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: 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...
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, Investme...
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...
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 corpo...
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...
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 inflatio...
Economic Flash: Inflation Isn’t Everything, It’s the Only Thing

Investments

October 5, 2022

Economic Flash: Inflation Isn’t Everything, It’s the Only Thing

Real assets (infrastructure, commodities) and short-term bonds have provided some ballast against the market turbulence while private market exposures...
Video: Economic Flash September 2022

Economic Flash

September 7, 2022

Video: Economic Flash September 2022

Key considerations as the Federal Reserve pursues Inflation 2.0%. By David Baker, Senior Director, Investment Research.

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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

Economic Flash: Inflation Isn’t Everything, It’s the Only Thing

Video: Economic Flash September 2022