Posts
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Navigating Market Uncertainty With Perspective and Preparation
Navigating Market Uncertainty With Perspective and Preparation
Periods of market uncertainty are inevitable, but preparation—not prediction—matters most. By building diversified portfolios with multiple source...
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Economic Commentary Q1 2026: Aerial Adjustments May Be Expected
Economic Commentary Q1 2026: Aerial Adjustments May Be Expected
LNW CIO Ron Albahary offers a timely look at the forces shaping markets in 2026, from policy shifts and rising long‑term yields to the durability of...
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Economic Commentary Q4 2025: Sticking the Landing
Economic Commentary Q4 2025: Sticking the Landing
Explore thoughtful insights from Ron Albahary, LNW’s Chief Investment Officer, in our October Q4 2025 Economic Commentary. This quarter’s reflect...
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Commentary Q3 2025: VUCA 2.0
Commentary Q3 2025: VUCA 2.0
Financial markets continue to adapt to the new paradigm as real interest rates remain elevated amid headline-driven trade negotiations, ambitious fisc...
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Commentary Q2 2025: The Implications of America First
Commentary Q2 2025: The Implications of America First
The Trump administration’s tariff and trade policy has accelerated the move to a multipolar world much faster than expected, unleashing a high level...
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Risk Management During Tariff Turmoil and Beyond
Risk Management During Tariff Turmoil and Beyond
So far, April has indeed been the cruelest month in a long time for global markets. Yesterday, as the Trump administration prepared to levy even highe...
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Special Economic Flash: From the Desk of the CIO – Trump Tariff Tantrum
Special Economic Flash: From the Desk of the CIO – Trump Tariff Tantrum
With markets reeling from U.S. tariff policy not seen since the early 20th century, we gauge the implications for the economy and global trade.
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What Bonds Are Telling Us about Stocks & the Economy
What Bonds Are Telling Us about Stocks & the Economy
As a former long-only equity portfolio manager, I feel like I am in a position to say the following without insulting anyone: Credit investors are sma...
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Commentary Q1 2025: Entertaining Imperfection
Commentary Q1 2025: Entertaining Imperfection
After two stellar years for U.S. equities, we are entering 2025 with higher potential for disappointment as well as cause for optimism, particularly i...
