David Baker

Senior Director, Investment Strategy & Communications

David is Senior Director, Investment Strategy & Communications at LNW. While his focus is mainly on the numbers, David also writes the firm’s monthly Flash report and is a key contributor to LNW’s quarterly economic commentaries.

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Posts

Video: Economic Flash November 2024

Investments

November 6, 2024

Video: Economic Flash November 2024

What we saw from the markets in October and what we’re watching post-election. By David Baker, Senior Director, Investment Strategy and Communications.
Economic Flash: The Fed and China Boost Global Markets

Investments

October 2, 2024

Economic Flash: The Fed and China Boost Global Markets

Whether U.S. stocks finish 2024 at new record highs depends on certain key risks unwinding in October and November.
The Case for Private Market Investments

Investments

September 10, 2024

The Case for Private Market Investments

As wealth advisors, we are continually aiming to expand the opportunity set for clients, meaning finding and proposing investments that offer atypical sources of return. Incre
Video: Economic Flash September 2024

Investments

September 5, 2024

Video: Economic Flash September 2024

With lower interest rates priced in, what else is driving the markets? By David Baker, Senior Director, Investment Strategy and Communications.
Economic Flash: All In on Lower Interest Rates

Investments

September 5, 2024

Economic Flash: All In on Lower Interest Rates

In the past two months, U.S. bonds have outperformed stocks. We discuss why and the implications.
Video: Economic Flash August 2024

Investments

August 5, 2024

Video: Economic Flash August 2024

Why we continue to recommend topping up bond exposures as the U.S. economy slows down. By David Baker, Senior Director, Investment Strategy and Communications.
Economic Flash: The Shift in the Economy & Market Sentiment

Investments

August 5, 2024

Economic Flash: The Shift in the Economy & Market Sentiment

The assets that appear most attractive to us on a risk-adjusted basis are those that help diversify the equity component of portfolios.
Video: Economic Flash July 2024

Investments

July 3, 2024

Video: Economic Flash July 2024

The economic indicator that is just as important as inflation going into the 2nd half of 2024. By David Baker, Senior Director, Investment Strategy and Communications.
Economic Flash: A Tale of Two Economies

Investments

July 3, 2024

Economic Flash: A Tale of Two Economies

U.S. consumer spending is being driven by the top 10% of earners, as lower-income households fall behind on credit card and auto payments.

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Video: Economic Flash November 2024

Economic Flash: The Fed and China Boost Global Markets

The Case for Private Market Investments

Video: Economic Flash September 2024

Economic Flash: All In on Lower Interest Rates

Video: Economic Flash August 2024

Economic Flash: The Shift in the Economy & Market Sentiment

Video: Economic Flash July 2024

Economic Flash: A Tale of Two Economies