Market Commentary

Stay up-to-date on market news with regular insights from our Janney investment analysts and strategists to help you understand today’s markets and their investment implications.

  • March Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak March 7, 2025

    In this issue, we compare the Mag 7 with the Nifty Fifty, discuss how much federal debt is too much, and how March may bring a chance to increase equity exposure.

  • Positioning Fixed Income Portfolios for Rising Growth Risks

    Guy LeBas March 7, 2025

    In terms of portfolio construction, adding duration and increasing quality in fixed income are some of the most-efficient ways to provide some “insurance” against further declines in equity markets.

  • February Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak February 7, 2025

    The case for U.S. exceptionalism, four key issues facing fixed income, and a comparison of stock market returns and Punxsutawney Phil predictions.

  • The Trump Tariff Salvos Begin

    Mark Luschini February 6, 2025

    As of now, we view any pullback in prices to be part of the volatility we expected this year and not sufficient to warrant a change in our constructive view for the stock market over the balance of 2025, as we laid out in Outlook 2025 publication.

  • Long-Term Capital Market Assumptions 2025

    Michael Halloran January 30, 2025

    This report establishes our long-term return assumptions across major asset classes and includes representative model portfolios.

  • A Skip, Not a Pause

    Guy LeBas January 30, 2025

    Our outlook will have annual inflation decelerating through the winter, likely permitting another rate cut at the March FOMC meeting.

  • January Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak January 9, 2025

    In this issue we look at what will shape the economy in 2025, revisit last year’s market themes, and discuss how history may hint at what’s ahead.

  • A Long Rollout

    Guy LeBas December 18, 2024

    The Federal Reserve Open Market Committee (FOMC) reduced its target for interest rates by 0.25% to a range of 4.25% – 4.50%, and something of a pattern is beginning to emerge.

  • Outlook 2025

    Mark Luschini and Guy LeBas December 16, 2024

    Outlook 2025 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.

  • December Investment Perspectives

    Mark Luschini, Guy LeBas and Gregory M. Drahuschak December 9, 2024

    Find out which sectors stand to benefit post-election, the tax-loss harvesting opportunities in December, and prospects that lie ahead for the market.

 

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