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Mark Luschini, Guy LeBas and Gregory M. Drahuschak March 24, 2020
Janney's analysts discuss the market and the consequences of coronavirus.
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Gregory M. Drahuschak March 23, 2020
Rebalancing is a useful process at any point in a market cycle. While the market is rising, gradually adjusting the equity to fixed income or cash allocation can leave a portfolio less exposed to adverse events. There is a practical way to assess individual stocks that can lead to rebalancing while determining the worthiness of each portfolio member.
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Gregory M. Drahuschak March 19, 2020
The second in a series about the presidential election. The first report in this series was published in January.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak March 19, 2020
Janney's analysts discuss the global pandemic's impact on the economy.
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Gregory M. Drahuschak March 17, 2020
The equity market yesterday began with pre-opening futures down the limit, as circuit breakers were implemented at the opening, which required a 15- minute trading halt.
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Gregory M. Drahuschak March 16, 2020
Numerous press headlines compared the infamous October 19, 1987, market crash with the March 12, 2020, drop of 2,352.60 in the Dow Jones Industrial Average (9.99%) and the 9.51% drop in the S&P 500. The stories were factually accurate by pointing out that the March 12 drop was the largest since “Black Monday” 1987, but they largely failed to consider what happened afterwards.
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Gregory M. Drahuschak March 12, 2020
Events over many years have arisen that appeared to threaten what had been an inexorable rise in the U.S. stock market. Selling stocks on fear of these events typically proved to be a major mistake.
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Gregory M. Drahuschak March 12, 2020
Analyst Greg Drahuschak explains that despite recent market turmoil, the equity market is at a level that offers significant opportunities.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak March 6, 2020
Coronavirus concerns and election uncertainty caused waves in the economy and financial markets.
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Gregory M. Drahuschak February 26, 2020
Risk typically is defined as the exposure to the possibility of loss or injury, but risk means different things to different people.
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Gregory M. Drahuschak February 19, 2020
The cliché that a rising tide lifts all ships points out that in a bull market most stocks move up. Multiple times in the past 40 years, however, the market tide allowed some stocks to rise much more than others.
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Gregory M. Drahuschak February 13, 2020
In order of importance, the direction of the overall market, sector selection, and individual stock choices determine equity market portfolio returns.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak February 6, 2020
Financial markets take their cue from dovish guidance, strong muni performance, and the election's impact on the market are included in this month's Investment Perspectives.
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Gregory M. Drahuschak January 31, 2020
The impeachment trial of U.S. President Donald Trump has captured the world’s attention. Investors, in particular, are interested in the effect the current proceedings will have on the equity market. This report will focus on the economic circumstances that surrounded past impeachments and show that what appears to matter more to the markets is the state of the underlying economy.
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Gregory M. Drahuschak January 28, 2020
Presidential election years attract investors’ attention because of the belief that the election process and outcome can influence the equity market. However, it is worth considering the impact the economy has on elections.
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Gregory M. Drahuschak January 27, 2020
For the 11th time in the past 50 years, global equity markets paused to assess a developing health concern. The spread of the latest coronavirus strain rekindled memories of the severe acute respiratory syndrome (SARS) and the Middle East respiratory syndrome coronavirus (MERS) that also prompted global health and economic concerns.
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Gregory M. Drahuschak January 16, 2020
Following the peak in 1981, interest rates experienced a 39-year decline. A 2% yield on Treasury notes or bonds now is not achievable without going out to the 30-year Treasury bond, and the yield on the S&P 500 is approximately 1.8%.
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Gregory M. Drahuschak January 9, 2020
The vast array of information available today should allow consumers and investors consistently to make rational decisions, but as the rapidly developing field of behavioral economics recognizes, emotions influence nearly every economic choice we make.
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Mark Luschini, Guy LeBas and Gregory M. Drahuschak January 8, 2020
Major issues persist with our optimistic outlook, a look back to fixed income in 2019, and a repeat of the market's 2019 result does not appear probable.
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Gregory M. Drahuschak December 10, 2019
Selecting which sectors will be the best performers in the S&P 500 is an ongoing exercise, but never more so than near the start of a new year.