Posts
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Economic Flash: A Worrisome End to the Year
December 6, 2021
Economic Flash: A Worrisome End to the Year
The most serious risk to markets and the economy now is the Fed’s reaction to inflation. Consequently, we are assessing equity risk and allocation i...
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Video: Economic Flash November 2021
November 4, 2021
Video: Economic Flash November 2021
After a spectacular October, here’s what concerns us as we close out the year. By David Baker, Senior Director, Investment Research.
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Economic Flash: Slower Growth, Higher Inflation
November 3, 2021
Economic Flash: Slower Growth, Higher Inflation
Private market investments have seen tremendous interest in the past year as public markets hit new highs. Beware a record level of “dry powder” c...
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Video: Economic Flash October 2021
October 6, 2021
Video: Economic Flash October 2021
Why the market seems to be getting cold feet as year-end draws closer. By David Baker, Senior Director, Investment Research.
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Economic Flash: Autumn Brings a Market Chill
October 6, 2021
Economic Flash: Autumn Brings a Market Chill
Accelerated inflation, rising interest rates, and supply chain disruptions are all risks we’ve identified previously, with the now familiar debt-cei...
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Video: Economic Flash September 2021
September 2, 2021
Video: Economic Flash September 2021
We’re doing something quite simple to reduce risk after the market’s fast and furious rise. By David Baker, Senior Director, Investment Research.
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Economic Flash: Too Far, Too Fast? Getting Back in Balance
September 2, 2021
Economic Flash: Too Far, Too Fast? Getting Back in Balance
Given strong equity performance so far in 2021 and over the last few years, equity allocations in many portfolios are above long-term targets. On a cl...
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Video: Economic Flash August 2021
August 5, 2021
Video: Economic Flash August 2021
Why this recovery has more room to run and LNWM’s sustainable investing initiatives. By David Baker, Senior Director, Investment Research.
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Economic Flash: Some Resistance Will Not End Recovery
August 4, 2021
Economic Flash: Some Resistance Will Not End Recovery
In the 2nd half of 2021, corporate earnings year-over-year comparisons will become less favorable and investors are likely to be more discerning about...
