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How we’re positioning portfolios for risking risks, including inflation and higher tax rates. By David Baker...
We continue to look for ways to enhance diversification in client portfolios and to protect against potentiall...
It’s not a foregone conclusion that inflation and bond yields will be pushed significantly higher as the eco...
We think inflation will accelerate and rates are likely to rise further, but the magnitude of those moves is u...
David Baker, Senior Director, Investment Research, explains why 2021 could be another good year for stocks but...
Will the US bull market be gored by rising interest rates? We don’t think so, as key US and global economic ...
David Baker, Director, Investment Research, explains why we think interests rates and inflation are not going ...
Our base case remains that equities will be supported by ongoing, tremendous fiscal and monetary stimulus, wit...
David Baker, director, investment research at LNWM, outlines the long-term trends we’re focusing on amid man...
