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LBW Investment Committee - October 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.      Geopolitical winners and losers – We reviewed the major geopolitical issues around the world including the UK election, Trump impeachment, trade war and Syria. We also discussed the reaction of markets and likely policies that might follow from Government to stimulate a teetering global economy. 

2.      Market influences – We discussed the various factors that affect domestic and global capital markets. We especially focussed on the role of the flow of global money and market infrastructures in influencing equity prices.

 

 

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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