LOM Fixed Income Fund USD delivered a total return of 1.21% for the second quarter, outpacing its stated benchmark, the 1‐5 year Government/Corporate index, which increased by 0.64% over the period. The excess return on the Fund of 0.57% was net of all fees and expenses. The Fund continues to outperform its index and […]

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Easy Money

End of the “Easy Money” Era?

In the last two weeks, global equity markets have dropped from recent new highs amid concern over the rise in interest rates globally. Despite posting strong first half 2017 performance, the S&P 500 Index declined by about 1% from its historical peak of 2453 on June 19th, dragged down largely by the technology sector which […]

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Earnings Trump Trump

Earnings Trump Trump

Global equity markets held firm last week and continue to hold recent highs despite the ongoing political turmoil in Washington, falling oil prices, and a more hawkish Fed. At the end of the day, corporate earnings are the main driver stock prices and those have been coming in strong. For the latest quarter, companies in […]

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June Market Review LOM

June 2017 Market Review

The month of May began with a meeting of the Governors of the U.S. Federal Reserve on the 3rd. where it was announced that the benchmark interest rate would remain in its range of 0.75% to 1%. The FOMC meeting also saw the longstanding policy of reinvesting principal payments extended. Continuing the week with market […]

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US Tax Plan Trump

A Taxing Problem

Without question, over the past several years, heavy-handed government policies have had an increasing influence on financial markets around the world. Events such as the UK’s now infamous Brexit vote, last year’s controversial American election and more recently Emmanuel Macron’s political victory in France have had an outsized impact on currencies, securities prices and overall […]

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April 2017 in Review

April began with the highly-anticipated U.S. Employment situation report on Friday, April 7th. The all important Non-Farm Payroll headline came in far below expectations at 98,000 vs. 175,000. Winter storm Stella, a category 3 storm that affected the Northeastern United States during the survey weeks was squarely blamed for this disappointment. On the bright side, […]

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Earnings Season Appears to Be the Best Since 2011

Yes, strong numbers were expected. But 78% of firms that have reported have beaten estimates! More than 27% of the companies in the Standard & Poor’s 500 index have reported first-quarter results, and this is shaping up to be the best earnings season in nearly six years. But the not-so-good news: This stellar showing is […]

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