November 2025 Market Review

US Treasury yields fell in the month of November. The yield curve steepened as the 10-year Treasury yield fell 7 basis points (bps) to 4.04% while long end yields were unchanged. Volatility jumped briefly mid-month before falling back toward YTD lows after the government reopened.  To receive the full market review, please contact us at [email protected] or […]

December 4, 2025

Maxwell Urda Speaking on Virtual CFA Panel for Next Generation of Investment Professionals

BOSTON, MA, November 17, 2025 – Max Urda, CFA, Principal and Analyst at LIM will be participating in a virtual CFA panel this Wednesday, November 19. This event is designed to support the next generation of investment professionals, including students in finance or other related fields, CFA program candidates, new chartholders, or anyone else interested […]

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November 17, 2025

October 2025 Sustainable Investment Update

Among the most topical economic debates of recent years is the balance of trade-offs between policy that promotes economic growth and that which suppresses inflation. While the economic implications of high inflation are constantly in focus, we feel the sustainability implications across several socially-necessary sectors deserve equal attention. This month, we explore the severity of […]

November 10, 2025

October 2025 Market Review

The US Treasury yield curve continued to flatten in October, and the 10-year Treasury yield fell 5 basis points (bps) to end the month at 4.11%. Volatility declined despite the ongoing US government shutdown, the longest shutdown on record. This has resulted in some economic data points going unreported or delayed. The Fed cut interest […]

November 6, 2025

FOMC: Conflict Resolution

BOSTON, MA, October 29, 2025 — The Federal Open Market Committee (FOMC) met today to assess the state of the US economy and monetary policy. For the second time this year, the FOMC reduced the Federal Funds Target Rate by 25 bps to a target rate of 3.75-4.00%, matching market expectations. With the government shutdown […]

October 29, 2025

Event-Driven Update Q3 2025

Q3 marked the most active quarter for US M&A in the past five years. There were 40 deals over $1bn announced involving US targets, which represented $310bn in total deal volume. This was supported by increased optimism around potential regulatory developments that could increase the clarity and predictability of approval timelines. SPAC activity similarly accelerated […]

October 15, 2025

September 2025 Sustainable Investment Update

NYC Climate Week occurs annually in September after the United Nations General Assembly, capitalizing on the convention of world leaders to advance discussions on climate action. Leading up to this year’s event, sentiment was sour amid US policy changes that have been generally unsupportive of climate action and less cooperative with other nations. This month, […]

October 8, 2025

September 2025 Market Review

“War” seems more frequent these days. Ukraine and Gaza come to mind, but a war on big government, trade fairness, partisanship, Fed independence, drug pricing, free speech, and university funding similarly link to the term. The word is related to the Old Saxon “werran” meaning “to confuse, to perplex, or to bring into confusion.” The […]

October 6, 2025

FOMC: Fed Cuts Due to Increased Employment Risk

BOSTON, MA, September 17, 2025 — The Federal Open Market Committee (FOMC) met today to assess the state of the U.S. economy and monetary policy. For the first time since December 2024, the FOMC reduced the Federal Funds Target Rate by 25 bps to a target rate of 4.00-4.25%, matching market expectations. The recent shift […]

September 17, 2025

August 2025 Sustainable Investment Update

In August, LIM participated in CFA Society Boston’s Best Ideas in Sustainability event which included presentations from local portfolio managers and analysts on various sustainability-themed investment ideas. Despite the evolving political backdrop and shifting sentiment around sustainable investing and ESG, investors remain mindful of sustainability-related risks and continue to find opportunities in these trends shaping […]

September 8, 2025