Posts
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Risk Management in 2024 & Beyond
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
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
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
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?
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
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
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...
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Doubling Down on Diversification
Doubling Down on Diversification
We have been saying for a while now that the Federal Reserve’s accelerated and aggressive interest rate increases risk breaking something. The first...
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Update on SVB and Signature Bank Failures
Update on SVB and Signature Bank Failures
Market dynamics can change quickly during turbulent times, and that has certainly been the case since I wrote to our clients on Friday. On the heels o...
