Investment Management Archives

Video: Economic Flash November 2022

US stocks and the US economy performed better than expected in October. Fed policy and the strength of the dollar will be key factors for the econom...

Investment Management

November 03, 2022

Economic Flash: Equity Markets Rally on the Hopes of Good News from the Fed

US Stocks posted their strongest month of 2022 and Q3 GDP surpassed expectations but the US economy could face a rockier road ahead with high inflat...

Financial and Business Planning

November 02, 2022

The Inflation Problem Will Get Better Before It Gets Worse

In 1978 Milton Friedman looked back at three recessions that had struck America’s economy over the preceding decade. “Each scenario has been the...

Investment Management

October 21, 2022

September Inflation Figures Are No Cause For Alarm

The headlines for last week’s inflation figures look very familiar. The Federal Reserve is “losing the war against inflation” and it can’t...

Investment Management

October 21, 2022

What Now? Our Take on the Markets Q4 2022

Excerpt from LNWM Economic Commentary: As practitioners of behavioral finance, we realize that now and into next year there will be peak temptation ...

Investment Management

LNWM Q4 Commentary: The Fed Puts on Boxing Gloves

We are in the midst of a macroeconomic and market environment with few comparisons throughout history. Now is not the time for extreme behavior in e...

Economic Flash

Video: Economic Flash October 2022

What has worked well and not so well as the markets navigate historic turbulence. By David Baker, Senior Director, Investment Research.

Investment Management

October 05, 2022

Economic Flash: Inflation Isn’t Everything, It’s the Only Thing

Real assets (infrastructure, commodities) and short-term bonds have provided some ballast against the market turbulence while private market exposur...

Financial and Business Planning

September 30, 2022

Technical Recession Confirmed

The U.S. economy shrank for a second quarter in a row this year, a third and final estimate from the Bureau of Economic Analysis confirmed Thursda...

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Category: Investment Management

Video: Economic Flash November 2022

Economic Flash: Equity Markets Rally on the Hopes of Good News from the Fed

The Inflation Problem Will Get Better Before It Gets Worse

September Inflation Figures Are No Cause For Alarm

What Now? Our Take on the Markets Q4 2022

LNWM Q4 Commentary: The Fed Puts on Boxing Gloves

Video: Economic Flash October 2022

Economic Flash: Inflation Isn’t Everything, It’s the Only Thing

Technical Recession Confirmed

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