Posts
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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
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What If the Fed Doesn’t Deliver?
March 25, 2024
What If the Fed Doesn’t Deliver?
“Inflation is still high. The ongoing progress in bringing it down is not assured and the path forward is unsure.” — Fed Chair Jerome Powell, March 20 Press
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LNW Investment Philosophy
February 1, 2024
LNW Investment Philosophy
We create for each of our clients a strategic business plan for investing that brings vision, structure and discipline to the preservation and growth of capital, often over mu
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Commentary Q1 2024: The Year of Momentous Elections
January 19, 2024
Commentary Q1 2024: The Year of Momentous Elections
The more acute risks in the coming year are likely to be political and geopolitical, says LNW CIO Ron G. Albahary, CFA®. Find out how we are navigating an economic and marke
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Key Considerations for 2nd Half of 2023
July 28, 2023
Key Considerations for 2nd Half of 2023
The first half of 2023 was a positive surprise to industry prognosticators, proving two things we tend to emphasize for good reason: (1) It’s never wise to try and predict t
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LNWM Quarterly Commentary Q3 2023: Tug-of-War Not Over
July 21, 2023
LNWM Quarterly Commentary Q3 2023: Tug-of-War Not Over
Will the rest of 2023 be as good for the markets? LNWM CIO Ron G. Albahary, CFA® discusses the major economic forces pushing and pulling on the economy, the factors likely to