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

Economic Flash: The Fallout from COVID-19

Economic Flash

April 2, 2020

Economic Flash: The Fallout from COVID-19

We have made (and will continue to make) necessary adjustments to reduce portfolio risk, which we think has increased dramatically relative to the past few years, while at the
Why Muni Yields Are Record High vs Treasuries

Investments

March 18, 2020

Why Muni Yields Are Record High vs Treasuries

There’s been a rush to safety in the past weeks, which has benefited US high-quality bonds and hurt US stocks. However, in this recent bond rally, Treasury bonds have perfor
Video: Economic Flash March 2020

Economic Flash

March 6, 2020

Video: Economic Flash March 2020

David Baker, Director, Investment Strategy and Research, discusses the impact of coronavirus on the economy and the markets.
Economic Flash – COVID-19: A Meaningful Antagonist to Growth

Economic Flash

March 4, 2020

Economic Flash – COVID-19: A Meaningful Antagonist to Growth

Because of the potential impact on both consumer spending and the global supply chain, and by extension corporate profits, we view COVID-19 as a serious threat to US and globa

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Economic Flash: The Fallout from COVID-19

Why Muni Yields Are Record High vs Treasuries

Video: Economic Flash March 2020

Economic Flash – COVID-19: A Meaningful Antagonist to Growth