LM Capital Group is an institutional investment manager focused on active global fixed income. Since 1989, the firm has applied proprietary macroeconomic methodology and a disciplined investment process to deliver alpha and downside protection across market cycles. Strategic emerging markets allocations support a differentiated risk-return profile. LM Capital serves public plans, Taft Hartley funds, corporations, endowments, foundations, healthcare providers, OCIOs, and other financial intermediaries.
Central to LM Capital’s recurring outperformance, lies a conservative investment philosophy responsible for producing demonstrable downside protection over many market cycles. In combination with strategic allocations to emerging market debt, LM Capital clients have enjoyed a lower risk-return profile seldom found throughout the fixed income landscape.
We find that the hullabaloo regarding the provision of private credit reflects the adage that ‘there is nothing new under the sun.’ The benefits of private credit for a potential borrower are clear and fall into three categories.
May 2026
* there are some details glossed over and simplified in the discussion below, but we don’t consider them to be lies.
March 2025
It has become fashionable to say that markets were blindsided by the February 24, 2022 Russian invasion of Ukraine. Unfortunately, the data doesn’t quite support that view.
April 2022
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