Posts
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Sustainable Investing: LNWM’s Work in Capacity Building
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 taking place. Capacity building refers to the growing shared effo
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Video: Economic Flash May 2021
May 5, 2021
Video: Economic Flash May 2021
It’s not a foregone conclusion that inflation and bond yields will be pushed significantly higher as the economy booms in 2021. By David Baker, Senior Director, Investment R
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Economic Flash: Revving Up Growth, But Hopefully Not Inflation
May 5, 2021
Economic Flash: Revving Up Growth, But Hopefully Not Inflation
We think inflation will accelerate and rates are likely to rise further, but the magnitude of those moves is uncertain, and it is not a forgone conclusion that either data poi
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Challenges and Opportunities for Family Offices in the 2020s
April 23, 2021
Challenges and Opportunities for Family Offices in the 2020s
David Baker, our Senior Director, Investment Research appears in the March 2021 issue of Cerulli Edge Global, a monthly periodical (subscription-only) from the venerable Cerul
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Video: Economic Flash April 2021
April 5, 2021
Video: Economic Flash April 2021
David Baker, Senior Director, Investment Research, explains why 2021 could be another good year for stocks but not so good for bonds.
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Economic Flash: Full Recovery Mode
April 5, 2021
Economic Flash: Full Recovery Mode
Will the US bull market be gored by rising interest rates? We don’t think so, as key US and global economic trends are likely to keep rates and inflation in check. We contin
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Video: Economic Flash March 2021
March 2, 2021
Video: Economic Flash March 2021
David Baker, Director, Investment Research, explains why we think interests rates and inflation are not going to take off in 2021, although inflationary pressures are building
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Economic Flash: Non-Inflationary Growth Is the Goal
March 2, 2021
Economic Flash: Non-Inflationary Growth Is the Goal
Our base case remains that equities will be supported by ongoing, tremendous fiscal and monetary stimulus, with cyclical sectors sensitive to economic reopening garnering most
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Portfolio Rebalancing at Market Highs
February 18, 2021
Portfolio Rebalancing at Market Highs
After a year of climbing stock prices, your portfolio might be a bit too heavy on equities. How do you rebalance at a time when bonds are also pricey? For some answers and ins