All Insights & Commentary

Investment Perspectives: Trade with China, liquidity, and economic expectations for June

Mark Luschini, Guy LeBas and Gregory M. Drahuschak June 5, 2020

Our strategists discuss economic reopening, market liquidity, and what lies ahead economically in June.

Investment Perspectives: Economic recovery, the Fed's fight, and stock rally sustainability

Mark Luschini, Guy LeBas and Gregory M. Drahuschak May 6, 2020

Our analysts discuss the long road to recovery, the Federal Reserve's fight to rescue the economy, and how bear-market stock rallies are common.

Investment Perspectives: The pandemic's effect on economy, Federal Reserve intervention, and past economic shocks

Mark Luschini, Guy LeBas and Gregory M. Drahuschak April 7, 2020

Coronavirus concerns and election uncertainty caused waves in the economy and financial markets.

Investment Perspectives: Economic impact of coronavirus

Mark Luschini, Guy LeBas and Gregory M. Drahuschak March 6, 2020

Coronavirus concerns and election uncertainty caused waves in the economy and financial markets.

Positive monetary impulse, issues facing fixed income, and the stock detour

Mark Luschini, Guy LeBas and Gregory M. Drahuschak February 6, 2020

Financial markets take their cue from dovish guidance, strong muni performance, and the election's impact on the market are included in this month's Investment Perspectives.

Markets in 2020, fixed income year-in-review, and new highs look likely

Mark Luschini, Guy LeBas and Gregory M. Drahuschak January 8, 2020

Major issues persist with our optimistic outlook, a look back to fixed income in 2019, and a repeat of the market's 2019 result does not appear probable.

Global conditions improve, inflation remains low, and December poised to be good

Mark Luschini, Guy LeBas and Gregory M. Drahuschak December 9, 2019

Global conditions are improving, inflation remains low, and December is poised to be a good month.

Economic Data, Limits of Monetization, and Equities Enter Profitable Period

Mark Luschini, Guy LeBas and Gregory M. Drahuschak November 6, 2019

Investment Perspectives provides insight into the markets from three of Janney's elite strategists.

Oil prices, repo non-crisis, and stocks in October

Mark Luschini, Guy LeBas and Gregory M. Drahuschak October 8, 2019

Investment Perspectives provides insight into the markets from three of Janney's elite strategists.

Bear trap, negative yields, and range-bound market

Mark Luschini, Guy LeBas and Gregory M. Drahuschak September 24, 2019

Investment Perspectives provides insight into the markets from three of Janney's elite strategists.

Another cyclical slowdown, negative yielding debt, and the bumpy bull market

Mark Luschini, Guy LeBas and Gregory M. Drahuschak August 8, 2019

Investment Perspectives provides insight into the markets from three of Janney's elite strategists.

Spiking the punch bowl, the next economic downturn, and second-half surge

Guy LeBas, Mark Luschini and Gregory M. Drahuschak July 10, 2019

Exogenous shock, inverted yield curve, and staggering equities

Mark Luschini, Guy LeBas and Gregory M. Drahuschak June 7, 2019

Investment Perspectives provides insight into the markets from three of Janney's elite strategists.

Positive growth, nature of inflation, and equity portfolios

Mark Luschini, Gregory M. Drahuschak and Guy LeBas May 10, 2019

Investment Perspectives provides insight into the markets from three of Janney's elite strategists.

Economic breakthroughs, Fed’s u-turn, and inversion talk

Mark Luschini, Gregory M. Drahuschak and Guy LeBas April 4, 2019

Weakening dollar, fixed income exposure, and potential stock gains

Mark Luschini, Gregory M. Drahuschak and Guy LeBas March 8, 2019

Investment Perspectives provides insight into the markets from three of Janney's elite strategists.

Serpentine Shelly, fixed income indices, and January jumpstart

Mark Luschini, Guy LeBas and Gregory M. Drahuschak February 8, 2019

Investment Perspectives provides insight into the markets from three of Janney's elite strategists.

Economic dissonance, fixed income recap, and recalibration

Gregory M. Drahuschak, Mark Luschini and Guy LeBas January 4, 2019

Investment Perspectives provides insight into the markets from three of Janney's elite strategists.

Thoughtful choice, balanced portfolios, and market trends

Gregory M. Drahuschak, Mark Luschini and Guy LeBas December 7, 2018

Investment Perspectives provides insight into the markets from three of Janney's elite strategists.

Higher Rates, Market Debt, and Seasonal Wisdom

Gregory M. Drahuschak, Guy LeBas and Mark Luschini October 5, 2018

Investment Perspectives provides insight into the markets from three of Janney's elite strategists.