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LBW Investment Committee - August 2020 Meeting Minutes



A summary of some of the key items discussed in the recent meeting of the LBW Investment Committee are given below: 

1.      Hunt for yield – We discussed the role of credit securities in a portfolio and how it compares to government debt and equities. We also reviewed the 2 main return drivers of the sector - interest rates and credit spreads.

2.      Large cap international equities – We reviewed the performance of the model portfolio funds that are invested in global equities. This was against the backdrop of a US market that has started to look relatively expensive.

 

LBW clients: Changes to the LBW model portfolios are recommended and implemented into your portfolio in line with your agreed review cycle. Please contact us should you want portfolio changes to be implemented prior to you next scheduled portfolio review.

This article has been prepared by LBW's investment committee based on its understanding of current regulatory requirements and laws. It is not considered advice and provides general information pertaining to our ideology surrounding future asset allocation strategies. It does not take into account each client's individual objectives, financial situation or needs. If you would like to know how LBW's understanding of the current environment impacts on your portfolio please contact a Financial Adviser and to discuss your options or before making an investment decisions. 

Click here to see our latest Tactical Asset Allocation.  

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