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
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
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
David Baker, director, investment research at LNWM, outlines the long-term trends we’re focusing on amid many distractions, including the social-media-inspired trading frenz
Additional government spending in 2021 and accommodative monetary policy by the Federal Reserve are likely support equity markets even if valuations are expensive by many hist
David Baker, Director, Investment Research at Laird Norton Wealth Management, discusses portfolio positioning amid great economic and political uncertainty.
With effective Covid-19 vaccines in distribution, further fiscal stimulus likely, and the possibility of fewer political fireworks, we are generally optimistic about the marke
David Baker, Director, Investment Research at Laird Norton Wealth Management, discusses portfolio changes in light of promising of Covid-19 vaccines.
With promising COVID vaccines on the horizon, we generally recommend increasing equity positions at the expense of fixed income, with an emphasis on value stocks, small caps a