Articles by Mark Luschini
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August Investment Perspectives
In this issue of Investment Perspectives, we discuss the impact of the election on the market, floating rate bond performance during times of rate cuts, and using P/E to determine a stock's valuation.
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July Investment Perspectives
In this issue of Investment Perspectives, Janney’s Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down.
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Outlook 2024: Mid-Year Update
To better position portfolios for the remainder of 2024, 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.
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June Investment Perspectives
In the latest issue of Investment Perspective, we discuss whether consumers are choosing to save or spend, how the neutral rate of interest serves as a benchmark for investors, and how the cap-weighted S&P 500 compares to equal-weighted.
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May Investment Perspectives
In this issue we discuss reduced pessimism toward European equities, real yields, and whether an S&P 500 high is still ahead.
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Behavioral Finance and Investment Principles IV
Part 4: Endowment Effect, Sunk-Cost Fallacy, Illusion of Control.
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Behavioral Finance and Investment Principles III
Part 3: Overconfidence, Anchoring Effect, and Herding.
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April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
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Behavioral Finance and Investment Principles II
Part 2: Familiarity Bias, Framing Bias, and Mental Accounting.
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Behavioral Finance and Investment Principles I
Part 1: Introduction, Prospect Theory, Loss Aversion, Recency Bias
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March Investment Perspectives
In this latest Investment Perspectives, we discuss the economic evolution of Mexico, the Fed’s many misconceptions, and whether there are new highs ahead for the S&P 500.
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February Investment Perspectives
In this issue of Investment Perspectives, we look at the key drivers in the surge for copper demand, the 2024 trends in the fixed-income markets, and what will matter most for the stock market in the long term.
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January Investment Perspectives
In this month’s Investment Perspectives, the Investment Strategy Group discusses how the pursuit of a soft landing continues in the new year and anticipates volatile but trending bond markets. Plus, strong market performance in December points to potential positive results for 2024.
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Outlook 2024
Outlook 2024 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
In this issue we discuss making a case for metals, the role politics play in objective decision-making, and if seasonal bias will dominate December.
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November Investment Perspectives
In this issue of Investment Perspectives, we examine the odds of a recession within the next 12 months, look at the bond market sensitivity to supply, and discuss why the seasonal bias is skewed to the positive.
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October Investment Perspectives
In this issue of Investment Perspectives, we share why we believe the economic picture is still reasonably bright. We also look at how interest rates provide useful signals regarding economic conditions, and why various technical factors may provide the setting to increase equity exposure in October.