Articles by Mark Luschini
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June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
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May Investment Perspectives
In this issue, we examine the rising cost of homeownership, the potential implications of Fed Chair Powell’s departure, and key market considerations for May.
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April Investment Perspectives
Our Investment Strategy Group examines how geopolitical tensions are influencing oil prices and market dynamics. The report also explores opportunities in emerging markets and reinforces the importance of staying focused on long-term fundamentals.
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March Investment Perspectives
In this issue we discuss if it's time to rethink China, how oil and the bond market mix, and if wars derail markets.
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February Investment Perspectives
In this issue, the Investment Strategy Group explores gold's potential, the drivers in the bond market, and tech's tough stretch.
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January Investment Perspectives
In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
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Outlook 2026
Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.
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Outlook 2025: Mid-Year Update
To better position portfolios for the remainder of 2025, please take a few minutes to read the ISG Mid-Year Update to learn more about their expectations for the economy, and possible scenarios for the equity and fixed-income markets.
