Articles by Mark Luschini
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March Investment Perspectives
Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.
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January Investment Perspectives
Our Investment Strategy Group offers commentary on reducing national debt, major fixed income themes from last year, and the economic factors weighing most heavily on investors in 2023.
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Outlook 2023
Outlook 2023 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
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December Investment Perspectives
An introduction into national debt, tax-swap considerations, and stock market performance put into focus.
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November Investment Perspectives
Why investors should stay the course, a look at premium-priced bonds, and what’s ahead for stocks.
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October Investment Perspectives
Housing market slows, Fed moving fast, and what’s in store for stocks in Q4.
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September Investment Perspectives
Near-term uncertainty, quantitative tightening measures, and preparing for September stock activity.
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August Investment Perspectives
Recession definition, monitoring moves by looking at bond market volatility, and is the tide turning for equities?
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July Investment Perspectives
Recession possibilities, the credit cycle and its phases, and expectations for equities.
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Outlook 2022: Mid-Year Update
Among the many concerns expressed in our initial Outlook 2022 publication, inflation has overwritten most of them. So too has the Federal Reserve’s response to it. While we did not think the risk associated with prices running at the highest in four decades would overwhelm consumer behavior so much as to thwart the economic expansion, it has clearly stunted activity.
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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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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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How our behavioral biases impact investment decision-making (Part IV)
Explore the Impact of the endowment effect, sunk-cost fallacy, and illusion of control.
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How our behavioral biases impact investment decision-making (Part III)
Exploring Overconfidence, Anchoring, and Herding
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Preserve purchasing power to weaken inflation’s impact
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Small business path to recovery
Many small businesses started reporting renewed optimism after COVID-19 vaccinations led to the reopening of the economy. Now, business owners face another challenge: Inflation.
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Accumulating wealth? Here’s why planning for inflation matters
Investors could consider strategies to inflation-proof their portfolio to withstand gradual increases in prices for goods and services.
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How our behavioral biases impact investment decision-making (Part II)
Exploring Familiarity Bias, Framing Bias, and Mental Accounting
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How our behavioral biases impact investment decision-making (Part I)
A Closer Look at Prospect Theory, Loss Aversion, and Recency Bias