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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
March 7, 2024
In this latest Investment Perspectives, we discuss the economic evolution of Mexico, the Fed’s many misconceptions, and whether there are new highs ahead for the S&P 500.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
February 7, 2024
In this issue of Investment Perspectives, we look at the key drivers in the surge for copper demand, the 2024 trends in the fixed-income markets, and what will matter most for the stock market in the long term.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
January 11, 2024
In this month’s Investment Perspectives, the Investment Strategy Group discusses how the pursuit of a soft landing continues in the new year and anticipates volatile but trending bond markets. Plus, strong market performance in December points to potential positive results for 2024.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
December 8, 2023
In this issue we discuss making a case for metals, the role politics play in objective decision-making, and if seasonal bias will dominate December.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
November 8, 2023
In this issue of Investment Perspectives, we examine the odds of a recession within the next 12 months, look at the bond market sensitivity to supply, and discuss why the seasonal bias is skewed to the positive.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
October 5, 2023
In this issue of Investment Perspectives, we share why we believe the economic picture is still reasonably bright. We also look at how interest rates provide useful signals regarding economic conditions, and why various technical factors may provide the setting to increase equity exposure in October.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
September 11, 2023
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
August 9, 2023
In the latest Investment Perspectives we discuss why GDP matters for investors, explore ways to structure a core holding of long-term bonds, and determine if the market can cast aside seasonal weakness and build on the July rally.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
July 11, 2023
We take a look at why China's economic recovery has struggled, the core-satellite method of portfolio construction, and how the recent tech-stock dominance offers a reminder of past performance.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak
June 9, 2023
We examine the plausibility of avoiding a recession this year, what happens to the bond market now that the debt-ceiling saga ended, and what's expected to weigh on the stock market this month.