David Baker, Director, Investment Research at Laird Norton Wealth Management, discusses portfolio positioning amid great economic and political uncertainty.
With effective Covid-19 vaccines in distribution, further fiscal stimulus likely, and the possibility of fewer political fireworks, we are generally optimistic about the marke
Headlines discussed at LNWM’s Monday morning meeting: — New U.S. jobless claims fell slightly to 787,000 in latest week, with some 19 million Americans collecting
Headlines discussed at LNWM’s Monday morning briefing: — President Trump, after threatening veto, signed $900 billion Covid-relief package and $1.4 trillion to fun
Headlines discussed at LNWM’s Monday morning briefing: — The U.S. Congress is set to approve nearly $900 billion in Covid-19 aid, after $2.3 trillion in March, as
Headlines discussed at LNWM’s Monday morning briefing: — The first 2.9 million doses of Pfizer’s Covid-19 vaccine were shipped to US distribution centers Sun
Headlines discussed at LNWM’s Monday morning briefing: — A bipartisan group of U.S. lawmakers proposed $908 billion in new Covid-19 relief spending, including aid
David Baker, Director, Investment Research at Laird Norton Wealth Management, discusses portfolio changes in light of promising of Covid-19 vaccines.
With promising COVID vaccines on the horizon, we generally recommend increasing equity positions at the expense of fixed income, with an emphasis on value stocks, small caps a
