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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.
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Guy LeBas January 31, 2019
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).
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January 31, 2019
Windows of Opportunity, performance 2016 to present, Biotech fund flows since 2017, CBOE volatility, performance by company in our universe.
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Cliff K. Booth, JD Nelson and Jonathan Ketzner January 28, 2019
1. Daily Fix
2. Bank, Thrift & MHC Summary Valuation
3. Recent Bank M&A Transactions
4. Relevant Janney Capital Markets Professionals
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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.
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Mark Luschini, Guy LeBas and Jody Lurie December 18, 2018
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.
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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.
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December 3, 2018
1. Daily Fix
2. Bank, Thrift & MHC Summary Valuation
3. Recent Bank M&A Transactions
4. Relevant Janney Capital Markets Professionals
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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.
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Jody Lurie September 1, 2018
Preferreds offer investors higher yields than many alternatives. Preferreds are utilized in portfolio strategies to bolster yields while long-end rates remain low.
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Mitchel Penn August 31, 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
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June 15, 2018
Redemption features are an important consideration when investigating the investment attributes of any fixed income security.
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Jody Lurie April 18, 2018
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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Jody Lurie January 30, 2018
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.
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Jody Lurie December 7, 2017
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.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak November 1, 2017
Investment Perspectives provides insight into the markets from three of Janney's elite strategists.
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Jody Lurie October 1, 2017
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.
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Jody Lurie September 1, 2017
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.
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Jody Lurie August 1, 2017
The report can serve as a reference for investors who may be less fluent in the financial markets.
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Jody Lurie June 1, 2017
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.