Posts
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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...
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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 th...
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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...
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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...
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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 miss...
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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-hi...
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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 Jerom...
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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 navigat...
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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...