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
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
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
— The U.S. economy added a robust 303,000 new jobs in March and unemployment fell to 3.8%; job market strength makes it harder for Fed to lower interest rates. —
With U.S. stock markets near record highs, what we are doing to reduce risk. By David Baker, Senior Director, Investment Strategy and Communications.
Assets that appear most attractive to us on a risk-adjusted basis are those that help diversify equity risk.
— The U.S. economy grew a strong 3.4% annualized in 4th quarter 2023 (per latest estimate); a slowdown to 2.1% is expected for 1st quarter 2024. – U.S. manufactu
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
“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