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Commentary Q4 2024: The U.S. Experiment Gets Tested
With U.S. elections just weeks away, LNW CIO Ron G. Albahary, CFA® assesses the implications for the markets and the economy, the factors behind the 2024 rally in virtually all asset classes, and ideas for positioning portfolios heading into 2025.
What All Trust Beneficiaries Should Know
The beneficiaries of a trust are fortunate. But will they make the most of their good fortune?
Amplifying Impact through Shareholder Resolutions
As a shareholder and investor, you can have a voice in how the companies in your portfolio operate in ways that matter to you. The channel is shareholder resolutions.
It’s the second marriage for both you and your new spouse, and so far it’s been a beautiful life. Despite your happiness, the two of you are mindful that life can suddenly
— Powell says Fed will likely cut rates cautiously given persistent inflation pressures. — Annual inflation rate hit 2.6% in October, meeting expectations. ̵
Making the Most of Your End-of-Year Charitable Giving As we move through fall and into winter, end-of-year planning is naturally top of mind with charitable giving high on the
A lot of charitable giving happens in a mad rush at year-end, for many good reasons. But wouldn’t it be great to start earlier in the year, with a plan in mind for how you a
Investment stewardship and the shareholder voice are critical tools to push public companies for positive change and, we believe, represent important ways of enabling our clie
— California Climate Disclosure Regulation Passes Major Legal Hurdle. — Restaurants, other services still in grip of high inflation even as overall rate slows. &
Now that the U.S. election is settled, equities show some signs of relief, but questions remain across asset classes.
What we saw from the markets in October and what we’re watching post-election. By David Baker, Senior Director, Investment Strategy and Communications.
— Euro zone inflation rises to higher-than-expected 2%, weakening case for jumbo rate cut. — Key inflation rate hits 2.1% in September, as expected, closing in o
