Skip to content
  • Home
  • Our Firms
  • Our Team
  • Our Strategies
  • Financial Planning
  • Family Office
  • News
  • Commentary
  • Disclosure
BALDWIN MANAGEMENT, LLC

A Firm Created to Serve Families, Foundations, and Non-Profit Institutions

Category: Baldwin Investment Management

Baldwin Investment Management

Shifting Sands…

By admin | March 31, 2021March 31, 2021 by admin
Underfoot there has been something of a shift in investment strategies. So far, it is not huge in scope or long in duration – but it has been noticeable. Growth stock investing (typically focused on…
Baldwin Investment Management

Demand Pull or Supply Push…

By admin | February 27, 2021February 26, 2021 by admin
Inflation is again becoming a topic of conversation in the markets – especially the bond market. Already bond yields have risen some 40 basis points (BPS) on the 10-year Treasury since year end 2020. Those…
Baldwin Investment Management

Consumption…

By admin | January 31, 2021February 1, 2021 by admin
We have mentioned in the past that the U.S. economy is largely driven by the U.S. consumer. To refresh memories and to help visualize our point, please look at the chart below. Chart 1 As…
Baldwin Investment Management

Believe in Miracles…

By admin | December 31, 2020December 31, 2020 by admin
The year 2020 will probably be recounted by financial historians as a time of tremendous emotional distress, economic resilience and market surprise. Also, this turbulence happened in a very compressed span of time, about a…
Baldwin Investment Management

Seek Near and Far…

By admin | December 3, 2020December 3, 2020 by admin
We have argued for quite some time that equities around the world were and still are “the only game in town” when compared to other “mainstream” competitive investments. Bonds are extremely expensive with interest rates…
Baldwin Investment Management

Fret Not Political Winds (Or Change)…

By admin | September 30, 2020 by admin
From here to election day, there will be a lot of ink spilled and breathless chatter about politics. The airwaves will be filled with “sloganeering” and vituperative attacks on serious and non-sensical issues alike. We…
Baldwin Investment Management

Two Measures…

By admin | July 31, 2020August 3, 2020 by admin
We have commented in the past about how unloved the stock market’s rally has been since 2009. “Walls of worry” have been climbed by some investors (i.e. those who kept “the faith”) as setbacks in…
Baldwin Investment Management

Better, Better…

By admin | June 30, 2020 by admin
Things are better. The economy is better around the world than it was in March or April. According to the IHS Markit Flash G4 PMI output index for June, the economic output score for the…
Baldwin Investment Management

Finding A New Way…

By admin | May 29, 2020 by admin
Globalization is a corporate strategy born centuries ago. It has had its “ups and downs” over time, falling in and out of favor with strategists. We believe we are starting a new phase of international…
Baldwin Investment Management

Monetary Mitigation…

By admin | April 30, 2020May 1, 2020 by admin
In the current environment of social distancing to “bend the curve” of the COVID-19 infection rate, the Fed has “stepped up” to do its job of protecting the U.S. economy with incredible speed and with…

Posts navigation

Older posts

Office Hours

Monday – Friday
9:00 AM – 5:00 PM
NYSE Holidays Recognized

DISCLOSURE/ADV PART 2

Click HERE for our current Disclosure, Privacy Statement, and ADV Part 2

Corporate Office Location

1001 Conshohocken State Road, Suite 1-202
Conshohocken, PA 19428

© 2021 BALDWIN MANAGEMENT, LLC | WordPress Theme Design by Superb