• Serpentine Shelly, fixed income indices, and January jumpstart

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

  • Don’t make me turn this car around

    At their first meeting of 2019, the FOMC elected to hold interest rates unchanged, as widely expected. In an effort to make all FOMC meetings—not just the four quarterly ones—appear “live,” Chair Powell has opted to hold a press conference following all meetings (given his recent walk-backs, this particular strategist wonders whether that’s such a brilliant plan).

  • Life Sciences IPO Market Overview, January 2019

    Windows of Opportunity, performance 2016 to present, Biotech fund flows since 2017, CBOE volatility, performance by company in our universe.

  • Bank & Thrift Newsletter January 28, 2019

    1. Daily Fix 2. Bank, Thrift & MHC Summary Valuation 3. Recent Bank M&A Transactions 4. Relevant Janney Capital Markets Professionals

  • Economic dissonance, fixed income recap, and recalibration

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

  • Outlook 2019: Seeing the picture when the view is less than clear

    The outlook is complex with a myriad of issues that can influence the economic setting and financial market behavior. Much depends on the evolution of interest rates, trade, and the global economy.

  • Thoughtful choice, balanced portfolios, and market trends

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

  • Bank & Thrift Newsletter

    1. Daily Fix 2. Bank, Thrift & MHC Summary Valuation 3. Recent Bank M&A Transactions 4. Relevant Janney Capital Markets Professionals

  • Higher Rates, Market Debt, and Seasonal Wisdom

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

  • Primer on preferred securities

    Preferreds offer investors higher yields than many alternatives. Preferreds are utilized in portfolio strategies to bolster yields while long-end rates remain low.

  • Business Development Company Newsletter August 2018

    Recent notes from BDC Research Analyst Mitchel Penn, CFA; Key Themes: Asset Coverage, Increased Competition, Narrowing NII Margins, Shifts in Strategy, Current Business Cycle, Easing Regulation

  • Primer on early redemption and the make whole call

    Redemption features are an important consideration when investigating the investment attributes of any fixed income security.

  • 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.

  • 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 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.

  • Phase transition, credit cycle, and the great reset

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

  • 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 TIPS

    Inflation has been low recently and medium-term expectations from central banks have been mixed. Nonetheless, hedging against the risk of inflation is important in portfolio construction, and treasury inflation-protected securities (TIPS) can offer a counterbalance to traditional fixed income securities. We present information on TIPS, as well as potential opportunities for the current environment.

  • 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.

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