by lpioAdmin | Dec 31, 2023 | Investment Letters, Perspectives
“Success means being very patient, but aggressive when it’s time.” Charles Munger We finished the year with a significant shift in interest rate expectations, a central component of the financial system. With rates having risen substantially over the last two years,...
by lpioAdmin | Dec 1, 2023 | Market Views, Perspectives
In November 2020, the global market value of negative-yielding bonds, which require their holders to pay for the privilege of owning them, reached 18 trillion US dollars. By January 2023, following an aggressive interest rate hiking cycle by central banks, that figure...
by lpioAdmin | Sep 30, 2023 | Investment Letters, Perspectives
“Winning or losing of the election is less important than strengthening the country.” Indira Gandhi The third quarter in markets was characterised by a shift in focus from inflation to growth. Inflation data in developed markets, whilst still elevated, showed...
by lpioAdmin | Jun 30, 2023 | Investment Letters, Perspectives
“Innovation and corporate governance are extremely important to improve the profitability of Japanese companies and encourage them to increase wages, capital spending, and dividends.” Shinzo Abe, former Prime Minister of Japan If markets in 2022 were characterised by...
by lpioAdmin | May 1, 2023 | Awards, External, News
Becky RobbinsPartner and Chief Operating OfficerLincoln Private Investment Office “I’m proud of our team and I’m thrilled that at Lincoln we are fairly evenly split between men and women.” Please explain why you think your firm has been able to achieve a...
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