Posts
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Video: Economic Flash October 2021
October 6, 2021
Video: Economic Flash October 2021
Why the market seems to be getting cold feet as year-end draws closer. By David Baker, Senior Director, Investment Research.
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Economic Flash: Autumn Brings a Market Chill
October 6, 2021
Economic Flash: Autumn Brings a Market Chill
Accelerated inflation, rising interest rates, and supply chain disruptions are all risks we’ve identified previously, with the now familiar debt-ceiling negotiation recently
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Video: Economic Flash September 2021
September 2, 2021
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, Senior Director, Investment Research.
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Economic Flash: Too Far, Too Fast? Getting Back in Balance
September 2, 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 portfolios are above long-term targets. On a client-by-client basis, we
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Video: Economic Flash August 2021
August 5, 2021
Video: Economic Flash August 2021
Why this recovery has more room to run and LNWM’s sustainable investing initiatives. By David Baker, Senior Director, Investment Research.
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Economic Flash: Some Resistance Will Not End Recovery
August 4, 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 investors are likely to be more discerning about individual companies’
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Video: Economic Flash July 2021
July 2, 2021
Video: Economic Flash July 2021
Peak corporate earnings growth is expected for 2nd quarter 2021. What comes next? By David Baker, Senior Director, Investment Research.
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Video: Economic Flash June 2021
June 4, 2021
Video: Economic Flash June 2021
How we’re positioning portfolios for risking risks, including inflation and higher tax rates. By David Baker, Senior Director, Investment Research.
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Economic Flash: Slow Labor Market Keeps Lid on Inflation, Rates
June 4, 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 potentially higher tax rates and inflation.