Market Commentary

Investment Strategy

May Investment Perspectives

We examine why it has not looked like a recession yet, how the Fed policy tools have changed, and...
Mark Luschini, Guy LeBas, Gregory M. Drahuschak
Investment Strategy

Portfolio Construction

A home and investment portfolio are two of the most important family assets.
Michael Halloran
Markets & Economics

Long-Term Capital Market Assumptions

This paper establishes our rationale for improved returns across most asset classes in 2023.
Michael Halloran

Investment Implications of the Fiscal Responsibility Act

Michael Halloran June 5, 2023

We have the following thoughts on the Fiscal Responsibility Act (FRA) that President Biden signed into law over the weekend.
Economic Readings Consistent With Growth but Sticky Inflation

Michael Halloran June 1, 2023

The incoming data remain consistent with economic growth, with consumer spending supported by pent-up demand, excess savings, and a strong labor market.
What to Consider as Debt-Ceiling Drama Unfolds

Guy LeBas May 26, 2023

There has been no shortage of media coverage on the debt ceiling lately.
Despite Delays, Debt-Ceiling Deal Still Progressing

Michael Halloran May 25, 2023

We continue to believe a debt-ceiling deal will be reached before Treasury Secretary Yellen’s stated debt-ceiling deadline of June 1st with progress being made, despite delays.
Too Much of a Good Thing

Gregory M. Drahuschak May 22, 2023

The cap-weighted S&P 500 mostly has remained in a nine-month-long 3,800-4,200 trading range.
Further Progress on a Debt-Ceiling Deal

Michael Halloran May 18, 2023

We continue to believe a debt-ceiling deal will be reached in time to avoid a default and view Tuesday’s meeting between the principals as further progress.
Debt-Ceiling Lessons from 2011

Gregory M. Drahuschak May 12, 2023

Doing the same thing over and over eventually wears anyone down. Nonetheless, for the 79th time in the past 83 years, the U.S. faces a decision about what to do with the federal debt ceiling.
Underlying Inflation Pressures Continue to Pose Market Headwind

Michael Halloran May 12, 2023

We continue to field questions about the debt ceiling, and we still believe a deal will be reached in time to avoid a default.
May Investment Perspectives

Mark Luschini, Guy LeBas and Gregory M. Drahuschak May 9, 2023

We examine why it has not looked like a recession yet, how the Fed policy tools have changed, and whether the stock market will remain resilient through the coming months.
Economic Growth and Stubborn Inflation Justify Higher Interest Rates

Michael Halloran May 5, 2023

With inflation remaining stubbornly high, the Federal Reserve (Fed) once again raised interest rates by 0.25% at their just-concluded May meeting.

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Meet our Insights strategists & authors

Mark Luschini

Chief Investment Strategist, President and Chief Investment Officer, Janney Capital Management
Guy LeBas

Director, Custom Fixed Income Solutions
Gregory M. Drahuschak

Equity Market Analyst, ISG
Michael Halloran

Equity Strategist
Andrew Leger

Equity Analyst

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May Investment Perspectives

Portfolio Construction

Long-Term Capital Market Assumptions

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Meet our Insights strategists & authors