Headlines discussed at LNWM’s Monday morning briefing: — US GDP rose 2.1% in 4th quarter 2019 and 2.3% for the year, the smallest increase in three years. —
The US stock market opened on a high note in 2020, the Year of the Rat. But whether that good fortune continues throughout this year, we think will depend on two key things: (
Headlines discussed at LNWM’s Monday morning briefing: — S&P 500 earnings are expected to be down slightly (0.5%) for 4th quarter 2019 vs. year-earlier period;
As we said goodbye to the 2010s and reflected on a decade fueled by disruption, growth and innovation – from virtual reality to lab-grown meat and everything Amazo
The 2010s were fantastic for US stocks. But what about the 2020s? We make the case for a globally diversified portfolio to take advantage of higher growth and lower valuations
Low interest rates. Low inflation. Low unemployment. These are the makings of a “Goldilocks” economy, which helped drive stock prices up nearly 30% in 2019. But 2020 could
Headlines discussed at LNWM’s Monday morning briefing: — 97% of CFOs surveyed by Deloitt said US economic is slowing, 77% said stocks as overvalued, but only 3% ex
Investing for impact can come in many different forms. In both the private and public markets. For example: A private debt offering we are currently evaluating for our clients
Headlines discussed at LNWM’s Monday morning briefing: — Geopolitical tensions flared, after the US killed in Iraq a top Iranian commander; oil prices soared; stoc