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 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.
Video: Economic Flash February 2024

Investments

February 6, 2024

Video: Economic Flash February 2024

Why we’re neither optimists or pessimists. By David Baker, Senior Director, Investment Strategy and Communications.
Economic Flash: High Hopes for U.S. Markets & Economy

Investments

February 6, 2024

Economic Flash: High Hopes for U.S. Markets & Economy

Recent good news for the economy could be bad news for upcoming Fed policy, as in interest rates staying higher for longer.
Economic Flash: Why Market Volatility Could Rebound in 2024

Investments

January 4, 2024

Economic Flash: Why Market Volatility Could Rebound in 2024
Economic Flash: A November to Remember

Economic Flash

December 5, 2023

Economic Flash: A November to Remember

As we exit 2023, U.S. markets seem to be pricing in a higher probability of a soft economic landing. This may be premature given the unfolding impact of higher interest rates
Video: Economic Flash November 2023

Economic Flash

November 3, 2023

Video: Economic Flash November 2023

How we are positioning portfolios for a more volatile and evolving market regime. By David Baker, Senior Director, Investment Strategy and Communications.
Economic Flash: A Year Full of Surprises

Economic Flash

November 2, 2023

Economic Flash: A Year Full of Surprises

The risk/reward tradeoff is now much more positive for bonds and credit-oriented investments than it has been in many years.
Money Market Funds: What’s the Diff?

Investments

September 20, 2023

Money Market Funds: What’s the Diff?

The yields on many money market funds are now at 5% or higher (pre-tax), making them a more attractive place to park cash than they have been for several years. Since there ar

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Video: Economic Flash March 2024

Economic Flash: Why Market Leadership Could Shift in 2024

Video: Economic Flash February 2024

Economic Flash: High Hopes for U.S. Markets & Economy

Economic Flash: Why Market Volatility Could Rebound in 2024

Economic Flash: A November to Remember

Video: Economic Flash November 2023

Economic Flash: A Year Full of Surprises

Money Market Funds: What’s the Diff?