Posts
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When Wars Start to Rhyme
When Wars Start to Rhyme
In When Wars Start to Rhyme, Ron Albahary, CIO at LNW examines how increasingly interconnected conflicts are reshaping global markets and economic dec...
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Economic Commentary Q3 2026: Jumping the Shark?
Economic Commentary Q3 2026: Jumping the Shark?
Ron Albahary, CIO of LNW, explores how a growing number of economic, geopolitical, and technological "chokepoints" are shaping markets and investor ou...
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What a New Fed Sheriff Means for Markets
What a New Fed Sheriff Means for Markets
The first FOMC meeting under Kevin Warsh delivered what many expected on the surface: no change to the Fed's target rate. Was the inflation tough guy...
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Economic Commentary Q2 2026: Markets Reawaken to Risk
Economic Commentary Q2 2026: Markets Reawaken to Risk
Ron Albahary, CIO of LNW, explores markets reawakened to risk in the firm’s Q2 Economic Commentary. He examines geopolitical shocks, renewed inflati...
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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...
