Posts
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Commentary Q4 2024: The U.S. Experiment Gets Tested
October 11, 2024
Commentary Q4 2024: The U.S. Experiment Gets Tested
With U.S. elections just weeks away, LNW CIO Ron G. Albahary, CFA® assesses the implications for the markets and the economy, the factors behind the 2024 rally in virtually a
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Finally, the Fed has Started Easing: What this Means
September 19, 2024
Finally, the Fed has Started Easing: What this Means
The Federal Reserve’s 50 basis point rate cut on Wednesday caught markets off guard, as most economists and market participants had expected a 25 point move. This decisi
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Thoughts on the Recent Spike in Stock Market Volatility
August 6, 2024
Thoughts on the Recent Spike in Stock Market Volatility
Perspective is key during major market movements. And so we proactively communicate our thoughts to clients when those happen, especially if on the downside. Yesterday, August
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Commentary Q3 2024: VUCA at the GATE
July 19, 2024
Commentary Q3 2024: VUCA at the GATE
After a strong start to the year, Volatility, Uncertainty, Complexity and Ambiguity (aka VUCA) could all pick up in the second half of 2024. LNW CIO Ron G. Albahary, CFA®
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Some Good News on Inflation
June 13, 2024
Some Good News on Inflation
This week, the middle of 2024, some goods news on U.S. inflation was released, which may allow the Fed to lower its key interest rate at least once this year. The U.S. Consume
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Risk Management in 2024 & Beyond
April 19, 2024
Risk Management in 2024 & Beyond
Since the end of March, there has been a decided shift in market sentiment. LNW CIO Ron Albahary, CFA assesses what has changed and how we are keeping client portfolios on an
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Commentary Q2 2024: Beyond the Market as Monolith
April 18, 2024
Commentary Q2 2024: Beyond the Market as Monolith
With geopolitical and economic risks both increasing, LNW CIO Ron G. Albahary, CFA® explains how we are taking advantage of the differentials among and within markets and a
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Dangerous New Phase in the Mideast Conflict
April 15, 2024
Dangerous New Phase in the Mideast Conflict
Over the weekend, the conflict in the Middle East reached a dangerously higher level. Iran launched an estimated 300 drones, ballistic and cruise missiles targeting Israel. Th
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Client-Centered Investing: Q&A with Ron Albahary
March 29, 2024
Client-Centered Investing: Q&A with Ron Albahary
To his work as CIO of LNW, Ronald G. Albahary, CFA® brings more than 30 years of experience managing portfolios for high-net-worth and ultra-high-net-worth clients and