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 May 2022

Economic Flash

May 5, 2022

Video: Economic Flash May 2022

How we’re dealing with jarring market volatility. By David Baker, Senior Director, Investment Research.
Economic Flash: Perspective on New Market Regime

Investments

May 5, 2022

Economic Flash: Perspective on New Market Regime

The downturn in stock and bond markets is not surprising given tighter monetary policy for the foreseeable future. As investors through full market cycles, we are taking advan
Video: Economic Flash April 2022

Economic Flash

April 5, 2022

Video: Economic Flash April 2022

Why inflationary pressures are increasing the odds of a recession. By David Baker, Senior Director, Investment Research.
Economic Flash: Fed Forges Ahead Despite Mixed Signals

Investments

April 5, 2022

Economic Flash: Fed Forges Ahead Despite Mixed Signals

The first quarter of 2022 saw bonds post their worst returns in 40 years, and we were glad to have had allocations to cash, real assets, and hedge funds as alternatives to tra
Video: Economic Flash March 2022

Economic Flash

March 7, 2022

Video: Economic Flash March 2022

Our take on the Ukrainian conflict as in relates to portfolio positioning. By David Baker, Senior Director, Investment Research.
Economic Flash: Ukraine Conflict Takes Center Stage

Investments

March 7, 2022

Economic Flash: Ukraine Conflict Takes Center Stage

Sanctions against Russia will further disrupt the global supply chain, especially in food, energy and key commodities. Allocations that diversify portfolios and reduce risk ar
Video: Economic Flash February 2022

Economic Flash

February 3, 2022

Video: Economic Flash February 2022

What we’re doing to buffer the impact of stock market volatility. By David Baker, Senior Director, Investment Research.
Economic Flash: Volatility Makes a Comeback

Investments

February 3, 2022

Economic Flash: Volatility Makes a Comeback

Stock market volatility could be here to stay as labor force, supply chain, and consumer spending factors all make elevated inflation “sticky” and increase odds of a Fed p
Video: Economic Flash January 2022

Economic Flash

January 5, 2022

Video: Economic Flash January 2022

Why diversifying beyond public markets makes sense in 2022 and beyond. By David Baker, Senior Director, Investment Research.

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Video: Economic Flash May 2022

Economic Flash: Perspective on New Market Regime

Video: Economic Flash April 2022

Economic Flash: Fed Forges Ahead Despite Mixed Signals

Video: Economic Flash March 2022

Economic Flash: Ukraine Conflict Takes Center Stage

Video: Economic Flash February 2022

Economic Flash: Volatility Makes a Comeback

Video: Economic Flash January 2022