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April in Review

March 2017 in Review

The month of March saw conflicting headline impact between U.S. fiscal and monetary policy as one of the main drivers of worldwide sentiment. The net effect was a reduction in risk sentiment expressed by the leveling out of the S&P500 Index below 2,400. On the monetary policy side, the March 15th benchmark interest rate increase […]

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Custody of assets: Beyond the offshore legal and tax-planning objectives (Part 1)

Investors know that building an investment portfolio requires careful planning and extensive research on which companies and instruments to invest.  What is often over looked is the institution with which assets are entrusted or held in custody.  Institutions that hold assets are known as custodians and they are responsible for the secure holding of financial […]

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Warwick Academy

LOM Partners with Warwick Academy for Work Experience Program

LOM Financial (Bermuda) Ltd. is pleased to partner with Warwick Academy for their Work Experience Program. Warwick Academy student Anthony Webb recently spent time in each of the departments at LOM to get an understanding of what a career in the investment business would be like and what it entails on a day to day […]

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Market analysis

AHCA bill failure in the House last week…

AHCA bill failure in the House last week was generally perceived as a setback to the Trump ‘reflation trade’ as it calls into question the overall effectiveness of the new Administration and their ability to accomplish other important goals such as tax reform and infrastructure spending. However, a bright spot for LOM is our overweight […]

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federal-reserve

Fed Rate Hike Underscores Improving Outlook

The bad news is that last week America’s Federal Reserve once again hiked its benchmark interest rate, making financing costs for many individuals and corporations more expensive. The good news is that the rate hike – which came earlier than many had expected a few months ago – largely confirms a broad improvement in economic […]

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The Power of Long-Term Dividend Investing

Before going to the main subject, I would like to give you my take on the Trump presidency, as a lot of my clients were asking me for my opinion. I told them a story of my father and I, which took place when I was working with him. I didn’t like certain businessman that […]

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Fed Raises Benchmark Rate

Fed Raises Benchmark Rate as Inflation Approaches 2% Target

Fed hiked 0.25% today as expected, but bonds are rallying with 10 year up over 1/2 a point and yield down to 2.52%. From TD: Hike, but that was priced in. Unchanged dot plot for 2017, 2018 and long run and largely unchg growth/inflation. 2019 median moved up slightly by 12.5bp. Symmetric and dovish dissent […]

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Why-seek-a-financial-advisor’s-expertise

Why seek a financial advisor’s expertise

People often act independently when making financial decisions—from budgeting to purchases, to mortgages and credit cards. However, there are cases and stages in life when seeking advice from a financial professional can be beneficial. The Web has plenty of resources and reading material about personal finance and smart money management, but no one solution fits […]

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Healthcare and QuintilesIMS for Equity Growth Strategy

Healthcare and QuintilesIMS for Equity Growth Strategy

Our strategic overweight to the Healthcare sector has been paying off in the equity strategies this year with the MSCI Healthcare Index outpacing the broad MSCI Stock Index by over 350 basis points year-to-date (+9.38% versus +5.85%). We have positions in pharmaceutical, biotech and medical devices. But another way to play the steady growth in […]

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US Federal Reserve

February 2017 in Review

Examining markets over the past month, February saw a massive inflow of retail investor cash into U.S. equity funds. Harbinger of a market top or bullish vote of confidence? Only time will tell! In central bank and economic figures, the second month of 2017 began with word from the U.S. Federal Reserve by way of […]

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