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Mark Luschini
April 10, 2024
Part 3: Overconfidence, Anchoring Effect, and Herding.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
April 8, 2024
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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Mark Luschini
March 26, 2024
Part 2: Familiarity Bias, Framing Bias, and Mental Accounting.
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Mark Luschini
March 12, 2024
Part 1: Introduction, Prospect Theory, Loss Aversion, Recency Bias
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
March 7, 2024
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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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
February 7, 2024
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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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
January 11, 2024
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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Mark Luschini and Guy LeBas
December 15, 2023
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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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
December 8, 2023
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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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
November 8, 2023
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.