April 2025 Market Review

April was a month marked by volatility. On April 2, Liberation Day, the administration announced sweeping tariff hikes which far exceeded market expectations. Over the month, the 10-year U.S. Treasury dropped to 3.99% before climbing 50 basis points (bps) by mid-month, then dropping again to 4.18% by month end. The yield curve steepened, with the […]

May 6, 2025

LIM Equity Perspectives: All Passive = All the Pain

Equity volatility reinforces the role of active management in investment portfolios President Trump’s “Liberation Day” announcement continues to reverberate through equity markets, jolting volatility to levels last witnessed during COVID. The unpredictability of tariffs and other policies is weighing on sentiment and clouding the forward path of earnings growth and interest rates, which could usher […]

April 25, 2025

Seth Roman Speaks at New England AFP

BOSTON, MA, April 22, 2025 – Seth Roman, CFA, Principal and Portfolio Manager at LIM will speak at the 39thAnnual Conference for the New England Association for Financial Professionals (NE AFP) in May. He will lead a session titled, “Stick to Your Knitting: A Guide to Investing in Uncertain Times.” NE AFP is a nonprofit […]

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April 22, 2025

Event-Driven Update Q1 2025

Despite expectations for an acceleration, M&A activity has been muted thus far in 2025 as public and private buyers and sellers seek clarity around the new administration’s tariff and regulatory policies. Investors have been anticipating a more favorable M&A environment, but deals continue to be announced at a cautious pace, especially in sectors with globally […]

April 17, 2025

From Liberation Day to the Era of Uncertainty

Tariff 2025 Primer – More than you want to know The news has been full of talk about tariffs and the markets have been volatile in response to the Trump administration’s actions regarding tariffs. In this white paper, we discuss what has happened and where we go from here, and provide background information on the […]

April 15, 2025

LIM Announces New Principals and Co-Heads of Fixed Income

Boston, MA, April 8, 2025: Longfellow Investment Management Co., LLC (LIM), a $21.5bn investment management firm, announced the addition of two new principals to the firm and the elevation of two principals to co-heads of fixed income as of April 1, 2025. The new principals are Marcos Duque, CFA, Securitized Analyst and Trader, and Maxwell […]

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April 8, 2025

March 2025 Sustainable Investment Update

Investor and consumer sentiment has deteriorated in recent weeks as major global powers continue to trade punches in the tariff arena, contributing to an uncertain path forward for interest rates, earnings growth, and inflation. The latest development, “Liberation Day,” is set to reshape global trade and have widespread effects across industries. This month, we discuss […]

April 7, 2025

March 2025 Market Review

While our monthly market review typically reflects data and commentary only through month end, given this week’s events we thought that providing a brief update to the evolving situation would be helpful. On April 2, President Trump announced major new tariffs across a broad range of imported goods and countries. The phase one 10% “baseline” […]

April 4, 2025

LIM Announces New Advisory Board Member

BOSTON, MA, April 2, 2025 – Longfellow Investment Management Co., LLC announced the addition of Pamela Yang to the advisory board as of April 1, 2025, replacing Nicole Obi. Pam is a qualified financial expert and thought leader with three decades of experience in the financial services industry. Having managed portfolios in both traditional and […]

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April 2, 2025

FOMC: Sowing the Seeds of Unknown Results

BOSTON, MA, March 19, 2025 — The Federal Open Market Committee (FOMC) met today to assess the state of the U.S. economy and monetary policy. What We Learned As markets expected, the FOMC left the Federal Funds Target Rate unchanged at 4.25-4.50%. Although progress in reducing inflation has been broad-based, the data hovers above the Fed’s […]

March 19, 2025