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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
August 2025 Market Review
The U.S. Treasury curve steepened in August, with shorter maturities leading rates lower as the market began pricing in a greater chance of a September Fed rate cut. The 10-year yield fell 13 bps to close the month at 4.23%. July payrolls showed slowing job growth, providing the FOMC cover for rate cuts, though the […]
September 5, 2025
Pathways to Sustainability – 2025 Report
On behalf of LIM’s employees and Board of Managers, we are excited to share our fourth annual “Pathways to Sustainability” report. Our inaugural report in 2022 identified LIM’s key stakeholders and discussed how we seek to align our corporate structure, business operations, and investment process with our firm’s core values. In our 2025 report, we […]
August 26, 2025
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