2018 Investment Performance - A House for All Types of Weather

LAGERS’ Investment Team describes the portfolio allocation process as being similar to building a house. We want to build a house that will withstand all types of weather, one that will protect our loved ones against anything that the current or future environment could throw our way. We seek to accomplish this same goal in portfolio construction, using diversification of assets, liquidity, and careful monitoring of exposures to ensure we’re not dependent on any one market environment to succeed. The last six months of 2018 saw the “weather” in the global market change drastically from the last nine years since the crisis. Due to the portfolio adjustments of the last few years, resulting in the current allocation, the house was only minimally impacted by this current storm.

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LAGERS' Latest Performance Update

Recently I asked Brian Collett, our CIO, to give me an update on our most recent investment numbers. He shared lots of information with me on our most recent numbers, but also talked about our Asset study that we just completed, and how that shapes our investment strategy.

Tagged Sound Funding, Brian Collett, equities, stock market, inflation, Retirement, Retire, Quarterly Update, Pension Health, LAGERS performance, Investments; Return; LAGERS Portfolio, Investments, Investment Return, Contribution Rates, Asset Study

How LAGERS Handles Market Changes

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To many, the market turmoil that hit stocks globally last week came out of nowhere. In the US, after almost two years of the stock market grinding its way higher, seemingly in defiance of gravity, the over 5% fall last week reminded us that what goes up must come down. In truth, we’ve been living in an investing world which isn’t normal. Falls in the market like the one experienced this February however, are entirely normal, and often healthy, for markets to experience.

Tagged inflation, stock market, Investments; Return; LAGERS Portfolio, Investments, equities

Contact LAGERS

1-800-447-4334
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