A summary of some of the key items discussed in the recent meeting of the LBW Investment Committee
are given below:
1. Market crash – The only agenda item for the meeting was discussion regarding the economic fallout and market crash relating to the Covid-19 pandemic. The current trajectory of asset prices was assessed and we discussed the likely timeframes for the continuing deterioration of economic activity and the expected responses from central authorities by way of stimulus. Though volatility would likely accompany investment markets over the coming months as the globe slips into recession, given the conservative nature of tactical asset allocations, discussion was held regarding when to increase exposures to growth assets within the model portfolio.
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.
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