Recent Articles
LMCG Quarterly Conference Call Replay - 03/27/13
Click here to view the replay of the GMC and Fixed Income Q1 2013 update.
Bond Market Angst - 03/11/13
Please click here to read the article.
LMCG Quarterly Conference Call Replay - 01/10/13
Click here to view the replay of the GMC and Fixed Income Q3 update. NOTE: The audio portion begins around the 5 minute mark.
Why Emerging Markets Aren't Likely to Become Efficient Anytime Soon - 12/31/12
Click here to read the white paper written by CIO Jeff Davis
Jeff Davis on BloombergTV - 11/23/12
CIO Jeff Davis talks about Intel's issues, Exxon's intact status as a blue chip and his more bullish view than his colleagues' on market levels through year end.
Click here to watch.
LMCG Quarterly Conference Call Replay - 10/04/12
Click here to view the replay of the GMC and Fixed Income Q3 update.
It's Going to be a Bumpy Ride - 10/03/2012
Click here to see CIO Jeff Davis speak with BloombergTV about Q4 2012 market prospects and the threat to the housing recovery posed by the Federal Reserve low interest rate policy.
Risks of Europe, Municipal Bonds and NCAA Basketball – Speech at Indianapolis – 8/23/12
Jeff Davis introduces Lee Munder Capital Group to Indiana and a discusses the positioning of LMCG’s GlobalMultiCap strategy and LMCG’s Municipal and Taxable Fixed Income Strategies. View the article here.
GMC Flash Report - 9/12/12
Sell 5% from INTL Small Cap equities; Buy additional 5% Emerging Markets equities. Click here to view the full report.
Global MultiCap and Fixed Income Commentary Q212 - 7/30/12
Click here to view the article
Supreme Court Healthcare Ruling and What it Means For Small Cap Growth stocks - 07/16/12
Click here to replay the webinar with LMCG Small Cap Growth PM Andrew Morey
LMCG Quarterly Conference Call Replay - 06/28/12
Click here to view the replay of the GMC and Fixed Income Q2 update. The presentation begins around the 5 minute mark.
Jeff Davis discusses European market woes and opportunities at end of June, 2012
View the BloombergTV spot by clicking here.
GMC Perspectives - Why We Own European Equities - 06/1/12
As global markets continue to be driven by news from Europe in early June, the GMC team comments on how they are balancing risks – and uncovering opportunities - as a result of the European financial crisis.
Click here to read the article
Global MultiCap and Fixed Income Commentary Q112 - 4/24/12
View the article by clicking here.
Looking Into The Crater - 04/23/12
Traditional Stock and Bond allocation have outperformed most of the alternative models of money management during the financial crisis. “Looking into the Crater” explores what this means for investors in the years ahead.
Read the article written by LMCG's CIO Jeff Davis by clicking here.
MMLISI Q1 Update - 04/11/12
Q1 2012 Conference Call replay which took place on 4/11/12. Depending on your bandwidth, please allow time for the video to load. Dialog begins at 2:15 mark. Click here to watch.
LMCG CIO Jeff Davis with Maria Bartoromo on CNBC - Q2 2012
To watch the video, please click here.
LMCG ADV Part II - 3/23/12
Please click here to access the report.
Global Balanced Flash Report - 3/13/12
Click here to view the report
GMC Perspectives - 2/6/12
Click here to read the article written by CIO Jeff Davis
Global MultiCap and Fixed Income Commentary Q411 - 1/25/11
View the article by clicking here.
CIO Jeff Davis On Bloomberg TV - 1/19/12
Jeff Davis speaks about the rivalry between Microsoft and Google. Click here to watch.
MMLISI Q4 Update - 01/13/12
Q4 Conference Call replay which took place on 1/12/12. Depending on your bandwidth, please allow time for the video to load. Dialog begins at 5:40 mark. Click here to watch.
Global MultiCap and Fixed Income Commentary - 9/30/11
View the article by clicking here.
MMLISI Q3 Update - 10/03/11
Click here to listen to the conference call replay. The slide presentation can be viewed here.
CIO Jeff Davis Bloomberg TV - 09/16/11
Jeff Davis talks about European and US banks in light of the UBS trading scandal.
Click here to see the interview
Global MultiCap Update - 09/09/11
Click here to read the article
Global MultiCap - Benchmark Change - 09/08/11
Benchmark change announcement - The MSCI All Country World Investable Markets Index.
Representing 45 countries and over 9,000 securities, the ACWI IMI is the new standard for global equity investing. Click here to read the update.
CIO Jeff Davis' appearance on Bloomberg TV - 08/25/11
Click here to watch the video
LMCG Update on US Credit Downgrade - 8/8/11
Click here to read the article.
Global MultiCap and Fixed Income Commentary - 6/30/11
View the article by clicking here.
CIO Jeff Davis on CNBC - 5/10/2011
In this clip, Jeff discusses the buyout of Skype by Microsoft and the ramifications for the two companies.
Global MultiCap and Fixed Income Commentary - 3/31/11
To read the entire article, click here.
Global MultiCap Flash Report - 3/1/2011
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Global MultiCap and Fixed Income Commentary - 12/31/10
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GMC Commodity and Currency Exposure - 11/12/2010
Global portfolios like Global MultiCap are riding out commodity and currency stress better than domestic US portfolios in general. The appeal of hedging or speculating directly in commodities is less of an issue for globalinvestors. Click here to read more.
Global MultiCap and Fixed Income Commentary - 9/30/2010
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GMC 3 Year Anniversary Perspective - 9/24/2010
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Small Riders May Win This Race - 8/13/2010
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Global Multi Cap and Fixed Income Commentary 2Q10 - 7/5/2010
Click here to read the article.
Global Multi Cap Flash Report - 6/30/2010
Click here to read a special update on GMC and our views of the market for March 2010.
Global Multi Cap and Fixed Income Highlights 2Q10 - 6/30/2010
Changes, performance and discussion about asset allocations in LMCG's Global Multi Cap and Fixed Income for the first quarter can be found here.
LMCG Announces New Director of West Coast Business Develpment - 6/17/2010
Click here to read the press release.
Global Multi Cap Flash Report - 5/24/2010
Click here to read a special update on GMC and our views of the market for May 2010.
LMCG Announces Hire of Philip M. Dever to Lead Client Service - 5/19/2010
Click here to read the press release.
LMCG Secular Growth Update 3/31/2010
Click here to review the document.
Global MultiCap and Fixed Income Highlights 1Q10 - April 2010
Changes, performance and discussion about asset allocation in LMCG's Global MultiCap and fixed income for the first quarter can be found here.
CIO Jeff Davis on Bloomberg TV 4/14/2010
Click here to view the video.
Global Multicap Flash Report 3/31/2010
Click here to read an update on GMC for March 2010.
Global Multicap Flash Report 2/28/2010
Click here to read an update on GMC for February 2010.
LMCG Secular Growth Update 12/31/2009
Click here to review the document.
Global MultiCap and Fixed Income Highlights 4Q09 - Jan 2010
Fourth Quarter 2009 changes, performance, and discussion about asset allocation in LMCG's Global MultiCap can be found here. In addition, a review of the fixed income market for 4Q09 is available here.
Global MultiCap Flash Report - 11/30/2009
Update on Global MultiCap. Gains taken from Small/Mid Growth and Value along with increased allocation to US Large Cap. To read more, click here.
LMCG Secular Growth Update 9/30/2009
Click here to review the document.
Global MultiCap and Fixed Income Highlights 3Q09
For LMCG's Global MultiCap changes, performance, and dicussion about asset allocation for the second quarter of 2009, along with a review of fixed income markets, click here.