Articles by Gregory M Drahuschak
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Valuation Variables
In the complex and often confusing investing world, investors seek reference tools to guide them as to what to buy and when to buy it.
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June Investment Perspectives
Finding direction with manufacturing and services data, fixed income & economic growth, and issues facing stocks this summer.
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May Investment Perspectives
Some things that could go right, a look at TIPS, and stocks and the midterms.
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Midterm Elections and the Stock Market
It feels like it was only yesterday that the equity market was fixated on an election but with midterm primary elections in sight followed by general elections in November, election issues again will command attention as the market tries to assess how the political winds might affect the economy. Stock market weakness in April increased attention on what the impact of the midterm elections might be.
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Investment Perspectives: The stock market correction, cautious optimism on bonds, and market's needed consolidation
Monthly commentary on timely investment and economic issues by Janney analysts Mark Luschini, Guy LeBas, and Gregory Drahuschak.
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Don’t Dismiss Stocks’ Potential Despite Rough Start
Year-to-date by mid-March this year, the S&P 500 was down 11.2%, which was its fifth-worst start to a year. The common belief that when a year starts poorly the full-year result is poor prompted investor concerns. As typically is true in any assessment of how the stock market will react, reaching simplistic conclusions can be dangerous.
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Rate Hikes and the Stock Market
For weeks, the stock market has been concerned about the potential for the Federal Reserve to raise interest rates for the first time since December 2015. History shows that rate hikes, on their own, are not the consistent drag investors often perceive them to be.
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Investment Perspectives: Housing update, fixed income, and navigating stocks’ volatility
Monthly commentary on timely investment and economic issues by Janney analysts Mark Luschini, Guy LeBas, and Gregory Drahuschak.
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How Stocks React to Conflicts
Nothing can diminish the severity of the current turmoil in Ukraine on the nation’s citizens and to a wider extent, anyone that craves peace. Nonetheless, as several recent Investment Strategy Group reports showed, events like this typically have relatively modest and short-lived market impact. Not every geopolitical event matches the norms, but history suggests that the Ukraine situation is not likely to impair the market for long.
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Investment Perspectives: Stock Market Corrections, Fixed Income Themes, Equities Move
Monthly commentary on timely investment and economic issues by Janney analysts Mark Luschini, Guy LeBas, and Gregory Drahuschak.
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Investment Perspectives: Russia-Ukraine tensions, a look back at fixed income, and the key to maximum results in 2022
Monthly commentary on timely investment and economic issues by Janney analysts Mark Luschini, Guy LeBas, and Gregory Drahuschak.
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Investment Perspectives: Misery index, Interest rate volatility, and typical stock market moments
Monthly commentary on timely investment and economic issues by Janney analysts Mark Luschini, Guy LeBas, and Gregory Drahuschak.
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Investment Perspectives: Inflation, yield curve volatility, and stocks' best stretch
Monthly commentary on timely investment and economic issues by Janney analysts Mark Luschini, Guy LeBas, and Gregory Drahuschak.
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Investment Perspectives: Bull market, quantitative easing, stocks refresh
Monthly commentary on timely investment and economic issues by Janney analysts Mark Luschini, Guy LeBas, and Gregory Drahuschak.
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Investment Perspectives: China, emerging market debt, stocks in September
Monthly commentary on timely investment and economic issues by Janney analysts Mark Luschini, Guy LeBas, and Gregory Drahuschak.
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Investment Perspectives: Stock market lifecycle, floating-rate bonds, buy the dip
Monthly commentary on timely investment and economic issues by Janney analysts Mark Luschini, Guy LeBas, and Gregory Drahuschak.
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Investment Perspectives: Oil, municipal pensions, and stock momentum
Monthly commentary on timely investment and economic issues by Janney analysts Mark Luschini, Guy LeBas, and Gregory Drahuschak.