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Mark Luschini
March 26, 2024
Part 2: Familiarity Bias, Framing Bias, and Mental Accounting.
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Mark Luschini
March 12, 2024
Part 1: Introduction, Prospect Theory, Loss Aversion, Recency Bias
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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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Michael Halloran
January 17, 2024
This report establishes our long-term return assumptions across major asset classes and includes representative model portfolios.
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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 and Guy LeBas
December 15, 2023
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
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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 and Guy LeBas
July 5, 2023
In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.