Posts
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Video: Economic Flash March 2021
March 2, 2021
Video: Economic Flash March 2021
David Baker, Director, Investment Research, explains why we think interests rates and inflation are not going to take off in 2021, although inflationa...
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Economic Flash: Non-Inflationary Growth Is the Goal
March 2, 2021
Economic Flash: Non-Inflationary Growth Is the Goal
Our base case remains that equities will be supported by ongoing, tremendous fiscal and monetary stimulus, with cyclical sectors sensitive to economic...
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Portfolio Rebalancing at Market Highs
February 18, 2021
Portfolio Rebalancing at Market Highs
After a year of climbing stock prices, your portfolio might be a bit too heavy on equities. How do you rebalance at a time when bonds are also pricey...
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Video: Economic Flash February 2021
February 4, 2021
Video: Economic Flash February 2021
David Baker, director, investment research at LNWM, outlines the long-term trends we’re focusing on amid many distractions, including the social-med...
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Economic Flash: Social Media Trading Vs. the Long View
February 4, 2021
Economic Flash: Social Media Trading Vs. the Long View
Additional government spending in 2021 and accommodative monetary policy by the Federal Reserve are likely support equity markets even if valuations a...
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Video: Economic Flash January 2021
January 6, 2021
Video: Economic Flash January 2021
David Baker, Director, Investment Research at Laird Norton Wealth Management, discusses portfolio positioning amid great economic and political uncert...
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Economic Flash: Vaccines and Stimulus to the Rescue
January 6, 2021
Economic Flash: Vaccines and Stimulus to the Rescue
With effective Covid-19 vaccines in distribution, further fiscal stimulus likely, and the possibility of fewer political fireworks, we are generally o...
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Video: Economic Flash December 2020
December 3, 2020
Video: Economic Flash December 2020
David Baker, Director, Investment Research at Laird Norton Wealth Management, discusses portfolio changes in light of promising of Covid-19 vaccines.
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Economic Flash: COVID Vaccines Boost Stocks to New Highs
December 3, 2020
Economic Flash: COVID Vaccines Boost Stocks to New Highs
With promising COVID vaccines on the horizon, we generally recommend increasing equity positions at the expense of fixed income, with an emphasis on v...
