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

Active vs. Index Investing: Why We Do Both

Investments

June 28, 2024

Active vs. Index Investing: Why We Do Both

What’s the Difference? Active investing – Investing in whatever securities seem most attractive based on risk and return criteria and selling them when they appear ove
Video: Economic Flash June 2024

Investments

June 6, 2024

Video: Economic Flash June 2024

Why the stickier phase of inflation is not likely to subside in the second half of 2024. By David Baker, Senior Director, Investment Strategy and Communications.
Economic Flash: Threading the Needle

Investments

June 6, 2024

Economic Flash: Threading the Needle

While higher interest rates continue to challenge private equity investors, they should provide a fertile backdrop for private credit.
Video: Economic Flash May 2024

Investments

May 3, 2024

Video: Economic Flash May 2024

With the Fed unlikely to make moves in the short term, potential impacts of higher interest rates and geopolitical risk as we head into global elections are at the forefront.
Economic Flash: Resilience But Without Much Help from the Fed

Investments

May 3, 2024

Economic Flash: Resilience But Without Much Help from the Fed

Even with some less optimistic indicators, broad signs of resiliency in the economy likely doesn’t signal help from the Fed on interest rates in the short term.
Video: Economic Flash April 2024

Investments

April 4, 2024

Video: Economic Flash April 2024

With U.S. stock markets near record highs, what we are doing to reduce risk. By David Baker, Senior Director, Investment Strategy and Communications.
Economic Flash: Beyond Tech: U.S. Stock Rally Broadens

Investments

April 4, 2024

Economic Flash: Beyond Tech: U.S. Stock Rally Broadens

Assets that appear most attractive to us on a risk-adjusted basis are those that help diversify equity risk.
Video: Economic Flash March 2024

Investments

March 6, 2024

Video: Economic Flash March 2024

Why U.S. stock markets are ignoring the orange lights and speeding ahead. By David Baker, Senior Director, Investment Strategy and Communications.
Economic Flash: Why Market Leadership Could Shift in 2024

Investments

March 6, 2024

Economic Flash: Why Market Leadership Could Shift in 2024

The “Magnificent 7” could give way to the “Fabulous 493” should the U.S. economy continue to grow and enthusiasm for AI reach a peak.

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Active vs. Index Investing: Why We Do Both

Video: Economic Flash June 2024

Economic Flash: Threading the Needle

Video: Economic Flash May 2024

Economic Flash: Resilience But Without Much Help from the Fed

Video: Economic Flash April 2024

Economic Flash: Beyond Tech: U.S. Stock Rally Broadens

Video: Economic Flash March 2024

Economic Flash: Why Market Leadership Could Shift in 2024