Headlines discussed at LNWM’s Monday morning briefing: — About 400,000 fewer US homes have been listed for sale since Covid-19 began; roughly a 3-month supply of b
Headlines discussed at LNWM’s Monday morning briefing: — Supreme Court Justice Ruth Bader Ginsburg has died; the major upcoming battle in the US to approve her rep
Doesn’t it seem that Brexit should be done by now? After all, we’re nearing the end of 2020 and the the UK voted to leave the Eurozone back in June 2016. After fou
Headlines discussed at LNWM’s Monday morning briefing: — The US federal budget deficit for fiscal 2020 (ending Oct. 1) is on course to be $3.3 trillion, more than
Lately we’ve been taking a long, hard look at the “40” in the classic 60/40 portfolio: 40% high-quality bonds, with the rest (60%) going into the largest stocks in U
David Baker, Director, Investment Strategy and Research, discusses why we’ve increased exposure to foreign equities amid historic rally in US stocks.
Select foreign equities, in both developed and emerging markets, now offer an attractive risk/return outlook, given virus containment in many countries, supportive monetary po
Headlines discussed at LNWM’s Monday morning briefing: — In major policy shift, Federal Reserve said it will allow for higher inflation — keeping interest ra
Headlines discussed at LNWM’s Monday morning briefing: — The S&P 500 and NASDAQ both hit new highs on strong performance by tech stocks, record low interest ra