Posts
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Risk Management During Tariff Turmoil and Beyond
April 9, 2025
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
April 3, 2025
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
March 13, 2025
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
January 17, 2025
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...
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Special Economic Flash: From the Desk of the CIO – What’s Old is New Again
November 6, 2024
Special Economic Flash: From the Desk of the CIO – What’s Old is New Again
At press time it appears President Trump has been reelected as U.S. President, Republicans control the Senate and seem poised to take the House.
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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...
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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 2...
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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 do...
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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...
