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: 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...
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 Communicati...
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 seve...
Video: Economic Flash August 2023

Economic Flash

August 4, 2023

Video: Economic Flash August 2023

How we’re preparing for a potentially more volatile 2nd half of the year. By David Baker, Senior Director, Investment Strategy and Communications.
Economic Flash: Tug-of-War Update

Investments

August 3, 2023

Economic Flash: Tug-of-War Update

Macroeconomic forces remain in a tug-of-war as U.S. fiscal stimulus comes up against the unfolding impact of 11 interest rate increases, making the re...
Video: Economic Flash July 2023

Economic Flash

July 6, 2023

Video: Economic Flash July 2023

As bank lending tightens, where we’re seeing opportunities in the credit markets. By David Baker, Senior Director, Investment Strategy and Communica...
Economic Flash: Too Far, Too Fast for 2023 Rebound?

Economic Flash

July 6, 2023

Economic Flash: Too Far, Too Fast for 2023 Rebound?

The probability of recession remains elevated, with more interest rate increases expected and signs of economic deterioration finally starting to take...

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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?

Video: Economic Flash August 2023

Economic Flash: Tug-of-War Update

Video: Economic Flash July 2023

Economic Flash: Too Far, Too Fast for 2023 Rebound?