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The Trade War Begins – 07/09/2018

The developed market shrugged off trade war concerns this week. The S&P500 gained 1.56% while the MSCI World Index rallied 1.19%. The Chinese (MCHI US Equity) indices fell -0.87%. Trade Tensions Friday marked a possible start to the trade war. As talks broke down last month, the US launched 25% tariffs on approximately $34 billion […]

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Market analysis

LOM Stable Income Fund Manager’s Report Q2 2018

Over the second quarter of 2018 the LOM Stable Income Fund outperformed its stated benchmark, delivering a total return (including dividends) of 1.96% compared to the benchmark return of -0.35%. Positive performance during Q2 helped reverse a first quarter decline in market value as investors fled income- producing sectors in favor of higher growth sectors […]

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Market analysis

LOM Equity Growth Fund Manager’s Report Q2 2018

Despite the Fed’s ongoing tightening of monetary policy and investor concerns over escalating trade tensions, global equity markets managed a modest bounce during Q2 2018. The LOM Equity Growth Fund once again outperformed its stated benchmark, the MSCI World Stock index, helped by our well- positioned sector, regional, and country weightings. For Q2, the Fund […]

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Market analysis

LOM Fixed Income Fund Manager’s Report Q2 2018

LOM Fixed Income Fund outperformed its benchmark over Q2 2018 as longer-duration securities ended the quarter well bid despite another Federal Reserve rate hike in June. For the period, the Fund returned +0.33% compared to the return of +0.19% on the stated benchmark. Over the past one-year period, the Fund provided a net total return […]

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Will Trump’s Trade War Derail the Markets?

Global equity markets had been bouncing back from early April’s lows as investors shifted their attention to the still relatively strong world growth outlook bolstered by favorable economic tailwinds such as the U.S. corporate tax cut and rising employment. However, the markets are now slumping and volatility is back again as new geopolitical risks emerge. […]

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Central Banks Under the Spotlight

Last week, central banks of America, Europe and Japan all had policy updates. While the Fed and the European Central Bank (ECB) sounded more hawkish, the Bank of Japan (BOJ) kept the dovish tone in its policy outlook. The equity markets fluctuated amid renewed concerns of trade war between the world’s two largest economies. The […]

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Global markets rallied last week with the S&P gaining 1.62% while the MSCI World index rallied 1.39%. This week we will be looking at the worlds’ 9th largest economy: Brazil. Brazil In 2015, a fall in commodities prices and political crisis caused Brazil to slip into its worst recession in recorded history. President Dilma Rousseff […]

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Protectionism Shakes Markets

Equity markets fluctuated last week amid geopolitical concerns. Despite the turmoil, the S&P 500 ended the week higher after the release of strong job data on Friday. In recent years, we have seen a rising force of nationalist politics across the world. U.S. President Donald Trump and Italy’s two leading parties, for example, have emphasized […]

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Financial Regulation

Financial Regulation and Emerging Markets Concerns

The market ended the week mixed as news of a deescalating trade war and the prospect of banking deregulation were offset by rising concerns about Turkish contagion. The S&P500 ended the week up 0.33% while the MSCI World Index fell -0.43%. This week, we will be taking a deeper look at the Banking Bill that […]

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Monthly Global Market Commentary May 21, 2018

This month, the ongoing U.S. economic recovery became the second longest on record and, if the trend persists into late next year this one could be the lengthiest ever. Americans may have reason to celebrate but some investors are more concerned about the end of the business cycle – which often goes badly. Historically, equities […]

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