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.

View Bio

Posts

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 fun...
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 port...
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...
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.
Economic Flash: Preparing for a Year of Transition

Investments

January 5, 2022

Economic Flash: Preparing for a Year of Transition

Environmental and social sustainability is a secular trend we believe will offer investors increasing opportunities to participate in growing market s...
Video: Economic Flash December 2021

Economic Flash

December 7, 2021

Video: Economic Flash December 2021

Risk management into 2022 should include a possible policy mistake by the Fed. By David Baker, Senior Director, Investment Research.

Cookie	Duration	Description
cookielawinfo-checkbox-advertisement	1 year	Set by the GDPR Cookie Consent plugin, this cookie is used to record the user consent for the cookies in the "Advertisement" category .
cookielawinfo-checkbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Cookie	Duration	Description
__cf_bm	30 minutes	This cookie, set by Cloudflare, is used to support Cloudflare Bot Management.
bcookie	2 years	LinkedIn sets this cookie from LinkedIn share buttons and ad tags to recognize browser ID.
bscookie	2 years	LinkedIn sets this cookie to store performed actions on the website.
lang	session	LinkedIn sets this cookie to remember a user's language setting.
lidc	1 day	LinkedIn sets the lidc cookie to facilitate data center selection.
UserMatchHistory	1 month	LinkedIn sets this cookie for LinkedIn Ads ID syncing.

Cookie	Duration	Description
_uetsid	1 day	Bing Ads sets this cookie to engage with a user that has previously visited the website.
_uetvid	1 year 24 days	Bing Ads sets this cookie to engage with a user that has previously visited the website.

Cookie	Duration	Description
_ga	2 years	The _ga cookie, installed by Google Analytics, calculates visitor, session and campaign data and also keeps track of site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognize unique visitors.
_gcl_au	3 months	Provided by Google Tag Manager to experiment advertisement efficiency of websites using their services.
_gid	1 day	Installed by Google Analytics, _gid cookie stores information on how visitors use a website, while also creating an analytics report of the website's performance. Some of the data that are collected include the number of visitors, their source, and the pages they visit anonymously.
_hjAbsoluteSessionInProgress	30 minutes	Hotjar sets this cookie to detect the first pageview session of a user. This is a True/False flag set by the cookie.
_hjFirstSeen	30 minutes	Hotjar sets this cookie to identify a new user’s first session. It stores a true/false value, indicating whether it was the first time Hotjar saw this user.
_hjIncludedInPageviewSample	2 minutes	Hotjar sets this cookie to know whether a user is included in the data sampling defined by the site's pageview limit.
_hjIncludedInSessionSample	2 minutes	Hotjar sets this cookie to know whether a user is included in the data sampling defined by the site's daily session limit.
_hjTLDTest	session	To determine the most generic cookie path that has to be used instead of the page hostname, Hotjar sets the _hjTLDTest cookie to store different URL substring alternatives until it fails.
_omappvp	11 years	The _omappvp cookie is set to distinguish new and returning users and is used in conjunction with _omappvs cookie.
_omappvs	20 minutes	The _omappvs cookie, used in conjunction with the _omappvp cookies, is used to determine if the visitor has visited the website before, or if it is a new visitor.
calltrk_session_id	1 year	This cookie is set by the Provider CallRail. This cookie is used for storing an unique identifier for a user browser session. It is used for tracking the number of phone calls generate from the website.
vuid	2 years	Vimeo installs this cookie to collect tracking information by setting a unique ID to embed videos to the website.

Cookie	Duration	Description
_fbp	3 months	This cookie is set by Facebook to display advertisements when either on Facebook or on a digital platform powered by Facebook advertising, after visiting the website.
_mkto_trk	2 years	This cookie, provided by Marketo, has information (such as a unique user ID) that is used to track the user's site usage. The cookies set by Marketo are readable only by Marketo.
fr	3 months	Facebook sets this cookie to show relevant advertisements to users by tracking user behaviour across the web, on sites that have Facebook pixel or Facebook social plugin.
MUID	1 year 24 days	Bing sets this cookie to recognize unique web browsers visiting Microsoft sites. This cookie is used for advertising, site analytics, and other operations.
test_cookie	15 minutes	The test_cookie is set by doubleclick.net and is used to determine if the user's browser supports cookies.

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

Economic Flash: Preparing for a Year of Transition

Video: Economic Flash December 2021