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LBW Investment Committee - August 2019 Meeting Minutes



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

1.      Loose money settings – There continues to be pressure on those with excess cash to move into riskier assets as interest rates fall globally. The Fed now seems to be fully onboard the easy money train and the committee discussed what the current move towards zero interest rates is likely to mean for the economy, markets and client portfolios. 

2.      International equity styles – We discussed the variety of equity styles within our universe of managed funds, with a focus on strategies not currently being employed extensively. Many of these were some version of the 'value' style (e.g. quality, high yield, contrarian) whilst others utilised mechanisms such as option overlays and stock shorting.

 

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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