David Baker Archives

Economic Flash

Video: Economic Flash September 2021

We’re doing something quite simple to reduce risk after the market’s fast and furious rise. By David Baker...

Economic Flash

September 02, 2021

Economic Flash: Too Far, Too Fast? Getting Back in Balance

Given strong equity performance so far in 2021 and over the last few years, equity allocations in many portfol...

Economic Flash

Video: Economic Flash August 2021

Why this recovery has more room to run and LNWM’s sustainable investing initiatives. By David Baker, Senior ...

Economic Flash

August 04, 2021

Economic Flash: Some Resistance Will Not End Recovery

In the 2nd half of 2021, corporate earnings year-over-year comparisons will become less favorable and investor...

Economic Flash

Video: Economic Flash July 2021

Peak corporate earnings growth is expected for 2nd quarter 2021. What comes next? By David Baker, Senior Direc...

Economic Flash

Video: Economic Flash June 2021

How we’re positioning portfolios for risking risks, including inflation and higher tax rates. By David Baker...

Economic Flash

June 04, 2021

Economic Flash: Slow Labor Market Keeps Lid on Inflation, Rates

We continue to look for ways to enhance diversification in client portfolios and to protect against potentiall...

Investment Management

May 18, 2021

Sustainable Investing: LNWM’s Work in Capacity Building

This is an exciting time for sustainable investing, partly because of all the “capacity building” that is ...

Economic Flash

Video: Economic Flash May 2021

It’s not a foregone conclusion that inflation and bond yields will be pushed significantly higher as the eco...

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David Baker

Senior Director, Investment Strategy & Research

All posts by David Baker

Video: Economic Flash September 2021

Economic Flash: Too Far, Too Fast? Getting Back in Balance

Video: Economic Flash August 2021

Economic Flash: Some Resistance Will Not End Recovery

Video: Economic Flash July 2021

Video: Economic Flash June 2021

Economic Flash: Slow Labor Market Keeps Lid on Inflation, Rates

Sustainable Investing: LNWM’s Work in Capacity Building

Video: Economic Flash May 2021

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