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We’re doing something quite simple to reduce risk after the market’s fast and furious rise. By David Baker...
Given strong equity performance so far in 2021 and over the last few years, equity allocations in many portfol...
Why this recovery has more room to run and LNWM’s sustainable investing initiatives. By David Baker, Senior ...
In the 2nd half of 2021, corporate earnings year-over-year comparisons will become less favorable and investor...
Peak corporate earnings growth is expected for 2nd quarter 2021. What comes next? By David Baker, Senior Direc...
High-octane growth is expected through 2021 but major risks remain, including a sustained rise in inflation, h...
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...
