Filtered by Investment Strategy

  • In ETFs, forewarned is forearmed

    Done correctly, the selection of individual common stocks requires rigorous effort. Investors, however, often seek a way to shortcut this process.

  • Leveraged buyout primer

    Leveraged buyouts (LBOs) are perceived as an attractive vehicle for investors to create more value for shareholders.

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

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

  • The seas of corporate bonds and triple c's

    While the majority of fixed income asset classes offer lower average yields this year than last year, the US triple C corporates space remains an outlier.

  • Preferreds and interest rate uncertainty

    Just over a year ago, the bond market began to sell off on various fears that caused heightened perceived credit risk.

  • Municipal Market Monthly — September

    Last year’s municipal new issuance total, at $339 billion, established 2018 as the slowest of the past 5 years, and through May 2019, it seemed that this year would not be much busier, but the pace picked up after May.

  • Is it time for investors to de-risk their portfolios?

    Investors may be wondering if they should be reaching for the little red box with the inscription “In Case of Emergency Break Glass.” In other words, de-risk and put the fire out. We think not.

  • Investment principles that endure through any market condition

    Over the long run, a handful of universal investment principles underpin an investor’s success. These principles guide Janney’s investment and wealth-management decision-making processes.

  • Municipal Market Monthly — July

    In theory the $58B total of new 2019 cash is enough to absorb more than a third of the first six months of municipal new issue volume ($166.8B).

  • Outlook 2019: Mid-Year Update

    The Mid-Year Update presents a follow-up to our annual view published last December and affords a chance to make adjustments, if necessary, for what we expect to come during the remainder of the year.

  • Stocks post stellar first half and react favorably to reduced trade tension

    Stocks are now reaching new all-time highs as a result of the U.S.-China trade war truce announced this weekend.

  • Selling often has no discretion

    I last authored a report under this banner the morning of December 26, 2018. At that time, stocks had plummeted to an S&P level of 2,351 and some pundits thought the market had much further to go. We wrote, “It is time to buy.”

  • Primer on portfolio strategies

    The old adage of “don’t put all your eggs in one basket” holds true time and again for investment decisions. Portfolio construction is an important aspect of portfolio diversification, with ladders, barbells, and bullets being three of the main shapes a maturity schedule can take.

  • Primer on economic indicators

    The report can serve as a reference for investors who may be less fluent in the financial markets.

  • Primer on corporate bond ratings

    We present a reference guide for corporate bond investors related to ratings protocols and techniques of the three major ratings agencies: Moody’s, S&P’s, and Fitch.

  • Primer on bankruptcy

    The bankruptcy process is a complex one, with no two the same, but knowing what to expect is key for investors.

  • Primer on convertible bonds

    In recent years, the size of the convertible bond market has shrunk as rates dropped and the cost of issuing debt over hybrid securities declined. Nevertheless, convertibles can be an intriguing portion of the market when available.

  • Where has all the Capex gone

    How companies spend their cash is an important consideration from a credit quality standpoint. In the current environment, companies have been doing more with less—a corporate strategy trend that developed in the post-recession era.

  • Primer on survivor’s option bonds

    Despite recent tax reform effects on demand for estate planning securities, several individual investors are still utilizing survivor’s option bonds as means to transfer wealth to beneficiaries, particularly in a potentially rising rate environment. Knowing the guidelines of these securities is important.

  • Primer on floating-rate notes

    Investors have been considering floating rate notes, as well as floating rate funds, as part of their portfolio strategies, in light of the recent rise in interest rates and the increasing uncertainty around the direction of rates.

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