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: 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.
Active vs. Index Investing: Why We Do Both

Investments

June 28, 2024

Active vs. Index Investing: Why We Do Both

PART I: The Active/Passive Investment Debate One of the more contentious issues in the investment world is the debate about active versus passive mana...
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 Comm...
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 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.
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 seve...
Portfolio Rebalancing at Market Highs

Investments

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...
The Outlook for High-Quality Municipal Bonds

Investments

June 9, 2020

The Outlook for High-Quality Municipal Bonds

The municipal bond market is not supposed to be exciting, but it has certainly been a white-knuckle roller-coaster ride so far in 2020. Despite all th...

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Economic Flash: A Tale of Two Economies

Active vs. Index Investing: Why We Do Both

Video: Economic Flash June 2024

Economic Flash: Threading the Needle

Video: Economic Flash April 2024

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

Money Market Funds: What’s the Diff?

Portfolio Rebalancing at Market Highs

The Outlook for High-Quality Municipal Bonds