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Michael Halloran June 24, 2021
Environmental, Social, and Governance (ESG) investing is a rapidly growing investment discipline that includes many factors that make up traditional corporate best practices. Consequently, many firms that score well on ESG metrics are also solid investment opportunities. While ESG evaluation is popular with women and millennials—two groups that continue to gain prominence in the investment world—it continues to gain importance for all investors. This piece reviews ESG investing.
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Michael Halloran June 24, 2021
With concerns mounting about the human influence on climate change, highlighted by U.S. President Joe Biden rejoining the Paris Agreement on his first day in office, the importance of clean energy to the economy continues to grow.
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Michael Halloran June 21, 2021
Stocks fell last week after the Federal Reserve (Fed) shifted its forward guidance on interest rates in a hawkish direction. Fed officials signaled they expect to raise interest rates by late 2023, sooner than they anticipated in March.
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Mark Luschini and Guy LeBas June 18, 2021
One can hardly prognosticate about matters of the economy and financial markets without acknowledging the role the vaccination campaign is having on consumer and business activity. Certainly, the news on that front is encouraging, and evidence of conditions returning to normal abound.
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Gregory M. Drahuschak June 18, 2021
Many of today’s market participants did not have to endure the inflation of the 1970s through early 1980s. Revisiting that era is useful, as for first time in many months, the Federal Reserve Open Market Committee (FOMC) gave an indication of when it might consider changing credit policy.
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Guy LeBas June 16, 2021
The cool phrase for this season is the “Hot Vax Summer” (credit to John Oliver). One side effect, as we have seen from the last two months of CPI prints, is that summer 2021 is also turning into the “Hot Inflation Summer.”
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Michael Halloran June 14, 2021
Stocks reached record highs again last week, as the incoming economic data remains consistent with an improving economy and higher profits.
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Gregory M. Drahuschak June 11, 2021
How often would you rely upon something that works only slightly more than half the time?
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak June 10, 2021
Janney's analysts discuss inflation and stock trends.
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Mark Luschini June 8, 2021
A Closer Look at Prospect Theory, Loss Aversion, and Recency Bias
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Michael Halloran June 7, 2021
Stocks had another positive week, with the S&P 500 Index advancing 0.6% and leadership remaining with cyclical sectors.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak June 3, 2021
Janney's analysts discuss the global pandemic's impact on the economy.
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Michael Halloran June 1, 2021
Stocks rose again last week with the S&P 500 Index up 1.2%, up 0.7% for the month of May, and an impressive 12.6% so far in 2021.
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Michael Halloran May 24, 2021
The Conference Board’s Leading Economic Index and CEO Confidence Index, Markit’s preliminary May business surveys, and jobless claims all sent positive signals for the strong economic recovery.
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Gregory M. Drahuschak May 21, 2021
If past is prologue, stock market performance was poised to react to recent changes in the price of oil.
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Michael Halloran May 17, 2021
Stocks sold off last week on higher-than-expected inflation readings.
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Michael Halloran May 13, 2021
The Biden administration is set to raise corporate taxes as part of the $2.25 trillion American Jobs Plan, which seeks to raise $2 trillion in tax revenue over 10 years in order to fund the new infrastructure-focused spending package.
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Gregory M. Drahuschak May 13, 2021
For decades, the equity and debt markets struggled with widely varying rates of inflation that at times put the entire economy in jeopardy. Once again, the potential for rising inflation and interest rates is on investor’s minds.
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Michael Halloran May 10, 2021
Stocks rose again last week and we continue to see signs of a strong economic recovery.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak May 7, 2021
Janney's analysts discuss inflation and stock trends.