In this video, David Baker, Senior Director of Investment Strategy, explains why AI is today’s ‘red wheelbarrow’—central to market narratives...
December’s Economic Flash explores cooling U.S. growth, shifting investor focus toward defensive sectors, and the transformative impact of AI. With...
Explore how global supply chain disruptions and rising geopolitical tensions are driving a resurgence in reshoring strategies, onshoring, nearshoring...
Discover how regulated affordable housing is evolving as both a critical social need and a compelling investment opportunity. This briefing explores t...
In this video, David Baker, Senior Director of Investment Strategy, breaks down the latest market dynamics, from AI-driven equity surges to inflation...
October’s market moves reflect a delicate dance between deteriorating data and investor optimism. AI-led equity gains contrast with economic soft sp...
Explore thoughtful insights from Ron Albahary, LNW’s Chief Investment Officer, in our October Q4 2025 Economic Commentary. This quarter’s reflect...
As October kicks off, markets are digesting the Fed’s first rate cut since 2024 amid rising unemployment and sticky inflation. Despite a strong Q3...
Markets remain resilient, but cracks are forming. This video explores Fed policy, AI spending risks, labor softness, and shifting consumer sentiment...
