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: Opportunity in Difficulty

Investments

March 2, 2023

Economic Flash: Opportunity in Difficulty

When fear and risk dominate, it is incumbent upon us as advisors to identify what is being overlooked by investors and use that to drive longer-term portfolio results. New opp
Video: Economic Flash February 2023

Economic Flash

February 2, 2023

Video: Economic Flash February 2023

Where we’re seeing opportunities after a year of falling prices. By David Baker, Senior Director, Investment Strategy and Communications.
Economic Flash: New Year New Cheer

Investments

February 2, 2023

Economic Flash: New Year New Cheer

The economy and markets may not be out of the woods yet, but we are looking to take advantage of new opportunities presented by attractive valuations in many asset classes.
Video: Economic Flash January 2023

Economic Flash

January 6, 2023

Video: Economic Flash January 2023

Why we think it will be a challenging year ahead but with more potential to invest at attractive valuations. By David Baker, Senior Director, Investment Research.
Economic Flash: New Market Regime Takes Shape

Investments

January 5, 2023

Economic Flash: New Market Regime Takes Shape

Interest rates may remain at current levels or higher for a significant period of time, indicating slower growth in the economy and corporate profits but also providing long-t
Video: Economic Flash December 2022

Economic Flash

December 6, 2022

Video: Economic Flash December 2022

Why the Federal Reserve is likely to keep raising interest rates into 2023, albeit more slowly. By David Baker, Senior Director, Investment Research.
Economic Flash: Mixed Signals Indicate Caution

Investments

December 5, 2022

Economic Flash: Mixed Signals Indicate Caution

As 2022 ends, we are mindful of the opportunities this year’s dislocation in financial markets may present in 2023, including in high-yielding corporate credit and the reinv
Video: Economic Flash November 2022

Economic Flash

November 3, 2022

Video: Economic Flash November 2022

US stocks and the US economy performed better than expected in October. Fed policy and the strength of the dollar will be key factors for the economy in coming months. By Davi
Economic Flash: Equity Markets Rally on the Hopes of Good News from the Fed

Investments

November 3, 2022

Economic Flash: Equity Markets Rally on the Hopes of Good News from the Fed

US Stocks posted their strongest month of 2022 and Q3 GDP surpassed expectations but the US economy could face a rockier road ahead with high inflation, falling corporate earn

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Economic Flash: Opportunity in Difficulty

Video: Economic Flash February 2023

Economic Flash: New Year New Cheer

Video: Economic Flash January 2023

Economic Flash: New Market Regime Takes Shape

Video: Economic Flash December 2022

Economic Flash: Mixed Signals Indicate Caution

Video: Economic Flash November 2022

Economic Flash: Equity Markets Rally on the Hopes of Good News from the Fed