Posts
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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 individual companies’
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Video: Economic Flash July 2021
July 2, 2021
Video: Economic Flash July 2021
Peak corporate earnings growth is expected for 2nd quarter 2021. What comes next? By David Baker, Senior Director, Investment Research.
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Video: Economic Flash June 2021
June 4, 2021
Video: Economic Flash June 2021
How we’re positioning portfolios for risking risks, including inflation and higher tax rates. By David Baker, Senior Director, Investment Research.
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Economic Flash: Slow Labor Market Keeps Lid on Inflation, Rates
June 4, 2021
Economic Flash: Slow Labor Market Keeps Lid on Inflation, Rates
We continue to look for ways to enhance diversification in client portfolios and to protect against potentially higher tax rates and inflation.
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Sustainable Investing: LNWM’s Work in Capacity Building
May 18, 2021
Sustainable Investing: LNWM’s Work in Capacity Building
This is an exciting time for sustainable investing, partly because of all the “capacity building” that is taking place. Capacity building refers to the growing shared effo
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Video: Economic Flash May 2021
May 5, 2021
Video: Economic Flash May 2021
It’s not a foregone conclusion that inflation and bond yields will be pushed significantly higher as the economy booms in 2021. By David Baker, Senior Director, Investment R
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Economic Flash: Revving Up Growth, But Hopefully Not Inflation
May 5, 2021
Economic Flash: Revving Up Growth, But Hopefully Not Inflation
We think inflation will accelerate and rates are likely to rise further, but the magnitude of those moves is uncertain, and it is not a forgone conclusion that either data poi
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Challenges and Opportunities for Family Offices in the 2020s
April 23, 2021
Challenges and Opportunities for Family Offices in the 2020s
David Baker, our Senior Director, Investment Research appears in the March 2021 issue of Cerulli Edge Global, a monthly periodical (subscription-only) from the venerable Cerul
